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Name Holding Trade Value Shares
Change
Change in
Stake
PAI
876
Pittenger & Anderson Inc
Nebraska
$371K – – –
RFG
877
Range Financial Group
Oregon
$371K +$40.2K +220 +13%
PA
878
Pinnacle Associates
New York
$370K +$22.7K +124 +7%
OWM
879
OneAscent Wealth Management
Alabama
$369K +$50.1K +274 +17%
SG
880
StoneX Group
New York
$366K +$90.8K +497 +37%
AP
881
Appleton Partners
Massachusetts
$366K -$9.14K -50 -3%
BMC
882
Beaton Management Company
Massachusetts
$366K – – –
UFF
883
USA Financial Formulas
Michigan
$365K +$21K +115 +7%
VIP
884
Vista Investment Partners
Oklahoma
$364K – – –
GI
885
GAMMA Investing
California
$364K +$42.4K +232 +14%
FWP
886
FAS Wealth Partners
Kansas
$360K – – –
FFB
887
First Financial Bankshares
Texas
$359K +$332K +1,815 New
SSA
888
Schonfeld Strategic Advisors
New York
$359K -$685K -3,748 -67%
RCAG
889
Rehmann Capital Advisory Group
Michigan
$358K -$23.4K -128 -7%
MJP
890
Michael J. Puzo
$356K – – –
MC
891
Maverick Capital
Texas
$354K +$327K +1,791 New
PPWP
892
Premier Path Wealth Partners
New Jersey
$354K +$59.2K +324 +22%
LOIM
893
Liberty One Investment Management
Illinois
$352K +$110K +601 +51%
ITIM
894
Indiana Trust & Investment Management
Indiana
$349K – – –
PS
895
Planned Solutions
California
$349K – – –
WFS
896
Widmann Financial Services
Maryland
$342K – – –
GC
897
Gilbert & Cook
Iowa
$342K +$315K +1,726 New
PS
898
Principal Securities
Iowa
$341K +$81.5K +446 +35%
HAS
899
Horizon Advisory Services
New York
$340K +$314K +1,719 New
GBT
900
Grove Bank & Trust
Florida
$340K – – –