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Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1801
Indiana Trust & Investment Management
Indiana
$306K
KFI
1802
Key Financial Inc
Pennsylvania
$305K
CF
1803
Copperwynd Financial
Arizona
$304K -$2.71K -28 -0.8%
C
1804
Certuity
Florida
$303K +$88.2K +912 +38%
APIM
1805
Agate Pass Investment Management
Washington
$303K -$967 -10 -0.3%
RIP
1806
RAM Investment Partners
Washington
$303K +$119K +1,234 +59%
KWM
1807
Kolinsky Wealth Management
New Jersey
$303K -$24.9K -257 -7%
JLBC
1808
J.L. Bainbridge & Co
Florida
$303K +$4.26K +44 +1%
IC
1809
Iconiq Capital
California
$303K +$112K +1,161 +54%
EP
1810
EPIQ Partners
Minnesota
$302K
LIM
1811
Leavell Investment Management
Alabama
$302K -$5.71K -59 -2%
CM
1812
Capula Management
Cayman Islands
$302K +$297K +3,070 +1,290%
VFM
1813
Vision Financial Markets
Connecticut
$302K +$320K +3,308 New
PCM
1814
Park Capital Management
Wisconsin
$302K +$320K +3,307 New
M
1815
MOTCO
Texas
$302K
DLCIG
1816
D.L. Carlson Investment Group
New Hampshire
$301K +$2.13K +22 +0.7%
FBT
1817
First Bank & Trust
South Dakota
$301K -$13.3K -137 -4%
RIP
1818
Reliant Investment Partners
North Carolina
$301K +$319K +3,300 New
TWM
1819
Tanager Wealth Management
United Kingdom
$300K -$21.5K -222 -6%
BCA
1820
Bay Colony Advisors
Massachusetts
$299K -$13.4K -139 -4%
LWM
1821
LJI Wealth Management
Indiana
$299K -$39.1K -404 -11%
CIS
1822
Continental Investors Services
Washington
$298K +$1.84K +19 +0.6%
RPGK
1823
Retirement Planning Group (Kansas)
Kansas
$298K -$5.42K -56 -2%
CH
1824
Cromwell Holdings
Wyoming
$298K
SI
1825
Severin Investments
Missouri
$298K +$315K +3,260 New