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Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
926
Iron Gate Global Advisors
Utah
$215K -$15.7K -150 -7%
CIEP
927
Constellation Investimentos e Participacoes
Brazil
$215K +$199K +1,900 New
LA
928
Legacy Advisors
Pennsylvania
$215K +$199K +1,900 New
SC
929
Sepio Capital
Utah
$213K +$197K +1,880 New
KCM
930
Kathmere Capital Management
Pennsylvania
$212K +$8.4K +80 +4%
HCM
931
Howland Capital Management
Massachusetts
$212K +$196K +1,870 New
ESBC
932
E.S. Barr & Co
Kentucky
$209K +$194K +1,850 New
FFA
933
First Foundation Advisors
California
$208K +$193K +1,840 New
SCM
934
Southport Capital Management
Tennessee
$206K +$191K +1,820 New
CAI
935
Capital Advisors Inc
Oklahoma
$205K +$190K +1,810 New
AWE
936
Avidian Wealth Enterprises
Texas
$204K +$189K +1,800 New
CFO
937
Collective Family Office
Pennsylvania
$204K +$189K +1,800 New
FWCM
938
Ferguson Wellman Capital Management
Oregon
$204K +$189K +1,800 New
PFA
939
Paradigm Financial Advisors
Missouri
$203K -$180K -1,710 -49%
RG
940
Rikoon Group
New Mexico
$203K -$63K -600 -25%
HGWM
941
Horst & Graben Wealth Management
Oregon
$203K -$31.5K -300 -14%
AIP
942
Almanack Investment Partners
Pennsylvania
$202K +$187K +1,780 New
IC
943
Inscription Capital
Texas
$201K +$187K +1,780 New
IR
944
Invictus RG
Bermuda
$201K +$187K +1,780 New
PCIA
945
Prime Capital Investment Advisors
Kansas
$196K -$173K -1,650 -49%
HFM
946
Harvest Fund Management
China
$194K -$32.5K -310 -15%
MSFP
947
Mark Sheptoff Financial Planning
Connecticut
$192K
OCM
948
Orion Capital Management
California
$191K +$177K +1,690 New
CI
949
CX Institutional
Indiana
$186K -$105K -1,000 -38%
PMFA
950
Plante Moran Financial Advisors
Michigan
$182K -$177K -1,690 -51%