Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Toth Financial Advisory
Virginia
$18.3K – – –
Bank Julius Baer & Co
402
Bank Julius Baer & Co
Switzerland
$17K -$569 -21 -3%
KBFS
403
Kohmann Bosshard Financial Services
Ohio
$16.9K +$17.2K +636 New
AA
404
Addison Advisors
Vermont
$16.5K -$949 -35 -5%
CTB
405
Country Trust Bank
Illinois
$16.5K -$542 -20 -3%
TF
406
Tompkins Financial
New York
$15.9K – – –
AWM
407
Abound Wealth Management
Tennessee
$15.9K – – –
SAG
408
SageView Advisory Group
California
$15.8K +$16.2K +596 New
RS
409
Rakuten Securities
Japan
$15.4K -$6.7K -247 -30%
ADL
410
Asset Dedication LLC
California
$14.7K -$380 -14 -2%
DIP
411
DT Investment Partners
Pennsylvania
$14.3K – – –
PP
412
PFS Partners
New Jersey
$14.2K – – –
DekaBank Deutsche Girozentrale
413
DekaBank Deutsche Girozentrale
Germany
$14K – – –
HI
414
Harbour Investments
Wisconsin
$13.7K -$4.15K -153 -23%
OW
415
Olistico Wealth
Oklahoma
$13.6K +$13.9K +511 New
BFS
416
Beacon Financial Strategies
North Carolina
$13.4K +$13.7K +504 New
SC
417
SouthState Corp
Florida
$13.3K +$542 +20 +4%
DT
418
DV Trading
Illinois
$13.3K +$13.6K +500 New
FIA
419
FNY Investment Advisers
New York
$13K -$41.4K -1,525 -74%
NICM
420
Neo Ivy Capital Management
New York
$12.8K -$716K -26,406 -98%
EB
421
Eastern Bank
Massachusetts
$12.7K -$380 -14 -3%
LI
422
LRI Investments
Florida
$11.6K -$1.63K -60 -12%
DMKJ
423
David M. Knott Jr
$11.4K – – –
ITIM
424
Indiana Trust & Investment Management
Indiana
$11.3K – – –
DWA
425
Delos Wealth Advisors
Texas
$11.2K -$542 -20 -5%