Name Holding Trade Value Shares
Change
Change in
Stake
SC
451
Schubert & Co
Texas
$725K -$10.6K -39 -2%
YMRC
452
Yorktown Management & Research Company
Virginia
$708K – – –
FCG
453
Fielder Capital Group
Tennessee
$705K -$271 -1 -0%
ECM
454
Everence Capital Management
Indiana
$705K -$21.7K -80 -4%
KCP
455
Kera Capital Partners
California
$704K -$50.9K -188 -8%
IP
456
Interval Partners
New York
$703K -$2.08M -7,679 -78%
WMG
457
WESCAP Management Group
California
$701K -$40.1K -148 -6%
GWM
458
Gilpin Wealth Management
Colorado
$692K – – –
FTWA
459
Fifth Third Wealth Advisors
Ohio
$692K +$4.33K +16 +0.7%
LTAS
460
Linden Thomas Advisory Services
North Carolina
$689K -$1.05M -3,894 -65%
SLG
461
Stanley-Laman Group
Pennsylvania
$687K – – –
BAM
462
Belpointe Asset Management
Nevada
$682K -$63.9K -236 -10%
SCA
463
Snowden Capital Advisors
New York
$660K +$87.2K +322 +19%
FPW
464
Fairvoy Private Wealth
Alabama
$657K +$553K +2,043 New
GI
465
GAMMA Investing
California
$648K +$73.4K +271 +16%
FFN
466
Focus Financial Network
Minnesota
$646K -$3.25K -12 -0.6%
PVI
467
Pine Valley Investments
New Jersey
$643K – – –
SCM
468
Shelton Capital Management
Colorado
$639K -$3.38M -12,488 -86%
SG
469
StoneX Group
New York
$637K -$412K -1,522 -43%
KBC Group
470
KBC Group
Belgium
$634K +$54.1K +200 +11%
HIM
471
Hanlon Investment Management
New Jersey
$632K +$532K +1,965 New
CAG
472
Crestwood Advisors Group
Massachusetts
$632K +$33K +122 +7%
EWA
473
EP Wealth Advisors
California
$625K -$23K -85 -4%
GIA
474
Guyasuta Investment Advisors
Pennsylvania
$621K – – –
PL
475
Parkwood LLC
Ohio
$593K +$499K +1,844 New