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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
601
Allred Capital Management
Texas
$120K +$110K +518 New
Walleye Capital
602
Walleye Capital
New York
$118K -$317K -1,489 -75%
EWM
603
EPG Wealth Management
Georgia
$116K +$107K +500 New
AIC
604
Ameritas Investment Company
Nebraska
$112K +$83.1K +390 +419%
QCG
605
Quadrant Capital Group
Ohio
$107K +$9.8K +46 +11%
AWM
606
Atticus Wealth Management
Florida
$106K +$97.2K +456 New
TC
607
TownSquare Capital
Utah
$103K -$555K -2,603 -85%
AP
608
Americana Partners
Texas
$101K +$93.6K +439 New
Chevy Chase Trust
609
Chevy Chase Trust
Maryland
$100K +$91.7K +430 New
OPS
610
Orion Portfolio Solutions
Nebraska
$98K +$90.6K +425 New
GRP
611
Global Retirement Partners
California
$96K +$65.9K +309 +289%
O
612
Ossiam
France
$94K -$50.7K -238 -37%
RBC
613
Roble Belko & Company
Pennsylvania
$94K – – –
HNB
614
Huntington National Bank
Ohio
$93K +$22.6K +106 +36%
FHA
615
Flagship Harbor Advisors
Massachusetts
$92K – – –
WT
616
Whittier Trust
California
$92K +$2.13K +10 +3%
TI
617
tru Independence
Oregon
$91K +$102K +480 New
OSNBOA
618
Old Second National Bank of Aurora
Illinois
$85K – – –
AIM
619
AIA Investment Management
Singapore
$84K – – –
RWA
620
Ropes Wealth Advisors
Massachusetts
$84K +$21.3K +100 +38%
WAP
621
Wealthcare Advisory Partners
Pennsylvania
$78K – – –
BCWM
622
Bartlett & Co Wealth Management
Ohio
$77.6K – – –
PMFA
623
Plante Moran Financial Advisors
Michigan
$70K -$426 -2 -0.7%
MSFP
624
Mark Sheptoff Financial Planning
Connecticut
$70K – – –
PCM
625
Pinz Capital Management
New York
$70K +$63.9K +300 New