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Name Holding Trade Value Shares
Change
Change in
Stake
BV
1001
Boxwood Ventures
Illinois
$257K
LWCFA
1002
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K
CSC
1003
Caldwell Sutter Capital
California
$256K -$4.7K -348 -2%
LCM
1004
Liberty Capital Management
Michigan
$255K +$248K +18,368 New
UB
1005
UMB Bank
Missouri
$255K +$13.1K +968 +6%
AUB
1006
Atlantic Union Bankshares
Virginia
$255K +$12.8K +946 +5%
PA
1007
Procyon Advisors
Connecticut
$255K -$17.2K -1,275 -7%
GS
1008
GTS Securities
Florida
$254K -$162K -11,989 -40%
GRR
1009
Golden Reserve Retirement
Ohio
$254K +$246K +18,266 New
VWA
1010
Visionary Wealth Advisors
Illinois
$253K -$9.2K -682 -4%
GAB
1011
German American Bancorp
Indiana
$253K -$10.8K -801 -4%
MTIM
1012
Marathon Trading Investment Management
Pennsylvania
$253K +$246K +18,200 New
HWA
1013
HCR Wealth Advisors
California
$253K -$1.6K -119 -0.7%
WAS
1014
Winch Advisory Services
Wisconsin
$252K +$1.63K +121 +0.7%
NFTC
1015
North Forty Two & Co
Oregon
$252K -$5.77K -428 -2%
PWM
1016
Purus Wealth Management
California
$252K -$648 -48 -0.3%
AT
1017
American Trust
Kentucky
$251K +$14.8K +1,099 +6%
OWM
1018
OneAscent Wealth Management
Alabama
$251K +$1.86K +138 +0.8%
GCIA
1019
Gabelli & Co Investment Advisers
New York
$250K
AW
1020
Alchemi Wealth
Connecticut
$250K -$9.73K -721 -4%
TFS
1021
Thoroughbred Financial Services
Tennessee
$249K -$5.36K -397 -2%
RC
1022
Reik & Co
New York
$248K
MSFS
1023
Main Street Financial Solutions
Pennsylvania
$247K -$12.6K -934 -5%
LGF
1024
LGT Group Foundation
Liechtenstein
$244K -$1.71K -127 -0.7%
Los Angeles Capital Management
1025
Los Angeles Capital Management
California
$244K -$51.3K -3,800 -18%