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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1601
Ameritas Investment Company
Nebraska
$360K – – –
BDF
1602
Balasa Dinverno & Foltz
$360K +$137K +1,021 +61%
GCM
1603
Gladius Capital Management
Illinois
$359K +$360K +2,674 New
MA
1604
MCF Advisors
Kentucky
$358K +$32.1K +239 +10%
GKWIM
1605
Gerber Kawasaki Wealth & Investment Management
California
$357K +$4.84K +36 +1%
RWM
1606
Ritholtz Wealth Management
New York
$356K +$45.6K +339 +15%
MFG
1607
Magnus Financial Group
New York
$355K -$338K -2,510 -49%
RBFC
1608
Roman Butler Fullerton & Co
Missouri
$355K +$356K +2,650 New
IP
1609
Isthmus Partners
Wisconsin
$353K -$16.1K -120 -4%
PA
1610
PSI Advisors
Florida
$353K +$5.65K +42 +2%
BW
1611
Bison Wealth
Georgia
$352K -$155K -1,153 -31%
CFS
1612
CRA Financial Services
New Jersey
$352K -$113K -838 -24%
W
1613
WealthStone
Ohio
$352K +$353K +2,625 New
BFG
1614
Beacon Financial Group
Texas
$351K +$32.3K +240 +10%
TAM
1615
Townsend Asset Management
North Carolina
$350K -$15.5K -115 -4%
PCMK
1616
Paragon Capital Management (Kansas)
Kansas
$350K +$5.11K +38 +1%
JCM
1617
Janney Capital Management
Pennsylvania
$349K -$19.4K -144 -5%
EWF
1618
Epstein & White Financial
California
$349K +$807 +6 +0.2%
CIC
1619
Chilton Investment Company
Connecticut
$348K -$3.33M -24,746 -90%
SBWM
1620
Sunflower Bank Wealth Management
Arizona
$348K -$208K -1,549 -37%
HKAM
1621
Horizon Kinetics Asset Management
New York
$348K -$21K -156 -6%
BWM
1622
Benchmark Wealth Management
Connecticut
$348K – – –
SG
1623
StoneX Group
New York
$347K +$14.4K +107 +4%
GP
1624
Greenline Partners
New York
$346K +$35M +260,491 +1,039%
FMT
1625
First Mercantile Trust
Tennessee
$345K -$53K -394 -14%