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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2101
EPG Wealth Management
Georgia
$426K -$1.8K -5 -0.4%
AWM
2102
Alterna Wealth Management
Texas
$426K – – –
HCP
2103
Hexagon Capital Partners
Arkansas
$426K +$10.4K +29 +2%
QT
2104
Quantbot Technologies
New York
$426K +$429K +1,194 New
CCA
2105
Cottonwood Capital Advisors
Utah
$425K +$70.5K +196 +20%
FP
2106
Financial Perspectives
Minnesota
$423K +$50.3K +140 +13%
CIA
2107
Citadel Investment Advisory
Ohio
$422K – – –
WCM
2108
Wallace Capital Management
Texas
$422K – – –
GG
2109
GenWealth Group
New Jersey
$422K +$425K +1,182 New
SBL
2110
Sargent Bickham Lagudis
Colorado
$421K -$1.04M -2,894 -71%
SDWIA
2111
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$421K -$10.8K -30 -2%
MCM
2112
MV Capital Management
Maryland
$421K +$21.9K +61 +5%
VWM
2113
Valley Wealth Managers
New Jersey
$420K -$50.7K -141 -11%
CWM
2114
Cahaba Wealth Management
Georgia
$420K +$14K +39 +3%
CFM
2115
Capricorn Fund Managers
United Kingdom
$420K +$422K +1,175 New
VC
2116
Vicus Capital
Pennsylvania
$419K -$13.7K -38 -3%
ZIG
2117
Zuckerman Investment Group
Illinois
$418K +$39.5K +110 +10%
OFS
2118
OneAscent Financial Services
Alabama
$418K +$135K +376 +47%
PC
2119
Periscope Capital
Ontario, Canada
$417K -$424K -1,180 -50%
FCFS
2120
First Command Financial Services
Texas
$417K +$30.6K +85 +8%
FCB
2121
First Command Bank
Texas
$417K +$37.4K +104 +10%
KFA
2122
Krane Funds Advisors
New York
$417K +$420K +1,168 New
OCM
2123
Objective Capital Management
Ohio
$416K -$6.47K -18 -2%
CCM
2124
Crew Capital Management
Ohio
$416K – – –
SPIO
2125
Seven Post Investment Office
California
$416K – – –