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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1201
Bridgeway Capital Management
Texas
$205K +$192K +500 New
DI
1202
DAGCO Inc
Ohio
$205K +$192K +500 New
MIM
1203
Marco Investment Management
Georgia
$205K +$192K +500 New
AWA
1204
Aaron Wealth Advisors
Illinois
$205K +$193K +501 New
IIM
1205
Ipswich Investment Management
Massachusetts
$203K +$190K +495 New
W
1206
Wealthquest
Ohio
$203K +$191K +496 New
Assenagon Asset Management
1207
Assenagon Asset Management
Luxembourg
$202K +$189K +491 New
PWA
1208
Physician Wealth Advisors
Utah
$200K +$184K +478 New
LC
1209
Lindbrook Capital
California
$197K +$1.92K +5 +1%
SAI
1210
Systematic Alpha Investments
New Jersey
$196K +$24.6K +64 +16%
HI
1211
Hendershot Investments
Virginia
$193K
RDWM
1212
Red Door Wealth Management
Tennessee
$191K +$179K +466 New
GWM
1213
Geneos Wealth Management
Colorado
$187K -$160K -417 -48%
BCP
1214
Blue Chip Partners
Michigan
$186K -$6.53K -17 -4%
CHC
1215
City Holding Co
West Virginia
$181K +$60.7K +158 +56%
PWMG
1216
Prestige Wealth Management Group
New Jersey
$178K +$5K +13 +3%
NFG
1217
Next Financial Group
Texas
$175K +$109K +283 +199%
DMBA
1218
Deseret Mutual Benefit Administrators
Utah
$162K +$151K +394 New
AS
1219
Altshuler Shaham
Israel
$155K +$145K +376 New
BAM
1220
Barrett Asset Management
New York
$154K
SOW
1221
State of Wyoming
Wyoming
$153K +$29.2K +76 +26%
LAS
1222
Lloyd Advisory Services
Georgia
$151K +$43.8K +114 +45%
PCG
1223
Private Capital Group
Connecticut
$150K +$5K +13 +4%
EMFAT
1224
Emerald Mutual Fund Advisers Trust
Pennsylvania
$149K +$140K +364 New
PHK
1225
Point72 Hong Kong
Hong Kong
$137K +$128K +333 New