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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
951
Acrisure Capital Management
Texas
$247K +$244K +6,200 New
VWM
952
Valley Wealth Managers
New Jersey
$246K -$6.7K -170 -3%
LFA
953
Legacy Financial Advisors
Kentucky
$246K -$16.6K -420 -6%
VFA
954
Valeo Financial Advisors
Indiana
$246K -$6.31K -160 -3%
VFA
955
Values First Advisors
Tennessee
$245K -$43.7K -1,110 -15%
FP
956
Foundry Partners
Minnesota
$244K -$3.15K -80 -1%
NAM
957
NorthCrest Asset Manangement
Minnesota
$241K – – –
WWM
958
Wolff Wiese Magana
California
$240K -$1.97K -50 -0.8%
TIA
959
Traphagen Investment Advisors
New Jersey
$240K +$10.6K +270 +5%
WAS
960
Winch Advisory Services
Wisconsin
$240K – – –
CWA
961
CJM Wealth Advisers
Virginia
$240K – – –
PVH
962
Psagot Value Holdings
Israel
$238K +$1.97K +50 +0.8%
AC
963
ASB Consultores
Florida
$237K +$234K +5,940 New
OWM
964
OneAscent Wealth Management
Alabama
$236K -$21.7K -550 -9%
NF
965
Nikulski Financial
Iowa
$230K – – –
SIA
966
Sit Investment Associates
Minnesota
$230K – – –
CG
967
Cutler Group
California
$229K -$1.15M -29,060 -83%
CL
968
Choreo LLC
Illinois
$228K +$225K +5,720 New
PTC
969
Private Trust Company
Ohio
$228K -$33.9K -860 -13%
PTC
970
Philadelphia Trust Company
Pennsylvania
$224K – – –
CC
971
Courier Capital
New York
$224K – – –
AIM
972
AHL Investment Management
Florida
$222K -$19.7K -500 -8%
GBT
973
Grove Bank & Trust
Florida
$222K -$72.1K -1,830 -25%
EH
974
Equitable Holdings
New York
$222K -$56K -1,420 -20%
MBT
975
Montecito Bank & Trust
California
$220K -$18.5K -470 -8%