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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
2301
Annex Advisory Services
Wisconsin
$843K -$63K -114 -7%
LCS
2302
Levin Capital Strategies
New York
$843K
PAMP
2303
Polar Asset Management Partners
Ontario, Canada
$843K +$830K +1,500 New
SPS
2304
Susquehanna Portfolio Strategies
Pennsylvania
$843K +$830K +1,500 New
KFI
2305
Key Financial Inc
Pennsylvania
$840K
JA
2306
JVL Associates
Michigan
$839K +$3.87K +7 +0.5%
BW
2307
BXM Wealth
Colorado
$838K +$13.3K +24 +2%
HIM
2308
Hanlon Investment Management
New Jersey
$836K +$823K +1,488 New
WFMPM
2309
Woodley Farra Manion Portfolio Management
Indiana
$836K +$38.2K +69 +5%
KC
2310
Knuff & Co
California
$835K -$360K -651 -30%
FFG
2311
Fortem Financial Group
California
$834K -$3.87K -7 -0.5%
FIB
2312
First Interstate Bank
Montana
$832K -$11.6K -21 -1%
OMC
2313
Overbrook Management Corp
New York
$832K +$819K +1,481 New
RHAM
2314
Round Hill Asset Management
California
$826K
SFO
2315
Stokes Family Office
Louisiana
$826K +$7.74K +14 +1%
FWP
2316
Forefront Wealth Partners
Texas
$826K +$25.4K +46 +3%
DIP
2317
DT Investment Partners
Pennsylvania
$825K
MMEA
2318
Main Management ETF Advisors
California
$824K +$13.3K +24 +2%
BAM
2319
BOS Asset Management
Illinois
$824K -$5.53K -10 -0.7%
BFW
2320
Brady Family Wealth
Missouri
$823K +$1.11K +2 +0.1%
BFO
2321
Boston Family Office
Massachusetts
$820K
BWM
2322
Baron Wealth Management
Michigan
$819K +$92.9K +168 +13%
CAI
2323
Capital Advisors Inc
Oklahoma
$818K +$24.9K +45 +3%
MWA
2324
Midland Wealth Advisors
Illinois
$818K -$64.2K -116 -7%
GJWM
2325
Gilliland Jeter Wealth Management
Arkansas
$810K