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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1101
Morton Capital Management
California
$206K +$220K +4,555 New
PCS
1102
Personal CFO Solutions
New Jersey
$206K +$220K +4,554 New
IWA
1103
Icon Wealth Advisors
Texas
$206K +$6.85K +142 +4%
HB
1104
Horizon Bancorp
Indiana
$205K +$3.14K +65 +1%
JC
1105
JBF Capital
Colorado
$205K +$219K +4,529 New
YIA
1106
YHB Investment Advisors
Connecticut
$205K -$277K -5,748 -56%
CI
1107
Conning Inc
Connecticut
$203K -$39.9K -827 -16%
KFGK
1108
Keystone Financial Group (Kentucky)
Kentucky
$202K +$216K +4,465 New
AIM
1109
Acropolis Investment Management
Missouri
$202K -$17.7K -366 -8%
AWC
1110
Abundance Wealth Counselors
Pennsylvania
$202K +$215K +4,457 New
BI
1111
Bradyco Inc
Massachusetts
$202K – – –
VA
1112
VestGen Advisors
Illinois
$200K +$213K +4,408 New
AF
1113
Advisornet Financial
Minnesota
$198K -$627 -13 -0.3%
Los Angeles Capital Management
1114
Los Angeles Capital Management
California
$196K – – –
WT
1115
Whittier Trust
California
$192K -$61.8K -1,280 -23%
CSP
1116
Cary Street Partners
Virginia
$181K -$3.85M -79,817 -95%
BIAS
1117
Beacon Investment Advisory Services
New Jersey
$181K -$6.8M -140,791 -97%
FIA
1118
Foundations Investment Advisors
Arizona
$174K -$161K -3,336 -46%
CLOS
1119
Compagnie Lombard Odier SCmA
Switzerland
$173K – – –
WETS
1120
Wealth Enhancement Trust Services
South Dakota
$172K +$104K +2,165 +132%
BA
1121
Bard Associates
Illinois
$169K +$160K +3,313 +787%
EFMH
1122
E Fund Management (HK)
Hong Kong
$168K +$54.9K +1,138 +44%
CBT
1123
Crews Bank & Trust
Florida
$167K – – –
DSC
1124
Daytona Street Capital
Missouri
$161K – – –
EPAM
1125
Evelyn Partners Asset Management
$161K -$3.29M -68,253 -95%