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Name Holding Trade Value Shares
Change
Change in
Stake
RW
2476
Rede Wealth
Virginia
$607K +$527 +1 +0.1%
Forum Financial Management
2477
Forum Financial Management
Illinois
$606K -$2.04M -3,878 -76%
JF
2478
Jericho Financial
Ohio
$603K -$259K -491 -29%
SCA
2479
Strathmore Capital Advisors
North Carolina
$600K +$3.69K +7 +0.6%
Susquehanna Portfolio Strategies
2480
Susquehanna Portfolio Strategies
Pennsylvania
$600K – – –
SAM
2481
Sompo Asset Management
Japan
$600K +$158K +300 +33%
Boothbay Fund Management
2482
Boothbay Fund Management
New York
$599K +$256K +486 +68%
EB
2483
Exchange Bank
California
$597K -$14.2K -27 -2%
HWA
2484
HMV Wealth Advisors
Louisiana
$597K -$67.4K -128 -10%
Becker Capital Management
2485
Becker Capital Management
Oregon
$596K +$17.9K +34 +3%
JHCP
2486
Jackson Hole Capital Partners
Oklahoma
$595K – – –
AWAP
2487
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$595K +$1.58K +3 +0.3%
DAC
2488
Dutch Asset Corp
New York
$594K +$127K +242 +26%
VIS
2489
Vega Investment Solutions
France
$593K -$361K -686 -37%
LCG
2490
Lakeshore Capital Group
Illinois
$593K +$8.95K +17 +1%
BAM
2491
Berkshire Asset Management
Pennsylvania
$593K -$25.8K -49 -4%
PCM
2492
Passive Capital Management
Maryland
$588K -$33.7K -64 -5%
HP
2493
Haven Private
Florida
$588K -$5.79K -11 -0.9%
BWAM
2494
Boyd Watterson Asset Management
Ohio
$588K +$42.1K +80 +7%
GWM
2495
GDS Wealth Management
Texas
$587K +$17.4K +33 +3%
NCTC
2496
New Covenant Trust Company
Indiana
$587K +$72.2K +137 +13%
Park National Corp
2497
Park National Corp
Ohio
$585K +$52.7K +100 +9%
SFWA
2498
Summit Financial Wealth Advisors
Louisiana
$584K -$3.69K -7 -0.6%
PFM
2499
Phillips Financial Management
Indiana
$583K -$27.4K -52 -4%
PCM
2500
Park Capital Management
Wisconsin
$582K -$82.7K -157 -12%