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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1026
Summit Financial
New Jersey
$304K +$38.1K +848 +15%
VCM
1027
Versant Capital Management
Arizona
$303K +$179K +3,990 +157%
PCM
1028
Penserra Capital Management
California
$303K +$9.29K +207 +3%
FNT
1029
First National Trust
Pennsylvania
$301K – – –
OL
1030
Odyssean LLC
Connecticut
$301K +$291K +6,481 New
SRA
1031
Secured Retirement Advisors
Minnesota
$301K +$43.5K +969 +18%
AA
1032
Advisory Advocates
Michigan
$298K +$8.97K +200 +3%
SOW
1033
State of Wyoming
Wyoming
$298K -$73.3K -1,634 -20%
OWA
1034
Outlook Wealth Advisors
Texas
$297K +$942 +21 +0.3%
SIM
1035
Stratos Investment Management
Ohio
$297K +$37.8K +842 +15%
GW
1036
Griffith & Werner
Georgia
$297K -$6.06K -135 -2%
SFSG
1037
Sound Financial Strategies Group
Mississippi
$296K -$380K -8,467 -57%
GAM
1038
Groupama Asset Management
France
$294K -$990K -22,056 -78%
HIS
1039
Harvest Investment Services
Illinois
$293K +$284K +6,324 New
KHCM
1040
Kirtland Hills Capital Management
Ohio
$293K +$763 +17 +0.3%
MPWT
1041
MassMutual Private Wealth & Trust
Connecticut
$292K -$26K -579 -8%
BWM
1042
Bullock Wealth Management
Indiana
$292K +$1.21K +27 +0.4%
BTW
1043
Boston Trust Walden
Massachusetts
$291K – – –
CCMG
1044
Clark Capital Management Group
Pennsylvania
$290K +$54.4K +1,212 +24%
MA
1045
Mutual Advisors
Nebraska
$290K +$3.32K +74 +1%
QWP
1046
Quotient Wealth Partners
Texas
$289K +$9.33K +208 +3%
APA
1047
Astoria Portfolio Advisors
New York
$288K -$37.6K -838 -12%
FWA
1048
FSM Wealth Advisors
Ohio
$288K +$8.08K +180 +3%
DWM
1049
Diversify Wealth Management
Utah
$288K +$296K +6,598 New
NC
1050
nVerses Capital
Florida
$288K +$279K +6,215 New