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Name Holding Trade Value Shares
Change
Change in
Stake
CCIA
801
Cherry Creek Investment Advisors
Colorado
$704K +$5.46K +66 +0.7%
AUB
802
Atlantic Union Bankshares
Virginia
$701K -$44.1K -534 -5%
EC
803
EntryPoint Capital
New York
$701K +$274K +3,317 +51%
BFA
804
Bragg Financial Advisors
North Carolina
$700K -$12.4K -150 -2%
SL
805
Summitry LLC
California
$695K +$67K +810 +9%
PJSIMP
806
P.J. Schmidt Investment Management (PJS)
Wisconsin
$685K -$40.9K -495 -5%
OA
807
Oxbow Advisors
Texas
$685K
MAM
808
Mystic Asset Management
Rhode Island
$684K
OWA
809
Outlook Wealth Advisors
Texas
$683K -$44.9K -543 -5%
MWM
810
Modern Wealth Management
Kansas
$681K +$15.2K +184 +2%
BFM
811
Boothbay Fund Management
New York
$678K +$13.4K +162 +2%
NIM
812
Northeast Investment Management
Massachusetts
$676K +$24.8K +300 +3%
TAFW
813
Tred Avon Family Wealth
Maryland
$675K -$24.6K -297 -3%
GBT
814
Grove Bank & Trust
Florida
$673K +$28.4K +344 +4%
JIC
815
Johnson Investment Counsel
Ohio
$672K -$183K -2,218 -19%
AIFS
816
A&I Financial Services
Colorado
$671K +$778K +9,408 New
CIA
817
Citadel Investment Advisory
Ohio
$671K -$32K -387 -4%
CIA
818
Capital Investment Advisors
Georgia
$670K -$20.5K -248 -3%
DAM
819
Directional Asset Management
Illinois
$669K -$77.9K -942 -9%
Kayne Anderson Rudnick Investment Management
820
Kayne Anderson Rudnick Investment Management
California
$668K -$761K -9,204 -50%
WETS
821
Wealth Enhancement Trust Services
South Dakota
$665K
MTC
822
McDaniel Terry & Co
Texas
$660K +$248 +3 +0%
TE
823
Tema ETFs
New York
$659K +$3.47K +42 +0.5%
PAG
824
Powers Advisory Group
Illinois
$653K -$12.9K -156 -2%
NAMP
825
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$653K