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Name Holding Trade Value Shares
Change
Change in
Stake
JSP
926
Jackson Square Partners
California
$217K +$202K +1,920 New
B
927
Bellecapital
Switzerland
$217K +$216K +2,060 New
PFO
928
Pathstone Family Office
New Jersey
$216K +$200K +1,910 New
IGGA
929
Iron Gate Global Advisors
Utah
$215K -$15.7K -150 -7%
CIEP
930
Constellation Investimentos e Participacoes
Brazil
$215K +$199K +1,900 New
LA
931
Legacy Advisors
Pennsylvania
$215K +$199K +1,900 New
SC
932
Sepio Capital
Utah
$213K +$197K +1,880 New
KCM
933
Kathmere Capital Management
Pennsylvania
$212K +$8.4K +80 +4%
HCM
934
Howland Capital Management
Massachusetts
$212K +$196K +1,870 New
ESBC
935
E.S. Barr & Co
Kentucky
$209K +$194K +1,850 New
FFA
936
First Foundation Advisors
California
$208K +$193K +1,840 New
SCM
937
Southport Capital Management
Tennessee
$206K +$191K +1,820 New
CAI
938
Capital Advisors Inc
Oklahoma
$205K +$190K +1,810 New
AWE
939
Avidian Wealth Enterprises
Texas
$204K +$189K +1,800 New
CFO
940
Collective Family Office
Pennsylvania
$204K +$189K +1,800 New
FWCM
941
Ferguson Wellman Capital Management
Oregon
$204K +$189K +1,800 New
PFA
942
Paradigm Financial Advisors
Missouri
$203K -$180K -1,710 -49%
RG
943
Rikoon Group
New Mexico
$203K -$63K -600 -25%
HGWM
944
Horst & Graben Wealth Management
Oregon
$203K -$31.5K -300 -14%
AIP
945
Almanack Investment Partners
Pennsylvania
$202K +$187K +1,780 New
IC
946
Inscription Capital
Texas
$201K +$187K +1,780 New
IR
947
Invictus RG
Bermuda
$201K +$187K +1,780 New
PCIA
948
Prime Capital Investment Advisors
Kansas
$196K -$173K -1,650 -49%
HFM
949
Harvest Fund Management
China
$194K -$32.5K -310 -15%
MSFP
950
Mark Sheptoff Financial Planning
Connecticut
$192K – – –