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Name Holding Trade Value Shares
Change
Change in
Stake
Highline Wealth Partners
1351
Highline Wealth Partners
California
$220K +$219K +1,288 New
O'Shaughnessy Asset Management
1352
O'Shaughnessy Asset Management
Connecticut
$219K +$218K +1,284 New
Financial Advisory Corporation
1353
Financial Advisory Corporation
Michigan
$218K +$217K +1,277 New
Panoramic Investment Advisors
1354
Panoramic Investment Advisors
Colorado
$218K +$217K +1,276 New
Parsons Capital Management
1355
Parsons Capital Management
Rhode Island
$217K +$216K +1,271 New
APW
1356
Aurora Private Wealth
New Jersey
$217K +$216K +1,269 New
GCM
1357
Gunpowder Capital Management
Maryland
$217K +$216K +1,270 New
Cardiff Park Advisors
1358
Cardiff Park Advisors
California
$217K +$216K +1,269 New
Evolution Wealth Advisors
1359
Evolution Wealth Advisors
Florida
$216K +$215K +1,265 New
Werba Rubin Papier Wealth Management
1360
Werba Rubin Papier Wealth Management
California
$215K +$214K +1,257 New
Badgley Phelps Wealth Managers
1361
Badgley Phelps Wealth Managers
Washington
$214K +$213K +1,251 New
MAM
1362
Milestone Asset Management
Pennsylvania
$214K +$212K +1,250 New
Wealthcare Capital Partners
1363
Wealthcare Capital Partners
Pennsylvania
$214K +$212K +1,250 New
Roberts, Glore & Co
1364
Roberts, Glore & Co
Illinois
$213K +$211K +1,244 New
GW Henssler & Associates
1365
GW Henssler & Associates
Georgia
$212K +$211K +1,242 New
Emissary Wealth LLC
1366
Emissary Wealth LLC
New Jersey
$212K +$211K +1,242 New
Vista Finance
1367
Vista Finance
Missouri
$211K +$210K +1,235 New
Richard P. Slaughter Associates
1368
Richard P. Slaughter Associates
Texas
$211K +$210K +1,234 New
Challenger Wealth Management
1369
Challenger Wealth Management
California
$210K +$209K +1,230 New
N10 Wealth
1370
N10 Wealth
Connecticut
$210K +$209K +1,228 New
SlateStone Wealth
1371
SlateStone Wealth
Florida
$209K +$208K +1,225 New
BankPlus Trust Department
1372
BankPlus Trust Department
Mississippi
$208K +$207K +1,220 New
McGlone Suttner Wealth Management
1373
McGlone Suttner Wealth Management
Wisconsin
$208K +$207K +1,220 New
Fullerton Advisors
1374
Fullerton Advisors
California
$208K +$207K +1,220 New
City State Bank
1375
City State Bank
Iowa
$208K +$207K +1,219 New