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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
776
Harvey Investment Company
Kentucky
$845K
RFM
777
Royal Fund Management
Florida
$839K +$100 +2 +0%
OHIS
778
Oak Harvest Investment Services
Texas
$836K +$259K +5,205 +50%
FMAEN1
779
Fund Management at Engine No 1
California
$835K +$100K +2,010 +15%
PWM
780
Perigon Wealth Management
California
$833K +$215K +4,315 +38%
MIS
781
Morningstar Investment Services
Illinois
$831K -$12.6K -254 -2%
BFA
782
Buttonwood Financial Advisors
Maryland
$829K -$847 -17 -0.1%
WPW
783
Warther Private Wealth
Ohio
$829K -$15.3K -308 -2%
MIM
784
Marco Investment Management
Georgia
$827K
FF
785
Friedenthal Financial
New Jersey
$825K +$769K +15,439 New
ST
786
Spinnaker Trust
Maine
$818K -$149 -3 -0%
GI
787
Gradient Investments
Minnesota
$811K +$155K +3,118 +26%
FIM
788
Freedom Investment Management
Connecticut
$804K -$30.6K -615 -4%
HWM
789
HB Wealth Management
Georgia
$801K +$194K +3,901 +35%
MMPW
790
Mitchell McLeod Pugh & Williams
Alabama
$799K -$124K -2,486 -14%
JWCA
791
J.W. Cole Advisors
Florida
$798K +$35.5K +712 +5%
OPS
792
Orion Portfolio Solutions
Nebraska
$797K +$28.1K +565 +4%
PFO
793
Pathstone Family Office
New Jersey
$796K +$1.3M +26,095 +272%
CTC
794
Central Trust Company
Missouri
$790K +$51.7K +1,039 +8%
BAM
795
Belpointe Asset Management
Nevada
$787K -$61.7K -1,239 -8%
BC
796
Bridgefront Capital
Texas
$776K +$722K +14,509 New
SSIM
797
Sheets Smith Investment Management
Texas
$774K +$716K +14,372 New
SFG
798
Summit Financial Group
West Virginia
$767K +$69.7K +1,400 +11%
LGA
799
Lebenthal Global Advisors
New York
$756K +$90.8K +1,824 +15%
CWM
800
C2C Wealth Management
Arizona
$752K -$29.9K -600 -4%