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Name Holding Trade Value Shares
Change
Change in
Stake
EP Wealth Advisors
2776
EP Wealth Advisors
California
$348K -$10.5M -484,600 -89%
NFG
2777
Norris Financial Group
South Carolina
$347K +$270K +12,490 New
JA
2778
JVL Associates
Michigan
$347K +$270K +12,480 New
TNB
2779
Thomasville National Bank
Georgia
$346K +$270K +12,460 New
AIA
2780
Armor Investment Advisors
North Carolina
$345K +$269K +12,430 New
ICM
2781
Intrepid Capital Management
Florida
$345K +$269K +12,420 New
LW
2782
Linscomb Wealth
Texas
$345K -$651K -30,090 -71%
EE
2783
EWG Elevate
California
$344K +$16.9K +780 +7%
OFW
2784
Omnia Family Wealth
Florida
$343K +$267K +12,350 New
CA
2785
Calton & Associates
Florida
$342K -$531K -24,530 -67%
CAC
2786
Core Alternative Capital
Georgia
$341K +$66.2K +3,060 +33%
Driehaus Capital Management
2787
Driehaus Capital Management
Illinois
$341K +$266K +12,270 New
KL
2788
KilterHowling LLC
Colorado
$340K +$265K +12,250 New
CWM
2789
Castle Wealth Management
Florida
$340K +$265K +12,240 New
KS
2790
Karpas Strategies
Connecticut
$339K +$264K +12,220 New
OIM
2791
Oder Investment Management
California
$339K – – –
FZCM
2792
Flynn Zito Capital Management
New York
$339K +$264K +12,200 New
RC
2793
Resonate Capital
California
$337K +$263K +12,140 New
PCMC
2794
Private Capital Management (Colorado)
Colorado
$337K -$91.5K -4,230 -26%
BIA
2795
Bell Investment Advisors
California
$337K -$11.3K -520 -4%
AA
2796
Addison Advisors
Vermont
$336K -$65.1K -3,010 -20%
SFP
2797
Sweet Financial Partners
Minnesota
$336K +$262K +12,090 New
BCFD
2798
Boit C.F. David
$335K – – –
CVM
2799
Cheviot Value Management
California
$335K +$261K +12,060 New
TA
2800
Townsend & Associates
Colorado
$335K +$261K +12,070 New