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Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
676
Dai-ichi Life Insurance Company
Japan
$238K
PP
677
Pegasus Partners
Wisconsin
$237K -$92.3K -325 -29%
GF
678
Gabelli Funds
New York
$237K
VFA
679
Valeo Financial Advisors
Indiana
$236K +$1.7K +6 +0.7%
PS
680
Planned Solutions
California
$235K
HI
681
Horizon Investments
North Carolina
$235K +$1.7K +6 +0.8%
QCM
682
Qsemble Capital Management
New York
$235K +$10.2K +36 +5%
WAS
683
Wealth Advisory Solutions
Indiana
$232K +$222K +783 New
CW
684
Channel Wealth
California
$230K -$4.26K -15 -2%
SWM
685
Shakespeare Wealth Management
Wisconsin
$228K
KTA
686
Keeley-Teton Advisors
Illinois
$225K
SGCA
687
Steel Grove Capital Advisors
Tennessee
$224K
MHIC
688
Marble Harbor Investment Counsel
Massachusetts
$222K
PA
689
Pinnacle Associates
New York
$221K +$1.42K +5 +0.7%
SOW
690
State of Wyoming
Wyoming
$219K +$102K +361 +96%
NIM
691
NEOS Investment Management
Connecticut
$218K -$3.41K -12 -2%
LIM
692
Longfellow Investment Management
Massachusetts
$217K +$207K +731 +24,367%
CCAL
693
City Center Advisors LLC
Michigan
$216K +$207K +728 New
DBIA
694
Dumont & Blake Investment Advisors
New Jersey
$214K +$5.96K +21 +3%
LFG
695
Larson Financial Group
Missouri
$212K +$114K +400 +127%
WPW
696
Waldron Private Wealth
Pennsylvania
$212K +$1.99K +7 +1%
MIM
697
Morningstar Investment Management
Illinois
$211K
VSQM
698
V-Square Quantitative Management
Illinois
$210K
BAM
699
Belpointe Asset Management
Nevada
$208K +$199K +702 New
KLC
700
Knowledge Leaders Capital
Colorado
$207K -$226K -796 -53%