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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1251
Tectonic Advisors
Texas
$543K +$543K +3,695 New
GIA
1252
Gateway Investment Advisers
Ohio
$542K -$895K -6,091 -62%
SRC
1253
Shufro Rose & Co
New York
$541K
TCM
1254
Teza Capital Management
Illinois
$540K -$804K -5,473 -60%
ZIG
1255
Zullo Investment Group
Pennsylvania
$540K -$122K -828 -18%
FG
1256
Fiduciary Group
Georgia
$540K -$23.9K -163 -4%
CI
1257
CX Institutional
Indiana
$538K +$6.46K +44 +1%
CSC
1258
Caldwell Sutter Capital
California
$537K -$61.4K -418 -10%
JEST
1259
JTC Employer Solutions Trustee
Jersey
$531K
OC
1260
Oakworth Capital
Alabama
$530K +$43.3K +295 +9%
GLLW
1261
Graves Light Lenhart Wealth
Virginia
$530K +$735 +5 +0.1%
JSW
1262
Journey Strategic Wealth
New Jersey
$530K +$32.3K +220 +6%
SGC
1263
Slocum, Gordon & Co
Rhode Island
$529K -$1.56M -10,608 -75%
ZIG
1264
Zuckerman Investment Group
Illinois
$529K
WIM
1265
Warwick Investment Management
Texas
$525K +$11.8K +80 +2%
WAS
1266
Winch Advisory Services
Wisconsin
$524K +$147 +1 +0%
UB
1267
Umpqua Bank
Oregon
$523K
LC
1268
Lindbrook Capital
California
$522K +$19.5K +133 +4%
CCB
1269
Country Club Bank
Missouri
$522K -$11K -75 -2%
VA
1270
VestGen Advisors
Illinois
$521K +$521K +3,547 New
AWM
1271
Angeles Wealth Management
California
$520K +$112K +763 +27%
AFG
1272
Allegheny Financial Group
Pennsylvania
$520K -$15.3K -104 -3%
RBFC
1273
Roman Butler Fullerton & Co
Missouri
$519K +$564K +3,838 New
CBTWT
1274
Community Bank & Trust (Waco, Texas)
Texas
$517K
MFS
1275
Miller Financial Services
Michigan
$517K -$37.2K -253 -7%