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Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1101
Johanson Financial Advisors
California
$469K +$23.8K +203 +6%
LIM
1102
Leavell Investment Management
Alabama
$467K – – –
CCA
1103
Catalyst Capital Advisors
New York
$462K -$423K -3,600 -50%
KCM
1104
Kendall Capital Management
Maryland
$462K -$12.3K -105 -3%
VVP
1105
Venture Visionary Partners
Ohio
$462K +$424K +3,611 New
Fisher Asset Management
1106
Fisher Asset Management
Washington
$461K -$84.9K -723 -17%
MCM
1107
MAI Capital Management
Ohio
$457K -$48.5K -413 -10%
YIA
1108
YHB Investment Advisors
Connecticut
$450K +$29.7K +253 +8%
VWM
1109
Valley Wealth Managers
New Jersey
$446K – – –
CWP
1110
CFM Wealth Partners
Texas
$444K +$448K +3,820 New
CDH
1111
Charles D. Hyman
$443K +$44.7K +381 +12%
PTP
1112
Platform Technology Partners
New York
$438K +$401K +3,417 New
SWA
1113
Stratos Wealth Advisors
Ohio
$437K -$469 -4 -0.1%
CGL
1114
Clarius Group LLC
Washington
$432K +$14.2K +121 +3%
MCCP
1115
Mission Creek Capital Partners
California
$431K +$394K +3,361 New
SFSIG
1116
San Francisco Sentry Investment Group
California
$430K +$54.8K +467 +16%
HC
1117
Hourglass Capital
Texas
$428K – – –
VWA
1118
Visionary Wealth Advisors
Illinois
$425K +$390K +3,319 New
MG
1119
Mather Group
Illinois
$424K +$388K +3,309 New
LWM
1120
Lyell Wealth Management
California
$423K – – –
HH
1121
Hilltop Holdings
Texas
$422K -$398K -3,395 -51%
SC
1122
SouthState Corp
Florida
$421K +$1.29K +11 +0.3%
LSAG
1123
Lake Street Advisors Group
New Hampshire
$417K -$43.9K -374 -10%
TCM
1124
Teza Capital Management
Illinois
$416K +$381K +3,244 New
DWA
1125
Douglass Winthrop Advisors
New York
$415K +$380K +3,235 New