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Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
2251
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$856K
TCM
2252
Tributary Capital Management
Nebraska
$856K -$40.2K -70 -4%
QL
2253
Quarry LP
New York
$854K +$332K +578 +63%
BW
2254
BIP Wealth
Georgia
$854K +$291K +507 +51%
LCS
2255
Levin Capital Strategies
New York
$853K
CAI
2256
Capital Advisors Inc
Oklahoma
$851K +$24.1K +42 +3%
FNT
2257
First Nebraska Trust
Nebraska
$849K -$8.61K -15 -1%
JA
2258
JVL Associates
Michigan
$849K -$574 -1 -0.1%
PCM
2259
Park Capital Management
Wisconsin
$848K -$39.6K -69 -4%
BW
2260
BXM Wealth
Colorado
$848K
PCH
2261
PGIM Custom Harvest
New Jersey
$848K -$105K -182 -11%
BWM
2262
Baron Wealth Management
Michigan
$847K +$17.8K +31 +2%
KC
2263
Knuff & Co
California
$845K
SAM
2264
Simplify Asset Management
Nevada
$844K +$852K +1,483 New
FWI
2265
Facet Wealth Inc
Maryland
$843K +$393K +685 +86%
OMC
2266
Overbrook Management Corp
New York
$842K
EAM
2267
Empirical Asset Management
Massachusetts
$842K -$447K -779 -34%
CPL
2268
CAP Partners LLC
Tennessee
$841K -$95.9K -167 -10%
CPRC
2269
Consolidated Portfolio Review Corp
New York
$838K -$279K -486 -25%
RHAM
2270
Round Hill Asset Management
California
$836K
DIP
2271
DT Investment Partners
Pennsylvania
$835K
FIB
2272
First Interstate Bank
Montana
$834K -$8.04K -14 -0.9%
BAM
2273
BOS Asset Management
Illinois
$834K
BFO
2274
Boston Family Office
Massachusetts
$830K
PPWM
2275
Paragon Private Wealth Management
Kentucky
$828K +$223K +388 +36%