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Name Holding Trade Value Shares
Change
Change in
Stake
FC
426
FORA Capital
Florida
$454K +$465K +4,356 New
AWM
427
Accurate Wealth Management
Florida
$453K +$181K +1,692 +63%
Commerce Bank
428
Commerce Bank
Missouri
$452K -$9.82K -92 -2%
SC
429
Steph & Co
Wisconsin
$451K – – –
WI
430
Wahed Invest
New York
$448K -$17.9K -168 -4%
RRA
431
Round Rock Advisors
Connecticut
$448K – – –
SC
432
Syon Capital
California
$445K -$196K -1,837 -30%
ECM
433
Everence Capital Management
Indiana
$443K – – –
Phoenix Financial
434
Phoenix Financial
Israel
$442K +$107 +1 +0%
Pallas Capital Advisors
435
Pallas Capital Advisors
Massachusetts
$439K -$10.7K -100 -2%
WWMP
436
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$436K +$447K +4,183 New
WH
437
Whitcomb & Hess
Ohio
$433K – – –
OFG
438
Oxford Financial Group
Indiana
$431K -$8.86K -83 -2%
CG
439
Cynosure Group
Utah
$428K +$439K +4,111 New
GC
440
Globeflex Capital
California
$426K – – –
LIM
441
Leavell Investment Management
Alabama
$426K – – –
WC
442
Waterloo Capital
Texas
$425K +$21.6K +202 +5%
MHIC
443
Marble Harbor Investment Counsel
Massachusetts
$425K -$37.4K -350 -8%
PCP
444
Perbak Capital Partners
United Kingdom
$423K -$805K -7,537 -65%
CI
445
Corient IA
Florida
$417K – – –
Burney Company
446
Burney Company
Virginia
$416K – – –
Kingsview Wealth Management
447
Kingsview Wealth Management
Oregon
$405K -$11.9K -111 -3%
Groupama Asset Management
448
Groupama Asset Management
France
$405K -$43.4K -406 -9%
SFI
449
Siemens Fonds Invest
Germany
$404K +$165K +1,548 +68%
SOW
450
State of Wyoming
Wyoming
$401K -$258K -2,412 -38%