Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
2501
1832 Asset Management
Ontario, Canada
$142K -$20.8M -467,426 -99%
BIA
2502
Bell Investment Advisors
California
$141K -$847 -19 -0.6%
PA
2503
PSI Advisors
Florida
$140K -$265K -5,940 -65%
RDFA
2504
Ritter Daniher Financial Advisory
Ohio
$139K -$3.56K -80 -2%
M
2505
MOTCO
Texas
$138K -$134 -3 -0.1%
OSNBOA
2506
Old Second National Bank of Aurora
Illinois
$136K -$49K -1,100 -26%
AFG
2507
Albion Financial Group
Utah
$135K – – –
FIM
2508
Fernwood Investment Management
Massachusetts
$134K +$135K +3,030 New
PP
2509
Pacifica Partners
Canada
$133K +$11.1K +250 +9%
EFP
2510
EnRich Financial Partners
Wisconsin
$132K +$133K +2,983 New
RA
2511
Rise Advisors
New York
$130K +$99.1K +2,224 +308%
IPW
2512
Impact Partnership Wealth
Georgia
$127K -$3.12K -70 -2%
CFG
2513
CKW Financial Group
Hawaii
$126K – – –
WBC
2514
West Branch Capital
Massachusetts
$124K +$118K +2,647 +1,595%
MLA
2515
MB, Levis & Associates
Pennsylvania
$123K – – –
NFSG
2516
Newbridge Financial Services Group
Florida
$120K +$8.2K +184 +7%
CCMI
2517
Creative Capital Management Investments
California
$120K -$19.3K -433 -14%
PP
2518
PFS Partners
New Jersey
$119K -$13.4K -300 -10%
EC
2519
EntryPoint Capital
New York
$118K +$119K +2,677 New
WAM
2520
WFA Asset Management
Wisconsin
$118K -$1.69M -37,975 -93%
AW
2521
Avion Wealth
Texas
$116K -$1.47K -33 -1%
PWMA
2522
Pension & Wealth Management Advisors
Massachusetts
$114K – – –
CTA
2523
Colonial Trust Advisors
South Carolina
$114K +$3.21K +72 +3%
SOW
2524
State of Wyoming
Wyoming
$113K +$105K +2,349 +1,082%
CBT
2525
CoreFirst Bank & Trust
Kansas
$113K -$40.1K -900 -26%