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Name Holding Trade Value Shares
Change
Change in
Stake
CRCM
901
Corbett Road Capital Management
Virginia
$391K +$295K +5,445 New
SIAP
902
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$389K -$146K -2,700 -33%
LSPW
903
Lake Street Private Wealth
Illinois
$387K +$291K +5,385 New
F
904
F3Logic
Minnesota
$386K -$537K -9,930 -65%
AIA
905
AIMZ Investment Advisors
California
$384K +$289K +5,340 New
BUB
906
BBVA USA Bancshares
Texas
$383K -$36.5K -675 -11%
CPA
907
Capital Planning Advisors
California
$380K +$286K +5,280 New
F
908
Filament
Washington
$380K +$286K +5,280 New
SCM
909
Southport Capital Management
Tennessee
$379K +$285K +5,265 New
TL
910
TrueWealth LLC
Georgia
$378K -$32.5K -600 -10%
CBT
911
Central Bank & Trust
Kentucky
$378K
CPIA
912
Cornell Pochily Investment Advisors
New York
$378K +$284K +5,250 New
DIM
913
DC Investments Management
Virginia
$378K +$284K +5,250 New
PTP
914
Platform Technology Partners
New York
$377K +$283K +5,235 New
SG
915
StoneX Group
New York
$377K +$283K +5,235 New
FVWA
916
Foster Victor Wealth Advisors
South Carolina
$376K -$51.1K -945 -15%
ST
917
Spinnaker Trust
Maine
$376K +$283K +5,235 New
VWA
918
V Wealth Advisors
Kansas
$373K -$146K -2,700 -34%
AAS
919
Annex Advisory Services
Wisconsin
$373K -$114K -2,100 -29%
ODCM
920
Old Dominion Capital Management
Virginia
$373K +$280K +5,175 New
SC
921
Savant Capital
Illinois
$370K +$278K +5,145 New
NWP
922
Northstar Wealth Partners
Connecticut
$369K +$278K +5,130 New
IC
923
Intersect Capital
California
$365K +$274K +5,070 New
ACA
924
Aptus Capital Advisors
Alabama
$363K +$273K +5,055 New
FBC
925
Fairfield, Bush & Co
Connecticut
$362K +$272K +5,025 New