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Name Holding Trade Value Shares
Change
Change in
Stake
BST
851
Bath Savings Trust
Maine
$450K
BCM
852
Bayesian Capital Management
New York
$449K +$471K +11,200 New
LCWP
853
Legacy Capital Wealth Partners
Arkansas
$446K -$4.13K -98 -0.9%
GRP
854
Global Retirement Partners
California
$445K +$716 +17 +0.2%
CI
855
Cigna Investments
Connecticut
$444K -$6.95K -165 -1%
HP
856
Haven Private
Florida
$443K -$14.7K -350 -3%
GIM
857
Goelzer Investment Management
Indiana
$439K -$12.8K -304 -3%
FWA
858
Fulcrum Wealth Advisors
Washington
$437K +$459K +10,895 New
DSC
859
Duncker Streett & Co
Missouri
$436K -$8.71K -207 -2%
MC
860
Miramar Capital
Illinois
$433K -$105K -2,500 -19%
KF
861
Krilogy Financial
Missouri
$427K -$2.61K -62 -0.6%
B
862
Bayban
Minnesota
$426K +$447K +10,624 New
IIC
863
Integrated Investment Consultants
Michigan
$426K -$30K -713 -6%
PVI
864
Pine Valley Investments
New Jersey
$424K -$8.21K -195 -2%
RIA
865
Richwood Investment Advisors
Ohio
$424K -$8.42K -200 -2%
VSQM
866
V-Square Quantitative Management
Illinois
$423K -$167K -3,968 -27%
CIA
867
Choate Investment Advisors
Massachusetts
$422K +$49.2K +1,168 +12%
CWM
868
Cooke Wealth Management
California
$419K +$416K +9,886 New
FCMC
869
Founders Capital Management (Connecticut)
Connecticut
$418K +$9.6K +228 +2%
AAS
870
Annex Advisory Services
Wisconsin
$418K +$589 +14 +0.1%
PWAM
871
Private Wealth Asset Management
Iowa
$416K
NSIM
872
North Star Investment Management
Illinois
$416K +$4.38K +104 +1%
BCWM
873
Bartlett & Co Wealth Management
Ohio
$415K -$23.8K -565 -5%
BMWS
874
Brady Martz Wealth Solutions
North Dakota
$414K -$383K -9,097 -47%
SAI
875
Savvy Advisors Inc
New York
$413K +$176K +4,171 +68%