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Name Holding Trade Value Shares
Change
Change in
Stake
OTL
976
Oak Thistle LLC
New York
$971K -$2.53M -15,481 -72%
HA
977
Herold Advisors
New York
$968K -$32.4K -198 -3%
Robertson Stephens Wealth Management
978
Robertson Stephens Wealth Management
California
$966K -$75.4K -461 -7%
NCM
979
Neumann Capital Management
California
$962K – – –
GIA
980
Gladstone Institutional Advisory
Florida
$955K -$1.06M -6,472 -52%
FCA
981
FLC Capital Advisors
California
$949K -$36.8K -225 -4%
PL
982
PeakShares LLC
Florida
$947K +$967K +5,916 New
CBT
983
Crews Bank & Trust
Florida
$943K -$39.9K -244 -4%
TM
984
Taproot Management
New York
$943K +$963K +5,890 New
EF
985
Exeter Financial
Arizona
$943K – – –
IAS
986
Insigneo Advisory Services
Florida
$943K -$4.58K -28 -0.5%
PPWP
987
Premier Path Wealth Partners
New Jersey
$941K +$29.4K +180 +3%
XF
988
XML Financial
Maryland
$940K -$38.3K -234 -4%
BHBT
989
Burke & Herbert Bank & Trust
Virginia
$940K -$81.8K -500 -8%
SWK
990
Stephen W. Kidder
$939K – – –
DM
991
Diker Management
New York
$937K +$479K +2,927 +100%
LJAC
992
L.J. Altfest & Co
New York
$936K -$16.4K -100 -2%
SLWA
993
San Luis Wealth Advisors
California
$929K +$2.45K +15 +0.3%
F.L. Putnam Investment Management
994
F.L. Putnam Investment Management
Massachusetts
$927K +$114K +696 +14%
SVWAG
995
Sound View Wealth Advisors Group
Georgia
$925K -$3.11K -19 -0.3%
SWM
996
Shrier Wealth Management
California
$924K +$944K +5,771 New
HUB Investment Partners
997
HUB Investment Partners
Texas
$918K -$94.4K -577 -9%
MSS
998
Mitchell Sinkler & Starr
Pennsylvania
$916K +$13.9K +85 +2%
AWM
999
Aries Wealth Management
Maine
$913K – – –
Horizon Kinetics Asset Management
1000
Horizon Kinetics Asset Management
New York
$913K -$16.4K -100 -2%