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Name Holding Trade Value Shares
Change
Change in
Stake
KHCM
1226
Kirtland Hills Capital Management
Ohio
$5.55M +$194K +347 +4%
GP
1227
Greenline Partners
New York
$5.55M +$25.2K +45 +0.5%
ECM
1228
Evergreen Capital Management
Washington
$5.54M +$178K +318 +3%
GC
1229
Grimes & Company
Massachusetts
$5.54M +$60.9K +109 +1%
BO
1230
Bank OZK
Arkansas
$5.52M -$319K -570 -6%
MCRM
1231
Midway Capital Research & Management
Illinois
$5.51M +$5.39M +9,650 New
SPG
1232
Strategic Planning Group
Utah
$5.5M +$535K +957 +11%
QT
1233
Quantbot Technologies
New York
$5.49M +$5.38M +9,623 New
WETS
1234
Wealth Enhancement Trust Services
South Dakota
$5.48M +$5.36M +9,597 New
LAM
1235
Lynch Asset Management
Pennsylvania
$5.47M +$55.9K +100 +1%
DA
1236
Denali Advisors
California
$5.46M -$44.2K -79 -0.8%
QI
1237
Qtron Investments
Massachusetts
$5.45M -$504K -901 -9%
BBES
1238
Buffalo Business & Estate Services
New York
$5.45M +$5.33M +9,539 New
CBB
1239
Citizens Business Bank
California
$5.44M +$89.4K +160 +2%
LS
1240
Leelyn Smith
Illinois
$5.44M +$52.5K +94 +1%
CA
1241
Cornerstone Advisory
Maryland
$5.43M +$54.2K +97 +1%
BP
1242
BBR Partners
New York
$5.43M +$167K +298 +3%
IFWM
1243
Institute for Wealth Management
Colorado
$5.42M -$64.3K -115 -1%
FCIM
1244
Fairview Capital Investment Management
California
$5.42M -$98.4K -176 -2%
MWM
1245
Mission Wealth Management
California
$5.4M -$179K -320 -3%
CPIG
1246
Chicago Partners Investment Group
Illinois
$5.37M +$38.6K +69 +0.7%
LCS
1247
Luma Capital SA
$5.37M +$5.26M +9,404 New
BCM
1248
Bretton Capital Management
California
$5.35M – – –
GSP
1249
Grafton Street Partners
Florida
$5.33M – – –
SW
1250
SteelPeak Wealth
California
$5.33M +$1.17M +2,085 +29%