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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
651
Affinity Wealth Management
Delaware
$4.29M +$26.3K +86 +0.7%
FTDI
652
First Trust Direct Indexing
Massachusetts
$4.29M -$364K -1,190 -8%
DT
653
Diversified Trust
Tennessee
$4.28M +$160K +524 +4%
RA
654
Ransom Advisory
Rhode Island
$4.28M +$30.6K +100 +0.8%
MOS
655
MGO One Seven
Ohio
$4.28M -$661K -2,163 -14%
JGCM
656
Joseph Group Capital Management
Ohio
$4.26M +$850K +2,782 +28%
PGA
657
Portland Global Advisors
Maine
$4.25M +$101K +330 +3%
PAMP
658
Polar Asset Management Partners
Ontario, Canada
$4.23M +$1.42M +4,658 +58%
HIC
659
Holderness Investments Company
North Carolina
$4.2M +$24.1K +79 +0.6%
JWCA
660
J.W. Coons Advisors
Ohio
$4.19M +$23.8K +78 +0.6%
MC
661
Maverick Capital
Texas
$4.16M +$3.07M +10,058 +403%
PFM
662
Patton Fund Management
Texas
$4.14M -$205K -671 -5%
JCA
663
Jade Capital Advisors
New Jersey
$4.14M
KM
664
KP Management
Minnesota
$4.14M +$306K +1,000 +9%
CT
665
Coastline Trust
Rhode Island
$4.13M +$466K +1,525 +14%
NB
666
NBT Bank
New York
$4.13M +$140K +457 +4%
VC
667
Vestor Capital
Illinois
$4.12M +$3.8M +12,426 New
MA
668
Montag & Associates
Georgia
$4.09M +$2.84M +9,305 +305%
S
669
SignatureFD
Georgia
$4.08M -$17.4K -57 -0.5%
AAM
670
Azzad Asset Management
Virginia
$4.08M +$188K +614 +5%
GI
671
GAMMA Investing
California
$4.07M +$1.48M +4,842 +65%
BC
672
Bowman & Company
Wisconsin
$4.07M -$247K -810 -6%
WMA
673
West Michigan Advisors
Michigan
$4.05M +$20.2K +66 +0.5%
AWS
674
Atria Wealth Solutions
New York
$4.03M -$292K -955 -7%
BFA
675
Bright Financial Advisors
Michigan
$4.02M +$60.5K +198 +2%