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Name Holding Trade Value Shares
Change
Change in
Stake
AI
801
ArchPoint Investors
Florida
$294K -$275K -2,995 -44%
PK
802
Pflug Koory
Nebraska
$287K
MG
803
Mather Group
Illinois
$286K -$54.3K -592 -14%
HT
804
Heritage Trust
Oklahoma
$284K -$16.5K -180 -5%
DA
805
Dillon & Associates
Michigan
$284K
WI
806
Wedgewood Investors
Pennsylvania
$281K -$45.8K -500 -12%
EP
807
Eudaimonia Partners
Tennessee
$277K
WBC
808
West Branch Capital
Massachusetts
$276K +$6.23K +68 +2%
CAMG
809
CWA Asset Management Group
Florida
$273K +$322K +3,513 New
FEM
810
Fulcrum Equity Management
Texas
$272K -$140K -1,522 -30%
SG
811
StoneX Group
New York
$272K -$97.5K -1,063 -23%
VLC
812
Van Leeuwen & Company
New Jersey
$272K -$13.5K -147 -4%
CPO
813
Cerity Partners OCIO
New York
$270K -$6.97K -76 -2%
PV
814
Private Vista
Illinois
$270K +$275 +3 +0.1%
BWA
815
BDO Wealth Advisors
Florida
$269K -$13.3K -145 -4%
AWM
816
Altavista Wealth Management
North Carolina
$269K +$10.5K +115 +3%
SIA
817
Strategic Investment Advisors
Michigan
$269K +$45.1K +492 +17%
CMO
818
Covenant Multifamily Offices
Texas
$268K -$91.7K -1,000 -22%
RWA
819
Ropes Wealth Advisors
Massachusetts
$268K +$2.29K +25 +0.7%
SCM
820
Shelton Capital Management
Colorado
$262K -$5.96K -65 -2%
RTC
821
Riverview Trust Company
Washington
$262K
GJIC
822
Gamble Jones Investment Counsel
California
$261K +$91.7K +1,000 +42%
SIM
823
Sonora Investment Management
Arizona
$259K -$594K -6,476 -66%
SRAM
824
Stone Ridge Asset Management
New York
$258K +$55K +600 +22%
BS
825
Bessemer Securities
New York
$257K +$128K +1,400 +73%