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Name Holding Trade Value Shares
Change
Change in
Stake
FL
801
Fort LP
Maryland
$354K -$66.9K -1,790 -16%
VA
802
Valmark Advisers
Ohio
$353K +$114K +3,040 +46%
EA
803
Emerald Advisers
Pennsylvania
$353K +$360K +9,630 New
IAIM
804
International Assets Investment Management
Florida
$351K +$4.11K +110 +1%
BFPW
805
BOK Financial Private Wealth
Colorado
$350K +$52K +1,390 +17%
TSS
806
Two Sigma Securities
New York
$349K -$136K -3,630 -28%
M
807
MOTCO
Texas
$346K +$22.1K +590 +7%
BWM
808
BNC Wealth Management
Oregon
$346K +$148K +3,960 +72%
FSA
809
Fort Sheridan Advisors
Illinois
$345K
MGAM
810
McGowan Group Asset Management
Texas
$344K
VWM
811
Valley Wealth Managers
New Jersey
$344K +$26.2K +700 +8%
WA
812
WBH Advisory
Maryland
$341K +$56.1K +1,500 +17%
CFO
813
CVA Family Office
Colorado
$340K +$84.2K +2,250 +32%
SCM
814
Silvant Capital Management
Georgia
$338K
SFA
815
Sequoia Financial Advisors
Ohio
$338K +$85.6K +2,290 +33%
BWP
816
Baldwin Wealth Partners
Massachusetts
$335K +$93.5K +2,500 +38%
MIS
817
Morningstar Investment Services
Illinois
$334K +$72.6K +1,940 +28%
MWM
818
Mission Wealth Management
California
$334K +$160K +4,280 +89%
Holocene Advisors
819
Holocene Advisors
New York
$333K -$173M -4,632,250 -100%
KSCM
820
Key Square Capital Management
Connecticut
$329K +$337K +9,000 New
MCA
821
MSH Capital Advisors
Arizona
$326K +$45.6K +1,220 +16%
BCP
822
Blue Chip Partners
Michigan
$325K +$4.11K +110 +1%
VT
823
Vise Technologies
New York
$324K -$37K -990 -10%
OWM
824
OneAscent Wealth Management
Alabama
$322K +$329K +8,800 New
DSC
825
Duncker Streett & Co
Missouri
$321K