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Name Holding Trade Value Shares
Change
Change in
Stake
EP
951
Edgestream Partners
New Jersey
$521K -$517K -8,916 -50%
AUB
952
Atlantic Union Bankshares
Virginia
$521K -$54.3K -936 -9%
MOS
953
MGO One Seven
Ohio
$520K -$20.4K -352 -4%
CSPIA
954
Cary Street Partners Investment Advisory
Virginia
$520K +$62.2K +1,072 +14%
NSAM
955
North Star Asset Management
Wisconsin
$519K -$1.8K -31 -0.3%
WP
956
Wealthspan Partners
Iowa
$519K
EGA
957
E&G Advisors
Texas
$519K -$23.5K -405 -4%
CCFCSB
958
Cape Cod Five Cents Savings Bank
Massachusetts
$518K +$260K +4,476 +102%
CFD
959
Creative Financial Designs
Indiana
$518K +$30.9K +532 +6%
TFA
960
Teamwork Financial Advisors
Texas
$515K +$143K +2,459 +39%
SI
961
SCP Investment
California
$513K +$46.4K +800 +10%
FMWA
962
Forvis Mazars Wealth Advisors
Missouri
$512K -$32.5K -561 -6%
CHJWM
963
Carlton Hofferkamp & Jenks Wealth Management
Texas
$511K -$8.12K -140 -2%
GL
964
Graypoint LLC
New York
$511K +$188K +3,237 +59%
CWM
965
Calamos Wealth Management
Illinois
$508K -$23.8K -411 -5%
HPC
966
HM Payson & Co
Maine
$507K +$46.4K +800 +10%
SRAM
967
Spouting Rock Asset Management
Pennsylvania
$501K +$499K +8,597 New
TAS
968
TIFF Advisory Services
Pennsylvania
$501K -$714K -12,304 -59%
AAM
969
Azzad Asset Management
Virginia
$501K +$182K +3,139 +58%
BOH
970
Bank of Hawaii
Hawaii
$495K -$957K -16,497 -66%
HKAM
971
Horizon Kinetics Asset Management
New York
$493K +$73.6K +1,269 +18%
EH
972
Equitable Holdings
New York
$486K +$163K +2,816 +51%
SAM
973
Sawgrass Asset Management
Florida
$486K -$108K -1,856 -18%
NFG
974
Nations Financial Group
Iowa
$485K +$11K +190 +2%
MW
975
Marcum Wealth
Ohio
$484K +$32.7K +564 +7%