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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
801
Aster Capital Management
United Arab Emirates
$647K -$1.29M -5,681 -66%
PT
802
Plimoth Trust
Massachusetts
$647K -$13.6K -60 -2%
TI
803
Truepoint Inc
Ohio
$647K +$453 +2 +0.1%
Lazard Asset Management
804
Lazard Asset Management
New York
$646K -$12.3M -54,473 -95%
AF
805
Allworth Financial
California
$646K -$122K -540 -16%
MCM
806
Monarch Capital Management
Indiana
$637K -$27.8K -123 -4%
JCIA
807
Jackson Creek Investment Advisors
Colorado
$636K -$53.2K -235 -9%
AAG
808
Asset Advisory Group
New Jersey
$635K -$152K -673 -19%
GXJ
809
Global X Japan
Japan
$632K -$113K -499 -15%
SCA
810
Stonebridge Capital Advisors
Minnesota
$630K
DAS
811
Dynamic Advisor Solutions
Arizona
$630K +$2.26K +10 +0.4%
PFG
812
Putney Financial Group
California
$628K -$28.1K -124 -4%
IFWM
813
Institute for Wealth Management
Colorado
$623K -$5.66K -25 -0.9%
PCG
814
PFC Capital Group
California
$622K -$5.66K -25 -0.9%
SIC
815
Shoker Investment Counsel
Ohio
$620K -$27.4K -121 -4%
CAS
816
Coppell Advisory Solutions
Texas
$619K +$18.1K +80 New
ACM
817
Allred Capital Management
Texas
$618K +$226 +1 +0%
HPC
818
HM Payson & Co
Maine
$615K
RIA
819
Regal Investment Advisors
Michigan
$614K
OL
820
Odyssean LLC
Connecticut
$614K +$344K +1,520 +123%
CNBT
821
Canandaigua National Bank & Trust
New York
$610K +$620K +2,740 New
RWM
822
Revisor Wealth Management
Ohio
$608K -$65.6K -290 -10%
QAM
823
Q3 Asset Management
Michigan
$607K +$65.2K +288 +12%
CFGA
824
Cambridge Financial Group (Arizona)
Arizona
$602K
FMI
825
Frec Markets Inc
California
$601K +$156K +689 +34%