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Name Holding Trade Value Shares
Change
Change in
Stake
FBB
1626
Fulton Breakefield Broenniman
Maryland
$247K -$22.7K -295 -8%
OTPPB
1627
Ontario Teachers' Pension Plan Board
Ontario, Canada
$246K -$739K -9,600 -75%
PP
1628
PDS Planning
Ohio
$246K +$249K +3,235 New
PFGIA
1629
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$2.23K +29 +0.9%
TMWM
1630
Taylor & Morgan Wealth Management
Michigan
$245K -$141K -1,836 -36%
SBH
1631
Segall Bryant & Hamill
Illinois
$244K -$74.6K -969 -23%
FWP
1632
Falcon Wealth Planning
California
$244K – – –
RWP
1633
Revolve Wealth Partners
New Jersey
$243K -$47K -610 -16%
KA
1634
Kercheville Advisors
Texas
$243K +$7.7K +100 +3%
HIP
1635
HUB Investment Partners
Texas
$243K +$246K +3,199 New
FFA
1636
Founders Financial Alliance
North Carolina
$243K -$109K -1,413 -31%
FDS
1637
First Dallas Securities
Texas
$242K -$2.31K -30 -0.9%
NWA
1638
New World Advisors
Massachusetts
$242K – – –
ASBI
1639
American State Bank (Iowa)
Iowa
$241K – – –
BHC
1640
Bowen Hanes & Co
Florida
$241K – – –
IEFM
1641
IQ EQ Fund Management
Ireland
$241K +$10.6K +137 +5%
ETIA
1642
Epic Trust Investment Advisors
Washington
$240K -$115K -1,487 -32%
LSA
1643
Lion Street Advisors
Texas
$239K +$137K +1,774 +129%
PIMG
1644
Patriot Investment Management Group
Tennessee
$239K -$37.6K -488 -13%
HNW
1645
High Note Wealth
Minnesota
$238K +$1.85K +24 +0.8%
OAM
1646
Occidental Asset Management
California
$238K -$24.3K -315 -9%
PWM
1647
Palumbo Wealth Management
New York
$235K -$32.3K -419 -12%
MA
1648
MCF Advisors
Kentucky
$234K -$539 -7 -0.2%
OCM
1649
Orchard Capital Management
Illinois
$232K – – –
CI Investments Inc
1650
CI Investments Inc
Ontario, Canada
$232K -$19K -247 -7%