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Name Holding Trade Value Shares
Change
Change in
Stake
WB
2251
Webster Bank
Connecticut
$811K -$83.3K -167 -10%
LPFG
2252
Landing Point Financial Group
Ohio
$810K +$499 +1 +0.1%
SAM
2253
Simplify Asset Management
Nevada
$810K +$25.4K +51 +3%
JWS
2254
Juncture Wealth Strategies
Arizona
$809K +$785K +1,575 New
KFI
2255
Key Financial Inc
Pennsylvania
$808K -$8.97K -18 -1%
VIA
2256
Victrix Investment Advisors
Florida
$808K +$6.98K +14 +0.9%
BW
2257
BXM Wealth
Colorado
$806K – – –
AF
2258
Abound Financial
California
$806K -$47.9K -96 -6%
QFA
2259
Quantum Financial Advisors
California
$806K -$12K -24 -2%
CA
2260
Claro Advisors
Massachusetts
$805K +$31.4K +63 +4%
MAM
2261
McLaughlin Asset Management
Illinois
$804K -$38.4K -77 -5%
PAW
2262
Plan A Wealth
Nebraska
$804K +$79.3K +159 +11%
GKFF
2263
George Kaiser Family Foundation
Oklahoma
$804K +$384K +771 +97%
PGCM
2264
Prescott Group Capital Management
Oklahoma
$804K +$384K +771 +97%
ACM
2265
Advance Capital Management
Michigan
$802K -$16K -32 -2%
BAM
2266
Byrne Asset Management
New Jersey
$801K -$2.49K -5 -0.3%
BC
2267
Bridgefront Capital
Texas
$801K -$1.26M -2,526 -62%
FOA
2268
Five Oceans Advisors
California
$800K -$1.5K -3 -0.2%
SMA
2269
Seven Mile Advisory
New Jersey
$799K -$124K -248 -14%
MIA
2270
MainStreet Investment Advisors
Illinois
$798K -$39.4K -79 -5%
VDBMI
2271
Van Den Berg Management I
Texas
$798K -$17.5K -35 -2%
GA
2272
Greenspring Advisors
Maryland
$797K +$98.2K +197 +15%
AWM
2273
Ariadne Wealth Management
California
$796K +$26.9K +54 +4%
WFMPM
2274
Woodley Farra Manion Portfolio Management
Indiana
$795K -$56.3K -113 -7%
SPWG
2275
Syntegra Private Wealth Group
Missouri
$795K +$32.4K +65 +4%