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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1076
Penserra Capital Management
California
$4K +$240 +3 +6%
HFM
1077
Hartford Financial Management
Connecticut
$3.93K – – –
CCA
1078
Criterion Capital Advisors
Tennessee
$3.65K – – –
PPA
1079
Painted Porch Advisors
California
$3.51K – – –
PFG
1080
Peterson Financial Group
Iowa
$3.23K +$3.12K +39 New
TC
1081
Truvestments Capital
Florida
$2.63K +$2.56K +32 New
SIC
1082
SJS Investment Consulting
Ohio
$2.43K – – –
VAMG
1083
Voisard Asset Management Group
Michigan
$2.34K +$640 +8 +40%
FG
1084
Fairman Group
Pennsylvania
$2.19K – – –
PCWA
1085
Pacific Capital Wealth Advisors
California
$2.17K -$12.3K -154 -86%
CAM
1086
Creekmur Asset Management
Illinois
$2.17K – – –
TWD
1087
True Wealth Design
Ohio
$1.59K – – –
IHWM
1088
Iron Horse Wealth Management
Iowa
$1.5K – – –
WB
1089
Webster Bank
Connecticut
$1.5K – – –
FNWA
1090
Financial Network Wealth Advisors
Utah
$1.5K +$640 +8 +80%
ACA
1091
Atlas Capital Advisors
Wyoming
$1.17K – – –
Acadian Asset Management
1092
Acadian Asset Management
Massachusetts
$1K -$1.21M -15,160 -100%
VWA
1093
Valued Wealth Advisors
Utah
$927 +$880 +11 New
WWM
1094
Wolff Wiese Magana
California
$837 – – –
BAM
1095
Belpointe Asset Management
Nevada
$753 – – –
TIM
1096
Tortoise Investment Management
New York
$753 +$720 +9 New
WA
1097
WestEnd Advisors
North Carolina
$669 -$80 -1 -11%
CA
1098
Claris Advisors
Missouri
$669 +$640 +8 New
SFCL
1099
Strengthening Families & Communities LLC
Massachusetts
$585 – – –
AA
1100
Ancora Advisors
Ohio
$418 +$400 +5 New