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Name Holding Trade Value Shares
Change
Change in
Stake
FDW
1576
Fourth Dimension Wealth
Ohio
$375K +$102K +1,028 +37%
CBT
1577
Central Bank & Trust
Kentucky
$374K -$643K -6,493 -63%
IAAG
1578
Innovative Asset Advisors Group
Connecticut
$373K +$51.6K +521 +16%
RRA
1579
Red Reef Advisors
Florida
$373K +$130K +1,316 +54%
UW
1580
Unique Wealth
Florida
$372K -$100K -1,014 -21%
EPA
1581
Element Pointe Advisors
Florida
$372K – – –
DA
1582
DCF Advisers
Connecticut
$372K +$371K +3,750 New
EAM
1583
EdenTree Asset Management
United Kingdom
$372K – – –
FFA
1584
Founders Financial Alliance
North Carolina
$372K +$371K +3,744 New
RWM
1585
Revisor Wealth Management
Ohio
$371K +$109K +1,099 +42%
WE
1586
Wealth Effects
Massachusetts
$371K +$163K +1,645 +79%
WF
1587
Womack Financial
Texas
$370K +$143K +1,449 +64%
EW
1588
Evexia Wealth
Wisconsin
$369K -$147K -1,489 -32%
KNW
1589
Kesler Norman & Wride
Utah
$368K -$176K -1,778 -32%
CMAI
1590
Capital Management Associates Inc
Minnesota
$368K +$367K +3,707 New
NF
1591
Nvest Financial
New Hampshire
$368K +$93.7K +946 +34%
PCM
1592
PenderFund Capital Management
British Columbia, Canada
$367K – – –
SAM
1593
Silphium Asset Management
United Kingdom
$367K +$366K +3,700 New
VNA
1594
Valley National Advisers
Pennsylvania
$367K -$19.5K -197 -5%
RLIM
1595
Red Lighthouse Investment Management
New York
$367K +$495 +5 +0.1%
CGA
1596
Crescent Grove Advisors
Illinois
$364K +$363K +3,667 New
WC
1597
Wexford Capital
Florida
$364K +$363K +3,664 New
FWI
1598
Facet Wealth Inc
Maryland
$364K +$165K +1,670 +84%
MFIM
1599
Mesirow Financial Investment Management
Illinois
$363K +$62.9K +635 +21%
NL
1600
NWAM LLC
Washington
$362K +$81.4K +822 +29%