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Name Holding Trade Value Shares
Change
Change in
Stake
AFT
951
Alpha Family Trust
California
$524K +$475K +6,270 New
AFG
952
Atomi Financial Group
New York
$523K -$31.7K -419 -6%
RIA
953
Richwood Investment Advisors
Ohio
$522K +$68.1K +900 +17%
WS
954
Wedbush Securities
California
$522K -$22.5K -297 -5%
FPB
955
First PREMIER Bank
South Dakota
$522K +$6.81K +90 +1%
EPW
956
Evolve Private Wealth
California
$521K +$126K +1,662 +36%
MIM
957
Montgomery Investment Management
Maryland
$521K
WMP
958
Wealth Management Partners
Arizona
$521K -$18.6K -246 -4%
FCP
959
Fidelis Capital Partners
Florida
$518K +$202K +2,663 +75%
CCG
960
Cypress Capital Group
Florida
$516K
WHG
961
Westwood Holdings Group
Texas
$513K +$464K +6,134 New
SCA
962
Snowden Capital Advisors
New York
$512K +$24K +317 +5%
GIA
963
Gladstone Institutional Advisory
Florida
$509K +$159K +2,095 +52%
MSS
964
Mitchell Sinkler & Starr
Pennsylvania
$506K
LC
965
LCNB Corp
Ohio
$503K -$62.5K -825 -12%
NICM
966
Neo Ivy Capital Management
New York
$502K +$240K +3,174 +112%
GIP
967
Granite Investment Partners
California
$501K
GCM
968
Gallacher Capital Management
Colorado
$501K +$454K +5,997 New
CIEC
969
Crédit Industriel et Commercial
France
$501K -$638K -8,423 -58%
FFC
970
First Financial Corp
Indiana
$501K -$75.8K -1,001 -14%
FBT
971
First Bankers Trust
Kentucky
$501K -$36K -476 -7%
ITIM
972
Indiana Trust & Investment Management
Indiana
$499K -$54.9K -725 -11%
PA
973
Profund Advisors
Maryland
$496K -$50.3K -665 -10%
BCP
974
Berkeley Capital Partners
Georgia
$495K +$93.3K +1,233 +26%
SFO
975
Stokes Family Office
Louisiana
$495K -$521K -6,878 -54%