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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
601
Clear Harbor Asset Management
Connecticut
$241K +$241K +530 New
KeyBank National Association
602
KeyBank National Association
Ohio
$240K -$631K -1,386 -72%
NIM
603
NEOS Investment Management
Connecticut
$239K – – –
TAM
604
Tocqueville Asset Management
New York
$239K – – –
PWP
605
Phillips Wealth Planners
Mississippi
$237K +$1.82K +4 +0.7%
BWM
606
Baron Wealth Management
Michigan
$236K -$7.28K -16 -3%
RSWM
607
Robertson Stephens Wealth Management
California
$236K -$552K -1,212 -70%
RT
608
Rockland Trust
Massachusetts
$232K -$110K -241 -32%
QCG
609
Quadrant Capital Group
Ohio
$231K +$166K +365 +253%
BC
610
Bridgefront Capital
Texas
$231K -$773K -1,697 -77%
AIA
611
Arbor Investment Advisors
North Carolina
$227K – – –
BEC
612
Blue Edge Capital
Virginia
$227K – – –
MC
613
Middleton & Co
Massachusetts
$227K – – –
HFS
614
Hantz Financial Services
Michigan
$226K -$9.38M -20,596 -98%
CAM
615
Claret Asset Management
Quebec, Canada
$226K +$2.28K +5 +1%
EA
616
Everpar Advisors
Oklahoma
$226K -$21.4K -47 -9%
TFP
617
Tilia Fiduciary Partners
North Carolina
$225K – – –
SC
618
Savant Capital
Illinois
$221K -$34.1K -75 -13%
SSW
619
Smith Shellnut Wilson
Mississippi
$221K +$13.7K +30 +7%
CAM
620
Creekmur Asset Management
Illinois
$218K +$219K +480 New
WEG
621
World Equity Group
Illinois
$218K +$219K +480 New
FW
622
FullCircle Wealth
Texas
$217K +$34.6K +76 +17%
GC
623
Guggenheim Capital
Illinois
$211K -$73.3K -161 -26%
OC
624
Oppenheimer & Co
New York
$211K +$8.2K +18 +4%
JSW
625
Journey Strategic Wealth
New Jersey
$211K -$20.9K -46 -9%