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Name Holding Trade Value Shares
Change
Change in
Stake
OA
1401
Oak Associates
Ohio
$1M
WIP
1402
Wellesley Investment Partners
Massachusetts
$998K -$177K -597 -13%
PPP
1403
Private Portfolio Partners
New Jersey
$997K -$224K -755 -15%
OL
1404
Optas LLC
Texas
$996K -$149K -501 -11%
AI
1405
Aperture Investors
New York
$996K +$1.19M +4,003 New
IIA
1406
IPG Investment Advisors
California
$995K -$529K -1,779 -30%
AFA
1407
Abacus FCF Advisors
Florida
$994K -$121K -408 -9%
PCG
1408
Private Capital Group
Connecticut
$993K +$97.8K +329 +9%
FWM
1409
Foresight Wealth Management
Utah
$992K +$111K +373 +10%
WAS
1410
Winch Advisory Services
Wisconsin
$992K +$477K +1,603 +64%
MCL
1411
MIK Capital LP
New York
$992K +$1.22M +4,105 New
AF
1412
Advisornet Financial
Minnesota
$990K +$23.5K +79 +2%
CC
1413
Cipher Capital
New York
$987K +$864K +2,906 +247%
IAS
1414
IMA Advisory Services
Colorado
$981K -$2.23M -7,515 -65%
AWA
1415
Arkadios Wealth Advisors
Georgia
$980K -$201K -676 -14%
HW
1416
Hedeker Wealth
Illinois
$973K +$12.8K +43 +1%
QT
1417
Quantbot Technologies
New York
$966K +$1.19M +4,003 New
HA
1418
Harfst & Associates
Wyoming
$964K +$41.9K +141 +4%
WA
1419
WBH Advisory
Maryland
$963K -$25.3K -85 -2%
PA
1420
Procyon Advisors
Connecticut
$961K +$398K +1,338 +51%
EH
1421
Equitable Holdings
New York
$952K +$533K +1,792 +83%
PTP
1422
Platform Technology Partners
New York
$950K +$67.8K +228 +6%
FAM
1423
Formidable Asset Management
Ohio
$947K -$201K -677 -15%
CCM
1424
Community Capital Management
Florida
$944K
SAM
1425
Sompo Asset Management
Japan
$942K +$366K +1,230 +46%