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Name Holding Trade Value Shares
Change
Change in
Stake
BF
401
BOK Financial
Oklahoma
$292K +$275K +4,502 New
PCM
402
Prelude Capital Management
New York
$288K +$272K +4,442 New
TC
403
Tacita Capital
Ontario, Canada
$287K
SIP
404
Stoneridge Investment Partners
Pennsylvania
$285K
HCM
405
Howland Capital Management
Massachusetts
$283K
BCP
406
Berkeley Capital Partners
Georgia
$282K +$1.83K +30 +0.7%
MPPW
407
Mitchell & Pahl Private Wealth
Oklahoma
$278K +$10.5K +171 +4%
BCM
408
Bayesian Capital Management
New York
$273K +$257K +4,206 New
BCI
409
Brinker Capital Investments
Pennsylvania
$267K
CWM
410
Cadence Wealth Management
Massachusetts
$267K +$24.6K +403 +11%
AWM
411
Altium Wealth Management
New York
$266K
ACS
412
Archford Capital Strategies
Illinois
$263K -$1.59K -26 -0.6%
AP
413
Advisor Partners
California
$263K +$248K +4,059 New
IIC
414
Integrated Investment Consultants
Michigan
$262K +$2.32K +38 +1%
RFO
415
RiverGlades Family Offices
Florida
$259K
DI
416
Diligent Investors
California
$257K
FHC
417
First Heartland Consultants
Missouri
$256K
SF
418
Synovus Financial
Georgia
$255K
SG
419
StoneX Group
New York
$248K +$13.3K +217 +6%
RGC
420
Roberts, Glore & Co
Illinois
$243K
SCM
421
Shapiro Capital Management
Georgia
$236K
SKK
422
Shepherd Kaplan Krochuk
Massachusetts
$233K -$12.2K -200 -5%
VWA
423
V Wealth Advisors
Kansas
$230K
PCM
424
Princeton Capital Management
New Jersey
$229K
LSPW
425
Lake Street Private Wealth
Illinois
$229K +$216K +3,532 New