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Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1301
Clear Harbor Asset Management
Connecticut
$735K
RVM
1302
Robinson Value Management
Texas
$735K
AWM
1303
Altium Wealth Management
New York
$730K +$83.4K +421 +12%
BWM
1304
Buckley Wealth Management
Nevada
$729K +$62.4K +315 +9%
FMLI
1305
Fukoku Mutual Life Insurance
Japan
$724K
TIM
1306
Tortoise Investment Management
New York
$721K -$23.6K -119 -3%
MCM
1307
McKinley Capital Management
Alaska
$716K +$390K +1,967 +102%
PHK
1308
Point72 Hong Kong
Hong Kong
$714K +$771K +3,889 New
TFO
1309
Tarbox Family Office
California
$712K +$5.35K +27 +0.7%
JMFC
1310
J.M. Forbes & Co
Massachusetts
$711K -$4.76K -24 -0.6%
SBWM
1311
Sunflower Bank Wealth Management
Arizona
$710K -$5.94K -30 -0.8%
EDRH
1312
Edmond de Rothschild Holding
Switzerland
$704K -$509K -2,571 -40%
HCM
1313
Harvest Capital Management
New Hampshire
$702K
CCA
1314
Conestoga Capital Advisors
Pennsylvania
$701K
WAM
1315
Wolverine Asset Management
Illinois
$698K -$29.8M -150,401 -98%
PT
1316
Plimoth Trust
Massachusetts
$696K -$39.2K -198 -5%
OSAM
1317
O'Shaughnessy Asset Management
Connecticut
$693K +$187K +943 +33%
PWM
1318
Paulson Wealth Management
Illinois
$689K -$45.2K -228 -6%
WF
1319
WoodTrust Financial
Wisconsin
$687K +$14.7K +74 +2%
NCM
1320
Novare Capital Management
North Carolina
$686K -$6.85M -34,568 -90%
SAM
1321
SignalPoint Asset Management
Missouri
$685K +$127K +639 +21%
MOS
1322
MGO One Seven
Ohio
$684K -$36.9K -186 -5%
EM
1323
Excalibur Management
Massachusetts
$684K -$23.8K -120 -3%
CAW
1324
Cornerstone Advisors (Washington)
Washington
$684K +$182K +916 +33%
ITIM
1325
Indiana Trust & Investment Management
Indiana
$679K -$28.3K -143 -4%