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Name Holding Trade Value Shares
Change
Change in
Stake
Caldwell Trust
1326
Caldwell Trust
Florida
$345K – – –
DF Dent & Co
1327
DF Dent & Co
Maryland
$340K -$883 -4 -0.3%
Applied Finance Capital Management
1328
Applied Finance Capital Management
Puerto Rico
$340K -$35.1K -159 -10%
OPOWM
1329
One Plus One Wealth Management
Florida
$339K -$380K -1,722 -55%
Dark Forest Capital Management
1330
Dark Forest Capital Management
Puerto Rico
$338K +$310K +1,403 New
Prio Wealth Limited Partnership
1331
Prio Wealth Limited Partnership
Massachusetts
$337K +$3.97K +18 +1%
WPP
1332
Whalerock Point Partners
Rhode Island
$336K – – –
WBH Advisory
1333
WBH Advisory
Maryland
$335K – – –
Advisory Research
1334
Advisory Research
Illinois
$333K -$178K -808 -37%
RCM
1335
RB Capital Management
Nevada
$331K -$401K -1,815 -57%
Legacy Advisors
1336
Legacy Advisors
Pennsylvania
$330K +$21K +95 +7%
Arkadios Wealth Advisors
1337
Arkadios Wealth Advisors
Georgia
$330K -$165K -748 -35%
AIM
1338
Athena Investment Management
California
$329K – – –
M. Kulyk & Associates
1339
M. Kulyk & Associates
Georgia
$329K +$302K +1,367 New
Regal Investment Advisors
1340
Regal Investment Advisors
Michigan
$328K +$32K +145 +12%
FFA
1341
Fortune Financial Advisors
Kansas
$327K -$11K -50 -4%
Venturi Wealth Management
1342
Venturi Wealth Management
Texas
$326K +$37.3K +169 +14%
Per Stirling Capital Management
1343
Per Stirling Capital Management
Texas
$326K -$66.2K -300 -18%
RA
1344
Rise Advisors
New York
$325K +$78.4K +355 +36%
ACM
1345
Alethea Capital Management
Washington
$325K – – –
HFP
1346
Holistic Financial Partners
Indiana
$325K -$28K -127 -9%
OWA
1347
Outlook Wealth Advisors
Texas
$324K +$883 +4 +0.3%
Tufton Capital Management
1348
Tufton Capital Management
Maryland
$323K +$20.5K +93 +7%
Quent Capital
1349
Quent Capital
New York
$321K +$10.8K +49 +4%
Equitable Holdings
1350
Equitable Holdings
New York
$320K +$34.2K +155 +13%