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Name Holding Trade Value Shares
Change
Change in
Stake
BI
501
BFI Infinity
Switzerland
$254K -$185K -8,000 -44%
CCA
502
Cottonwood Capital Advisors
Utah
$251K +$228K +9,874 New
World Investment Advisors
503
World Investment Advisors
California
$248K +$225K +9,753 New
JCM
504
Jacobi Capital Management
Pennsylvania
$248K – – –
TCBWMS
505
Texas Capital Bank Wealth Management Services
Texas
$245K +$223K +9,640 New
MFA
506
Mayflower Financial Advisors
Massachusetts
$242K +$220K +9,526 New
S
507
Sunpointe
Missouri
$241K – – –
Empirical Wealth Management
508
Empirical Wealth Management
Washington
$240K +$219K +9,470 New
DI
509
Disciplined Investors
Texas
$238K +$217K +9,375 New
Arax Advisory Partners
510
Arax Advisory Partners
Colorado
$237K +$84.9K +3,674 +65%
MHR
511
Matthew Hamilton Rosenberg
$237K – – –
RA
512
Riversedge Advisors
Delaware
$237K +$215K +9,321 New
Geneos Wealth Management
513
Geneos Wealth Management
Colorado
$235K +$53.9K +2,333 +34%
Aptus Capital Advisors
514
Aptus Capital Advisors
Alabama
$234K +$213K +9,223 New
Wedbush Securities
515
Wedbush Securities
California
$231K +$210K +9,105 New
WA
516
Wealth Architects
California
$230K +$210K +9,078 New
Riverbridge Partners
517
Riverbridge Partners
Minnesota
$230K +$209K +9,053 New
Allworth Financial
518
Allworth Financial
California
$229K -$8.39K -363 -4%
Douglass Winthrop Advisors
519
Douglass Winthrop Advisors
New York
$227K +$206K +8,925 New
Tidal Investments
520
Tidal Investments
Wisconsin
$224K -$50K -2,166 -20%
Ingalls & Snyder LLC
521
Ingalls & Snyder LLC
New York
$222K +$202K +8,760 New
EBA
522
Eagle Bay Advisors
New York
$219K +$30.7K +1,327 +18%
MCM
523
Morton Capital Management
California
$218K +$180K +7,776 New
Xponance
524
Xponance
Pennsylvania
$218K +$199K +8,594 New
SMA
525
Sage Mountain Advisors
Georgia
$217K +$198K +8,556 New