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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1151
Diligent Investors
California
$655K +$404K +3,686 +108%
BAM
1152
Blueshift Asset Management
New Jersey
$655K +$778K +7,095 New
FAM
1153
Formidable Asset Management
Ohio
$654K +$219 +2 +0%
DAS
1154
Dynamic Advisor Solutions
Arizona
$653K -$525K -4,790 -40%
TPWM
1155
Twelve Points Wealth Management
Massachusetts
$652K -$16.7K -152 -2%
HCMT
1156
Highland Capital Management (Tennessee)
Tennessee
$652K
PI
1157
Pettee Investors
Connecticut
$652K
RRA
1158
Round Rock Advisors
Connecticut
$651K +$550K +5,010 +247%
SG
1159
StoneX Group
New York
$649K +$50K +456 +7%
BS
1160
Boenning & Scattergood
Pennsylvania
$646K +$290K +2,643 +61%
FPAS
1161
Focus Partners Advisor Solutions
Missouri
$644K +$58.5K +533 +8%
PIM
1162
Progressive Investment Management
Oregon
$643K
SN
1163
Sittner & Nelson
Oregon
$643K +$188K +1,718 +33%
FM
1164
Foster & Motley
Ohio
$642K -$10.8K -98 -1%
EFI
1165
EHP Funds Inc
Canada
$641K +$105K +957 +16%
CASB
1166
Cape Ann Savings Bank
Massachusetts
$638K -$11.8K -108 -2%
Jones Financial Companies
1167
Jones Financial Companies
Missouri
$637K -$134K -1,219 -15%
RCG
1168
Regatta Capital Group
California
$637K +$329 +3 +0.1%
IFG
1169
Independent Financial Group
California
$637K +$250K +2,278 +49%
MCM
1170
Mork Capital Management
California
$634K
BTWM
1171
Baker Tilly Wealth Management
Wisconsin
$634K +$21.3K +194 +3%
GIM
1172
Greylin Investment Management
Virginia
$634K +$218K +1,991 +41%
MC
1173
Martin & Co
Tennessee
$629K +$15.7K +143 +2%
MSFS
1174
Main Street Financial Solutions
Pennsylvania
$629K +$46.2K +421 +7%
CT
1175
Clearstead Trust
Maine
$629K +$602K +5,492 +417%