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Name Holding Trade Value Shares
Change
Change in
Stake
SI
626
Schusterman Interests
Oklahoma
$677K
CSB
627
City State Bank
Iowa
$676K +$404K +2,389 +237%
AWA
628
Alta Wealth Advisors
Massachusetts
$673K -$338 -2 -0.1%
DT
629
Diversified Trust
Tennessee
$673K +$236K +1,393 +70%
IVP
630
Intrinsic Value Partners
Arizona
$671K -$55K -325 -9%
AFC
631
AFT Forsyth & Company
Florida
$669K
AGWCA
632
Annis Gardner Whiting Capital Advisors
Florida
$668K +$60K +355 +12%
BFC
633
Blue Fin Capital
Rhode Island
$667K -$90K -532 -14%
VHAM
634
Van Hulzen Asset Management
California
$664K -$89.1K -527 -14%
CMI
635
Clare Market Investments
Texas
$662K +$152K +899 +37%
Brown Advisory
636
Brown Advisory
Maryland
$659K +$116K +684 +26%
CI
637
Cigna Investments
Connecticut
$656K +$8.62K +51 +2%
LCM
638
Laurion Capital Management
New York
$642K +$545K +3,226 New
KLCM
639
KG&L Capital Management
Louisiana
$639K -$685K -4,049 -56%
RGI
640
River Global Investors
United Kingdom
$638K +$308K +1,819 +131%
CPW
641
Catalyst Private Wealth
California
$637K -$10.1K -60 -2%
AIA
642
Alera Investment Advisors
Illinois
$637K -$9.64K -57 -2%
ZDA
643
Zweig-DiMenna Associates
New York
$627K -$2.9M -17,150 -84%
WFA
644
WMG Financial Advisors
Tennessee
$622K -$144K -850 -21%
YCM
645
Yousif Capital Management
Michigan
$619K +$23.3K +138 +5%
HI
646
Harbour Investments
Wisconsin
$615K -$17.6K -104 -3%
FTDI
647
First Trust Direct Indexing
Massachusetts
$615K +$190K +1,124 +57%
Fifth Third Bancorp
648
Fifth Third Bancorp
Ohio
$612K +$3.04K +18 +0.6%
IAS
649
Insigneo Advisory Services
Florida
$612K +$74.6K +441 +17%
MCC
650
Malaga Cove Capital
California
$609K