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Name Holding Trade Value Shares
Change
Change in
Stake
OF
151
Outfitter Financial
Maine
$919K
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$886K
MFFIA
153
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$882K +$879K +26,864 New
WPEP
154
Walnut Private Equity Partners
Nebraska
$870K
AWM
155
Apollon Wealth Management
South Carolina
$865K +$43.6K +1,332 +5%
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$865K -$433K -13,242 -33%
PFS
157
Prospera Financial Services
Texas
$851K +$848K +25,912 New
DF
158
Donoghue Forlines
Massachusetts
$851K +$396K +12,102 +88%
VC
159
Veracity Capital
Georgia
$842K +$839K +25,638 New
CRC
160
Curi RMB Capital
Illinois
$798K
OA
161
Oxbow Advisors
Texas
$789K +$93.2K +2,850 +13%
AFG
162
American Financial Group
Ohio
$739K
William Blair & Company
163
William Blair & Company
Illinois
$738K -$264K -8,083 -26%
RSWM
164
Robertson Stephens Wealth Management
California
$731K
FFP
165
FourThought Financial Partners
Florida
$729K +$726K +22,195 New
ASN
166
Advisory Services Network
Georgia
$708K +$11.1K +339 +2%
CWP
167
CFM Wealth Partners
Texas
$702K +$700K +21,391 New
Franklin Resources
168
Franklin Resources
California
$697K
DADC
169
D.A. Davidson & Co
Montana
$678K +$1.21K +37 +0.2%
GIM
170
Groesbeck Investment Management
New Jersey
$646K -$42.7K -1,306 -6%
MA
171
Modus Advisors
Minnesota
$644K
LW
172
Linscomb Wealth
Texas
$639K +$118K +3,601 +23%
CWM
173
C2C Wealth Management
Arizona
$635K
HWM
174
HB Wealth Management
Georgia
$632K +$16.5K +503 +3%
GA
175
GraniteShares Advisors
New York
$625K -$262K -8,007 -30%