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Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
801
Independence Bank of Kentucky
Kentucky
$405K -$4.64K -375 -1%
WPIC
802
White Pine Investment Company
Michigan
$405K -$8.66K -700 -2%
CRI
803
Colonial River Investments
Virginia
$405K +$408 +33 +0.1%
SWM
804
Stockman Wealth Management
Montana
$400K -$7.41M -598,629 -95%
PIA
805
Perennial Investment Advisors
California
$399K -$11.1K -898 -3%
Los Angeles Capital Management
806
Los Angeles Capital Management
California
$395K +$136K +10,999 +54%
LSAG
807
Lake Street Advisors Group
New Hampshire
$394K +$8.77K +709 +2%
SA
808
Strategic Advisors
New York
$394K -$119K -9,622 -23%
SDIC
809
South Dakota Investment Council
South Dakota
$391K
WPC
810
Waters Parkerson & Co
Louisiana
$389K
CFA
811
Capstone Financial Advisors
Illinois
$389K -$569 -46 -0.1%
CSB
812
City State Bank
Iowa
$389K -$3.09K -250 -0.8%
AIA
813
Affinity Investment Advisors
California
$388K -$32K -2,589 -8%
RA
814
RFG Advisory
Alabama
$388K +$52.4K +4,234 +16%
LIA
815
Lynx Investment Advisory
District of Columbia
$386K +$381K +30,770 New
OAM
816
Ostrum Asset Management
France
$384K -$29.4K -2,380 -7%
OR
817
Olympiad Research
Connecticut
$384K -$45K -3,638 -11%
CCIA
818
Campbell & Co Investment Adviser
Maryland
$383K -$2M -162,003 -84%
EFS
819
Essex Financial Services
Connecticut
$381K +$62.1K +5,018 +15%
USCWA
820
U.S. Capital Wealth Advisors
Texas
$378K -$172K -13,892 -32%
IRC
821
Investors Research Corp
Georgia
$378K
CAWM
822
Capital Advisors Wealth Management
Washington
$376K -$120K -9,716 -24%
ERIC
823
Eagle Rock Investment Company
Georgia
$376K
SWM
824
Spire Wealth Management
Virginia
$376K +$30.5K +2,464 +9%
KA
825
Klingman & Associates
New York
$375K -$48.9K -3,951 -12%