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Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
601
H&H Retirement Design & Management
Nevada
$571K
GTAM
602
Global Trust Asset Management
Florida
$569K
BAM
603
Blueshift Asset Management
New Jersey
$567K +$311K +1,601 +99%
HKIMG
604
Hutchens & Kramer Investment Management Group
Indiana
$566K -$31.4K -162 -5%
WA
605
Waverly Advisors
Alabama
$561K -$776 -4 -0.1%
AA
606
Advisory Alpha
Michigan
$551K -$12K -62 -2%
BFG
607
Beacon Financial Group
Texas
$551K -$93.1K -480 -13%
C1AG
608
Client 1st Advisory Group
Florida
$550K
BFPW
609
BOK Financial Private Wealth
Colorado
$546K -$683K -3,519 -53%
GM
610
GeoWealth Management
Illinois
$545K +$34.5K +178 +6%
LOIM
611
Liberty One Investment Management
Illinois
$544K -$11.3K -58 -2%
PTC
612
Petrus Trust Company
Texas
$541K +$359K +1,848 +151%
T. Rowe Price Investment Management
613
T. Rowe Price Investment Management
Maryland
$535K +$99.5K +513 +20%
BMCM
614
Burns Matteson Capital Management
New York
$534K -$128K -661 -18%
SCI
615
S&CO Inc
Massachusetts
$528K
MOS
616
MGO One Seven
Ohio
$523K +$5.04K +26 +0.9%
MSA
617
MUFG Securities Americas
New York
$522K +$80.5K +415 +16%
AG
618
AlTi Global
New York
$517K +$223K +1,149 +64%
ECM
619
Everence Capital Management
Indiana
$515K
PWM
620
Perigon Wealth Management
California
$515K -$16.7K -86 -3%
I
621
InceptionR
California
$514K +$59K +304 +12%
Simplex Trading
622
Simplex Trading
Illinois
$501K +$552K +2,847 New
SIC
623
Sterling Investment Counsel
New York
$500K +$550K +2,837 New
GT
624
Greenleaf Trust
Michigan
$497K -$68.7K -354 -11%
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$497K -$38.2K -197 -7%