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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
2501
Jessup Wealth Management
Ohio
$278K -$36.2K -181 -15%
AI
2502
Atom Investors
Texas
$277K +$212K +1,060 New
LFM
2503
LGT Fund Management
Liechtenstein
$277K -$46K -230 -18%
BWM
2504
Brown Wealth Management
Illinois
$277K +$212K +1,059 New
OFP
2505
OLIO Financial Planning
Virginia
$277K +$212K +1,059 New
MPCL
2506
My Personal CFO LLC
Washington
$277K -$11.2K -56 -5%
IWN
2507
Independent Wealth Network
Iowa
$277K +$10K +50 +5%
EMFAT
2508
Emerald Mutual Fund Advisers Trust
Pennsylvania
$276K +$211K +1,055 New
PTC
2509
Philadelphia Trust Company
Pennsylvania
$276K – – –
Kovitz Investment Group Partners
2510
Kovitz Investment Group Partners
Illinois
$276K -$220K -1,100 -51%
T
2511
TRUADVICE
Florida
$276K +$225K +1,124 New
FC
2512
FCA Corp
Texas
$275K +$210K +1,051 New
PPW
2513
PACK Private Wealth
Minnesota
$275K – – –
BSB
2514
Bangor Savings Bank
Maine
$275K – – –
FCIM
2515
Fairview Capital Investment Management
California
$275K – – –
CG
2516
Clifford Group
Massachusetts
$275K +$210K +1,049 New
AA
2517
AJ Advisors
Tennessee
$274K – – –
FNC
2518
First National Corp
Massachusetts
$274K -$6.6K -33 -3%
RA
2519
Rational Advisors
New York
$274K -$1.8M -8,993 -90%
UBG
2520
United Bank (Georgia)
Georgia
$273K +$7.2K +36 +4%
KC
2521
Kepos Capital
New York
$273K +$209K +1,044 New
SPC
2522
Stewart & Patten Company
California
$273K +$208K +1,042 New
MAM
2523
MMA Asset Management
Pennsylvania
$272K +$208K +1,040 New
KWM
2524
Kolinsky Wealth Management
New Jersey
$272K -$30.6K -153 -13%
JEST
2525
JTC Employer Solutions Trustee
Jersey
$271K – – –