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Name Holding Trade Value Shares
Change
Change in
Stake
SWS
1826
SYSTM Wealth Solutions
Illinois
$299K +$291K +16,248 New
LAM
1827
L2 Asset Management
Massachusetts
$299K +$30.5K +1,706 +12%
6F
1828
626 Financial
Michigan
$299K +$291K +16,244 New
Marex Group
1829
Marex Group
$299K +$290K +16,200 New
Simon Quick Advisors
1830
Simon Quick Advisors
New Jersey
$299K +$27.5K +1,537 +10%
M&G Investment Management
1831
M&G Investment Management
United Kingdom
$299K -$4.34M -242,284 -94%
IA
1832
Insight Advisors
Pennsylvania
$299K -$62.3K -3,479 -18%
POIA
1833
Pin Oak Investment Advisors
Texas
$298K – – –
MFGM
1834
Marshall Financial Group (Maryland)
Maryland
$298K -$21.1K -1,180 -7%
CC
1835
Callan Capital
California
$298K +$289K +16,169 New
MLFP
1836
MPS Loria Financial Planners
Illinois
$296K -$169K -9,427 -37%
FCP
1837
Fidelis Capital Partners
Florida
$295K +$278K +15,516 New
WWP
1838
WR Wealth Planners
Missouri
$295K +$3.81K +213 +1%
Aspiriant LLC
1839
Aspiriant LLC
California
$295K +$12.4K +691 +5%
CSI
1840
Cross Staff Investments
New York
$294K -$4.83K -270 -2%
ESCM
1841
Echo Street Capital Management
New York
$293K +$285K +15,937 New
BIAS
1842
Beacon Investment Advisory Services
New Jersey
$293K -$46K -2,569 -14%
WOSD
1843
WFA of San Diego
California
$293K -$58.8K -3,283 -17%
RB
1844
Richmond Brothers
Michigan
$293K -$16.2K -907 -5%
BFC
1845
Bedel Financial Consulting
Indiana
$293K -$22.4K -1,249 -7%
QC
1846
Quent Capital
New York
$292K +$52.6K +2,939 +23%
OC
1847
Oakworth Capital
Alabama
$292K -$75.3K -4,206 -21%
HNWAG
1848
High Net Worth Advisory Group
Florida
$292K -$45.6K -2,550 -14%
PSB
1849
Piscataqua Savings Bank
New Hampshire
$292K -$23.1K -1,289 -8%
CFSG
1850
Clark Financial Services Group
Missouri
$291K +$13.3K +744 +5%