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Name Holding Trade Value Shares
Change
Change in
Stake
MAS
651
Meeder Advisory Services
Ohio
$475K +$490K +3,606 New
NCM
652
Nelson Capital Management
California
$472K
CI
653
CX Institutional
Indiana
$471K +$486K +3,577 New
CG
654
Caprock Group
Idaho
$470K +$66.6K +490 +16%
OL
655
Owen LaRue
Kentucky
$470K +$466K +3,430 New
DIP
656
Davis Investment Partners
North Carolina
$469K +$381K +2,800 New
JCIA
657
Jackson Creek Investment Advisors
Colorado
$469K -$87.9K -647 -15%
RMAM
658
Raab & Moskowitz Asset Management
New Jersey
$468K
IWA
659
IVC Wealth Advisors
Pennsylvania
$466K +$408 +3 +0.1%
SAM
660
Secure Asset Management
Michigan
$462K
SW
661
SVB Wealth
Massachusetts
$460K +$103K +759 +28%
PFA
662
Pathway Financial Advisers
Indiana
$459K +$473K +3,484 New
SIC
663
Shoker Investment Counsel
Ohio
$458K +$951 +7 +0.2%
MWPCG
664
Measured Wealth Private Client Group
New Hampshire
$457K +$544 +4 +0.1%
AAS
665
Ameritas Advisory Services
Nebraska
$455K +$95K +699 +25%
RGI
666
River Global Investors
United Kingdom
$452K +$29.9K +220 +7%
HWP
667
Highline Wealth Partners
California
$451K
PI
668
PEAK6 Investments
Illinois
$449K -$7.82M -57,554 -94%
RFG
669
Range Financial Group
Oregon
$447K -$46.9K -345 -9%
GDP
670
Great Diamond Partners
Maine
$447K -$22.2K -163 -5%
MWA
671
Monograph Wealth Advisors
California
$444K +$456K +3,354 New
PT
672
Plimoth Trust
Massachusetts
$443K -$36K -265 -7%
BIM
673
Baldwin Investment Management
Pennsylvania
$441K +$34K +250 +8%
AI
674
Accredited Investors
Minnesota
$440K +$29.5K +217 +7%
CWC
675
Carolinas Wealth Consulting
North Carolina
$436K