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Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1101
Boothbay Fund Management
New York
$270K +$269K +3,634 New
BBWP
1102
Beacon Bridge Wealth Partners
Pennsylvania
$268K +$24.8K +335 +10%
CI
1103
Conning Inc
Connecticut
$267K -$42.1K -570 -14%
DI
1104
Diligent Investors
California
$267K
FMLI
1105
Fukoku Mutual Life Insurance
Japan
$267K
UM
1106
UniSuper Management
Australia
$267K +$266K +3,600 New
EIP
1107
Ellis Investment Partners
Pennsylvania
$266K -$15K -203 -5%
SC
1108
SouthState Corp
Florida
$265K
ISL
1109
Ingalls & Snyder LLC
New York
$263K
WBC
1110
Westpac Banking Corp
Australia
$263K -$3.11M -42,034 -92%
OWA
1111
Octavia Wealth Advisors
Ohio
$263K -$5.1K -69 -2%
CA
1112
CSM Advisors
Pennsylvania
$261K -$73.9K -1,000 -22%
NRA
1113
NSI Retail Advisors
Pennsylvania
$261K -$73.9K -1,000 -22%
KWA
1114
KCS Wealth Advisory
California
$261K +$15.9K +215 +7%
TWM
1115
Tradition Wealth Management
Minnesota
$260K +$1.03K +14 +0.4%
APW
1116
Acima Private Wealth
Virginia
$260K
SWM
1117
Sendero Wealth Management
Texas
$260K +$259K +3,500 New
AR
1118
Advisory Research
Illinois
$259K +$258K +3,492 New
WF
1119
WoodTrust Financial
Wisconsin
$259K
KIC
1120
Keating Investment Counselors
Florida
$259K -$29.6K -400 -10%
PCMC
1121
Paragon Capital Management (Colorado)
Colorado
$258K -$55.6K -752 -18%
TWA
1122
TCI Wealth Advisors
Arizona
$258K -$6.66K -90 -3%
CG
1123
Clarus Group
Texas
$257K +$4.96K +67 +2%
HFAS
1124
Hummer Financial Advisory Services
Illinois
$256K
CCFCSB
1125
Cape Cod Five Cents Savings Bank
Massachusetts
$256K -$7.54K -102 -3%