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Name Holding Trade Value Shares
Change
Change in
Stake
Focused Alpha LLC
2176
Focused Alpha LLC
Colorado
$12.9M +$1.13M +2,781 +9%
Abbot Financial Management
2177
Abbot Financial Management
Massachusetts
$12.9M +$32.4K +80 +0.2%
Swan Global Investments
2178
Swan Global Investments
Colorado
$12.8M +$13M +32,156 +1,427%
Lifeworks Advisors
2179
Lifeworks Advisors
Michigan
$12.8M +$4.33M +10,696 +45%
BankPlus Trust Department
2180
BankPlus Trust Department
Mississippi
$12.8M +$414K +1,024 +3%
TrueWealth Financial Partners
2181
TrueWealth Financial Partners
Washington
$12.8M -$2.85M -7,052 -17%
Central Pacific Bank - Trust Division
2182
Central Pacific Bank - Trust Division
Hawaii
$12.8M -$4.49M -11,102 -24%
Bank Hapoalim BM
2183
Bank Hapoalim BM
Israel
$12.8M +$2.05M +5,077 +17%
Richards, Merrill & Peterson
2184
Richards, Merrill & Peterson
Washington
$12.7M +$989K +2,444 +8%
Kinsale Capital Group
2185
Kinsale Capital Group
Virginia
$12.7M +$1.21M +2,985 +10%
Argonautica Private Wealth Management
2186
Argonautica Private Wealth Management
Massachusetts
$12.7M -$83.3K -206 -0.6%
Legacy Edge Advisors
2187
Legacy Edge Advisors
New York
$12.7M -$14.6K -36 -0.1%
Sloy Dahl & Holst
2188
Sloy Dahl & Holst
Washington
$12.7M +$557K +1,377 +4%
Rakuten Securities
2189
Rakuten Securities
Japan
$12.7M +$6.38M +15,759 +86%
Corda Investment Management
2190
Corda Investment Management
Texas
$12.7M +$1.27M +3,135 +10%
Prosperity Capital Advisors
2191
Prosperity Capital Advisors
Ohio
$12.7M -$828K -2,046 -6%
Telos Capital Management
2192
Telos Capital Management
California
$12.7M +$341K +844 +3%
VeraBank
2193
VeraBank
Texas
$12.7M -$969K -2,395 -7%
Burke & Herbert Bank & Trust
2194
Burke & Herbert Bank & Trust
Virginia
$12.7M -$690K -1,705 -5%
Argos Wealth Advisors
2195
Argos Wealth Advisors
California
$12.7M +$1.52M +3,759 +12%
Marks Group Wealth Management
2196
Marks Group Wealth Management
Minnesota
$12.7M -$1.68M -4,144 -11%
RPg Family Wealth Advisory
2197
RPg Family Wealth Advisory
Massachusetts
$12.6M +$4.55M +11,242 +50%
Roman Butler Fullerton & Co
2198
Roman Butler Fullerton & Co
Missouri
$12.6M -$70K -173 -0.5%
Bay Colony Advisors
2199
Bay Colony Advisors
Massachusetts
$12.6M -$198K -489 -1%
FSM Wealth Advisors
2200
FSM Wealth Advisors
Ohio
$12.6M +$1.84M +4,550 +16%