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Name Holding Trade Value Shares
Change
Change in
Stake
HI
451
HBK Investments
Texas
$364K -$407K -8,819 -52%
CIC
452
Carnegie Investment Counsel
Ohio
$362K -$2.93M -63,463 -89%
GHCM
453
Glen Harbor Capital Management
California
$357K – – –
HP
454
Holowesko Partners
Bahamas
$355K – – –
VFA
455
Valeo Financial Advisors
Indiana
$355K +$47K +1,018 +15%
CIA
456
Capital Investment Advisors
Georgia
$351K -$24.9K -540 -6%
BFA
457
Bragg Financial Advisors
North Carolina
$346K +$1.66K +36 +0.5%
RC
458
Roundview Capital
New Jersey
$339K -$574K -12,424 -62%
WJA
459
Williams Jones & Associates
New York
$334K -$3.7K -80 -1%
APP
460
Avantax Planning Partners
Iowa
$334K – – –
IP
461
Investment Partners
Ohio
$332K -$231 -5 -0.1%
WAM
462
Wealthspire Advisors (Maryland)
Maryland
$331K +$128K +2,762 +59%
VCM
463
Vigilant Capital Management
Maine
$331K +$345K +7,472 New
FANJ
464
Financial Architects (New Jersey)
New Jersey
$330K -$97.3K -2,107 -22%
CB
465
Cadence Bank
Mississippi
$324K +$338K +7,306 New
FDS
466
Freedom Day Solutions
Texas
$324K +$338K +7,312 New
AWMF
467
Arbor Wealth Management (Florida)
Florida
$321K -$19.5K -423 -6%
DS
468
DRW Securities
Illinois
$320K +$334K +7,226 New
NERM
469
New England Research & Management
Illinois
$319K -$33.3K -720 -9%
CLOS
470
Compagnie Lombard Odier SCmA
Switzerland
$319K – – –
SRC
471
Shufro Rose & Co
New York
$318K +$8.41K +182 +3%
WIA
472
Wealthstreet Investment Advisors
Texas
$317K +$330K +7,154 New
TAM
473
Trillium Asset Management
Massachusetts
$314K -$2.45M -53,012 -88%
RM
474
Resource Management
Louisiana
$312K +$316K +6,849 New
ACM
475
Aviance Capital Management
Florida
$310K -$3.82M -82,708 -92%