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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
2201
Jupiter Asset Management
United Kingdom
$775K -$38.8M -359,818 -98%
HC
2202
Hamilton Capital
Ohio
$775K -$272K -2,516 -26%
VIA
2203
Virtus Investment Advisers
Connecticut
$773K -$133K -1,231 -14%
CHA
2204
Carmichael Hill & Associates
Maryland
$772K -$28.2K -261 -3%
SFG
2205
Summit Financial Group
West Virginia
$772K
CS
2206
Crescent Sterling
Louisiana
$770K -$3.56K -33 -0.5%
GA
2207
Geller Advisors
New York
$767K +$59.2K +548 +8%
MTIC
2208
Missouri Trust & Investment Company
Missouri
$767K +$41.5K +384 +6%
SHWM
2209
Smith & Howard Wealth Management
Georgia
$767K +$280K +2,593 +56%
GFWA
2210
Grey Fox Wealth Advisors
Delaware
$765K -$23.2K -215 -3%
EFI
2211
EHP Funds Inc
Canada
$764K +$68K +630 +10%
VC
2212
Vicus Capital
Pennsylvania
$761K -$2.48K -23 -0.3%
MG
2213
Marex Group
$759K -$738K -6,837 -49%
CWM
2214
Compass Wealth Management
Connecticut
$759K -$5.4K -50 -0.7%
IP
2215
Investment Partners
Ohio
$758K +$190K +1,759 +33%
WA
2216
Waddell & Associates
Tennessee
$755K -$18.6K -172 -2%
GFG
2217
Greystone Financial Group
Michigan
$755K +$9.93K +92 +1%
LL
2218
LWMG LLC
Minnesota
$754K -$36.7K -340 -5%
ACA
2219
Atlas Capital Advisors
Wyoming
$754K -$363K -3,359 -32%
CSI
2220
Cross Staff Investments
New York
$754K
BG
2221
Bellevue Group
Switzerland
$753K +$35K +324 +5%
FAM
2222
Fenimore Asset Management
New York
$751K -$58.8K -545 -7%
VWM
2223
Venturi Wealth Management
Texas
$751K +$117K +1,086 +18%
BOM
2224
Bank of Marin
California
$743K -$7.88K -73 -1%
Verition Fund Management
2225
Verition Fund Management
Connecticut
$743K -$329K -3,050 -30%