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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2151
Cavalier Investments
Georgia
$664K -$77.7K -403 -9%
WCM
2152
Wedge Capital Management
North Carolina
$664K -$43.8K -227 -5%
KCIA
2153
Kingsbury Capital Investment Advisors
Illinois
$663K -$8.1K -42 -1%
LFM
2154
Lumina Fund Management
New York
$661K – – –
FBT
2155
First Bank & Trust
South Dakota
$661K +$19.3K +100 +3%
EL
2156
Essex LLC
Illinois
$658K +$7.52K +39 +1%
JEST
2157
JTC Employer Solutions Trustee
Jersey
$657K – – –
GC
2158
Gould Capital
Washington
$657K +$47.5K +246 +6%
SFP
2159
Sandbox Financial Partners
Maryland
$655K -$14.9K -77 -2%
SWP
2160
Strategic Wealth Partners
Ohio
$654K -$1.56M -8,084 -67%
KP
2161
Keel Point
Alabama
$654K -$205K -1,062 -22%
NDSI
2162
Newman Dignan & Sheerar Inc
Rhode Island
$653K -$15.4K -80 -2%
CWP
2163
Curated Wealth Partners
California
$651K -$271K -1,404 -26%
HCM
2164
HM Capital Management
Missouri
$650K -$926K -4,800 -54%
RIM
2165
Redwood Investment Management
Arizona
$650K +$131K +678 +20%
NFSG
2166
Newbridge Financial Services Group
Florida
$648K +$92K +477 +13%
AWAP
2167
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$647K -$18.9K -98 -2%
AP
2168
Arlington Partners
Alabama
$645K -$21.4K -111 -3%
CPA
2169
Capital Performance Advisors
California
$645K +$40.5K +210 +6%
ICM
2170
III Capital Management
Florida
$645K +$772K +4,000 New
TI
2171
Telemetry Investments
New York
$645K +$772K +4,000 New
FHC
2172
First Heartland Consultants
Missouri
$643K -$438K -2,273 -36%
CT
2173
Columbia Trust
Oregon
$642K -$4.44K -23 -0.6%
RSVP
2174
Ramsay Stattman Vela & Price
Colorado
$642K +$83K +430 +12%
TCM
2175
Traynor Capital Management
Pennsylvania
$640K +$75K +389 +11%
85 86
87
88 89