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Name Holding Trade Value Shares
Change
Change in
Stake
NRC
1001
New Republic Capital
North Carolina
$260K +$253K +18,727 New
FZCM
1002
Flynn Zito Capital Management
New York
$259K -$34.1K -2,526 -12%
IC
1003
Inscription Capital
Texas
$257K +$30.8K +2,283 +14%
MWM
1004
Modera Wealth Management
New Jersey
$257K +$20.2K +1,496 +9%
Empower Advisory Group
1005
Empower Advisory Group
Colorado
$257K -$63.9K -4,738 -20%
BV
1006
Boxwood Ventures
Illinois
$257K – – –
LWCFA
1007
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K – – –
CSC
1008
Caldwell Sutter Capital
California
$256K -$4.7K -348 -2%
LCM
1009
Liberty Capital Management
Michigan
$255K +$248K +18,368 New
UB
1010
UMB Bank
Missouri
$255K +$13.1K +968 +6%
AUB
1011
Atlantic Union Bankshares
Virginia
$255K +$12.8K +946 +5%
PA
1012
Procyon Advisors
Connecticut
$255K -$17.2K -1,275 -7%
GS
1013
GTS Securities
Florida
$254K -$162K -11,989 -40%
VC
1014
Vestor Capital
Illinois
$254K +$14.8K +1,094 +30%
GRR
1015
Golden Reserve Retirement
Ohio
$254K +$246K +18,266 New
VWA
1016
Visionary Wealth Advisors
Illinois
$253K -$9.2K -682 -4%
GAB
1017
German American Bancorp
Indiana
$253K -$10.8K -801 -4%
MTIM
1018
Marathon Trading Investment Management
Pennsylvania
$253K +$246K +18,200 New
HWA
1019
HCR Wealth Advisors
California
$253K -$1.6K -119 -0.7%
WAS
1020
Winch Advisory Services
Wisconsin
$252K +$1.63K +121 +0.7%
NFTC
1021
North Forty Two & Co
Oregon
$252K -$5.77K -428 -2%
PWM
1022
Purus Wealth Management
California
$252K -$648 -48 -0.3%
AT
1023
American Trust
Kentucky
$251K +$14.8K +1,099 +6%
OWM
1024
OneAscent Wealth Management
Alabama
$251K +$1.86K +138 +0.8%
GCIA
1025
Gabelli & Co Investment Advisers
New York
$250K – – –