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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1026
Townsend Asset Management
North Carolina
$857K – – –
ED
1027
Exane Derivatives
France
$854K -$196K -481 -19%
SFO
1028
Stokes Family Office
Louisiana
$850K -$31K -76 -4%
CI
1029
CX Institutional
Indiana
$843K -$2.07M -5,089 -71%
Lido Advisors
1030
Lido Advisors
California
$843K +$209K +512 +33%
GCP
1031
GSA Capital Partners
United Kingdom
$842K +$306K +752 +58%
DF
1032
Donoghue Forlines
Massachusetts
$836K -$771K -1,894 -48%
ARMT
1033
Amica Retiree Medical Trust
Rhode Island
$832K – – –
MPW
1034
Monterey Private Wealth
California
$830K +$1.63K +4 +0.2%
RCA
1035
Roberts Capital Advisors
Colorado
$824K – – –
FFM
1036
Forum Financial Management
Illinois
$824K +$556K +1,364 +211%
LCM
1037
Lattice Capital Management
Washington
$822K +$1.63K +4 +0.2%
NL
1038
NVWM LLC
Pennsylvania
$821K -$6.92K -17 -0.8%
ADL
1039
Asset Dedication LLC
California
$820K -$46.8K -115 -5%
ACM
1040
Aquatic Capital Management
Illinois
$820K +$529K +1,300 +186%
APP
1041
Avantax Planning Partners
Iowa
$819K +$31.8K +78 +4%
BAM
1042
Bruderman Asset Management
New York
$814K -$529K -1,300 -40%
HH
1043
HWG Holdings
Texas
$812K +$210K +515 +35%
DCM
1044
Donaldson Capital Management
Indiana
$808K +$226K +555 +39%
BL
1045
BFSG LLC
California
$807K +$801K +1,967 New
DCM
1046
Dimension Capital Management
Florida
$791K – – –
MSFS
1047
Main Street Financial Solutions
Pennsylvania
$791K +$442K +1,085 +129%
SCF
1048
Sante Capital Fund
Texas
$785K +$780K +1,915 New
ITFISA
1049
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$779K -$230K -564 -23%
CP
1050
Covenant Partners
Tennessee
$774K +$769K +1,887 New