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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2401
Landmark Financial Advisors
Kentucky
$826K +$17K +175 +2%
NVIM
2402
New Vernon Investment Management
Illinois
$813K
CM
2403
Columbus Macro
Pennsylvania
$812K -$38.9K -401 -5%
AIP
2404
Ahrens Investment Partners
Louisiana
$807K -$66.1K -682 -8%
TIM
2405
Thornburg Investment Management
New Mexico
$806K -$41.6K -429 -5%
SCM
2406
Sandler Capital Management
New York
$799K -$9.92M -102,320 -93%
CA
2407
Crewe Advisors
Utah
$791K -$1.36M -14,000 -64%
B
2408
Bellecapital
Switzerland
$787K
RPA
2409
Rock Point Advisors
Vermont
$784K -$10.8K -111 -1%
CFA
2410
Camarda Financial Advisors
Florida
$781K -$9.01K -93 -1%
AC
2411
Allstate Corporation
Illinois
$780K +$176K +1,819 +30%
CW
2412
CreativeOne Wealth
Kansas
$777K -$13.1K -135 -2%
BFPW
2413
BOK Financial Private Wealth
Colorado
$776K -$1.39M -14,349 -65%
AC
2414
Avestar Capital
New York
$775K +$60.4K +623 +8%
WA
2415
WESPAC Advisors
California
$774K -$247K -2,553 -25%
CBA
2416
Coastal Bridge Advisors
Connecticut
$771K +$130K +1,337 +21%
AF
2417
AMG Funds
Connecticut
$768K -$117K -1,209 -13%
DAM
2418
Doheny Asset Management
California
$767K
GFP
2419
Gryphon Financial Partners
Ohio
$766K -$87.5K -903 -10%
DLHL
2420
Donald L. Hagan LLC
Florida
$766K +$31.4K +324 +4%
DWA
2421
Dorsey Wright & Associates
California
$764K +$55.9K +577 +8%
AMCA
2422
Arthur M. Cohen & Associates
Illinois
$764K +$136K +1,399 +2%
HS
2423
HighVista Strategies
Massachusetts
$759K -$9.69K -100 -1%
OLA
2424
Oliver Luxxe Assets
New Jersey
$754K
CFA
2425
Capstone Financial Advisors
Illinois
$750K -$60.1K -620 -8%