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Name Holding Trade Value Shares
Change 		Change in
Stake
I
551
INVST
Indiana
$963K +$814K +65,042 +363%
JCM
552
Jacobi Capital Management
Pennsylvania
$959K -$31.5K -2,513 -3%
IIM
553
InTrack Investment Management
Vermont
$955K -$93.7K -7,483 -9%
SW
554
SkyOak Wealth
Michigan
$953K -$2.09K -167 -0.2%
EA
555
Ergawealth Advisors
Illinois
$945K – – –
KOC
556
Koss-Olinger Consulting
Florida
$942K +$936K +74,738 New
CCM
557
Condor Capital Management
New Jersey
$941K -$860K -68,724 -48%
SWM
558
Spire Wealth Management
Virginia
$926K +$431K +34,402 +88%
MCM
559
Mork Capital Management
California
$923K – – –
SAM
560
Secure Asset Management
Michigan
$917K -$26.5K -2,120 -3%
QT
561
Quantamental Technologies
New York
$914K +$908K +72,542 New
SG
562
StoneX Group
New York
$906K +$396K +31,659 +79%
CCP
563
Clarkston Capital Partners
Michigan
$905K -$10.5K -836 -1%
BSW
564
Buckingham Strategic Wealth
Missouri
$900K – – –
CGH
565
CMG Global Holdings
Texas
$897K -$530K -42,355 -37%
PAM
566
Paradigm Asset Management
New York
$895K – – –
WP
567
Waycross Partners
Kentucky
$895K +$889K +71,000 New
MAS
568
Meeder Advisory Services
Ohio
$894K -$17.6K -1,404 -2%
BAM
569
Blueshift Asset Management
New Jersey
$893K -$365K -29,128 -29%
SW
570
SVB Wealth
Massachusetts
$890K -$261K -20,870 -23%
TWM
571
Tradition Wealth Management
Minnesota
$886K -$76.3K -6,094 -8%
SFM
572
Spartan Fund Management
Canada
$883K +$81.4K +6,500 +10%
MC
573
Maverick Capital
Texas
$881K +$876K +69,932 New
GT
574
Greenleaf Trust
Michigan
$880K -$69.6K -5,562 -7%
CIAS
575
Capital Investment Advisory Services
North Carolina
$880K +$410K +32,772 +88%
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