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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
976
JGP Wealth Management
Oregon
$667K -$96.1K -1,119 -12%
MAS
977
Meeder Advisory Services
Ohio
$666K -$61K -710 -8%
SA
978
Strategic Advisors
New York
$666K -$30.8K -359 -4%
BC
979
Bridgefront Capital
Texas
$664K +$196K +2,278 +37%
BB
980
Bell Bank
North Dakota
$663K -$16.6K -193 -2%
WTB
981
Washington Trust Bank
Washington
$661K +$4.12K +48 +0.6%
PGIM
982
Pacific Global Investment Management
California
$659K -$129K -1,500 -15%
FCT
983
First Community Trust
Iowa
$659K -$20.5K -239 -3%
MCM
984
Mork Capital Management
California
$658K
LSV Asset Management
985
LSV Asset Management
Illinois
$655K +$134K +1,555 +23%
GCM
986
Graham Capital Management
Connecticut
$654K +$717K +8,353 New
WA
987
WESPAC Advisors
California
$652K +$20.3K +236 +3%
WP
988
WMS Partners
Maryland
$647K -$152K -1,773 -18%
SC
989
SouthState Corp
Florida
$645K -$12.8K -149 -2%
FCIM
990
Fairview Capital Investment Management
California
$645K
GLA
991
Good Life Advisors
Pennsylvania
$644K +$385K +4,485 +120%
LIM
992
Leavell Investment Management
Alabama
$641K -$88.6K -1,032 -11%
IHL
993
Investment House LLC
California
$639K -$202K -2,352 -22%
WSTAM
994
Wilbanks Smith & Thomas Asset Management
Virginia
$638K -$29.3K -341 -4%
KAM
995
KEB Asset Management
Illinois
$637K -$5.75K -67 -0.8%
IPW
996
Impact Partnership Wealth
Georgia
$634K -$207K -2,416 -23%
TBWA
997
Three Bridge Wealth Advisors
California
$632K +$296K +3,448 +74%
HAIM
998
Hunter Associates Investment Management
Pennsylvania
$632K +$42.8K +499 +7%
CTA
999
Colonial Trust Advisors
South Carolina
$632K +$601 +7 +0.1%
TTWM
1000
TCV Trust & Wealth Management
Virginia
$625K +$20.5K +239 +3%