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Name Holding Trade Value Shares
Change
Change in
Stake
MKC
1926
M. Kraus & Co
Vermont
$484K -$3.45K -132 -0.7%
CCA
1927
Childress Capital Advisors
Texas
$483K +$141K +5,378 +39%
MIA
1928
MeadowBrook Investment Advisors
Michigan
$483K -$5.23K -200 -1%
CGL
1929
Clarius Group LLC
Washington
$481K -$307K -11,746 -38%
LCM
1930
LCM Capital Management
Illinois
$481K -$8.79K -336 -2%
WA
1931
WBH Advisory
Maryland
$480K +$87.2K +3,332 +21%
GWA
1932
GGM Wealth Advisors
Maryland
$480K -$7.69K -294 -1%
Krane Funds Advisors
1933
Krane Funds Advisors
New York
$479K +$46.6K +1,781 +10%
BFO
1934
Biltmore Family Office
North Carolina
$479K +$9.24K +353 +2%
ERWM
1935
Elk River Wealth Management
Colorado
$478K – – –
Curi RMB Capital
1936
Curi RMB Capital
Illinois
$477K -$496K -18,973 -50%
OLA
1937
Oliver Luxxe Assets
New Jersey
$477K +$10.5K +401 +2%
BFWA
1938
Benchmark Financial Wealth Advisors
Florida
$476K +$81.5K +3,113 +20%
CWA
1939
Cura Wealth Advisors
Illinois
$475K +$105K +4,023 +27%
Vestmark Advisory Solutions
1940
Vestmark Advisory Solutions
Massachusetts
$474K +$490K +18,724 New
1IA
1941
1620 Investment Advisors
Massachusetts
$474K +$16.5K +629 +3%
TCI Wealth Advisors
1942
TCI Wealth Advisors
Arizona
$474K -$26.5K -1,014 -5%
MMM
1943
Mendel Money Management
Illinois
$473K – – –
PEAK6
1944
PEAK6
Illinois
$473K +$102K +3,912 +27%
WAS
1945
Winch Advisory Services
Wisconsin
$473K +$36.3K +1,389 +8%
iA Global Asset Management
1946
iA Global Asset Management
Quebec, Canada
$472K +$3.95K +151 +0.8%
NIA
1947
NBZ Investment Advisors
Tennessee
$472K -$12.4K -475 -2%
SouthState Corp
1948
SouthState Corp
Florida
$471K -$86.4K -3,302 -15%
SC
1949
Sawyer & Company
Massachusetts
$470K -$15.6K -597 -3%
CH
1950
Cromwell Holdings
Wyoming
$470K +$190K +7,250 +64%