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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
826
Valeo Financial Advisors
Indiana
$10.2M +$638K +2,176 +7%
SGAM
827
Smith Group Asset Management
Texas
$10.1M +$403K +1,375 +4%
IWA
828
IBEX Wealth Advisors
New Jersey
$10.1M +$671K +2,287 +7%
KSCM
829
Kamunting Street Capital Management
Florida
$10M +$9.66M +32,939 New
PE
830
PCM Encore
Colorado
$9.98M +$9.64M +32,841 New
MICM
831
Matthews International Capital Management
California
$9.95M -$1,000K -3,408 -9%
SWP
832
Stratos Wealth Partners
Ohio
$9.92M +$1.39M +4,721 +17%
OCM
833
Octahedron Capital Management
California
$9.88M – – –
FA
834
Fiduciary Alliance
South Carolina
$9.87M +$2.24M +7,641 +31%
VF
835
Vest Financial
Virginia
$9.81M +$1.87M +6,362 +25%
NIA
836
NIA Impact Advisors
California
$9.79M -$2.47M -8,424 -21%
ZBNA
837
Zions Bancorporation, National Association
Utah
$9.79M -$1.47M -4,993 -13%
BCV
838
Banque Cantonale Vaudoise
Switzerland
$9.78M -$402K -1,371 -4%
TF
839
Trek Financial
Arizona
$9.74M -$6.98M -23,797 -43%
CTA
840
Colonial Trust Advisors
South Carolina
$9.73M +$3.2M +10,902 +52%
GWMR
841
GC Wealth Management RIA
Massachusetts
$9.68M +$803K +2,738 +9%
CAL
842
Capital Analysts LLC
Pennsylvania
$9.65M +$4.2M +14,309 +82%
PA
843
Paragon Advisors
Texas
$9.64M -$683K -2,329 -7%
LSV Asset Management
844
LSV Asset Management
Illinois
$9.63M – – –
LHC
845
Little House Capital
Massachusetts
$9.63M -$687K -2,343 -7%
LIM
846
Lagoda Investment Management
New York
$9.61M -$477K -1,625 -5%
OCA
847
OpenArc Corporate Advisory
Georgia
$9.6M +$9.26M +31,574 New
ECM
848
ExodusPoint Capital Management
New York
$9.57M -$17.5M -59,726 -65%
DCM
849
Donaldson Capital Management
Indiana
$9.57M +$736K +2,510 +9%
FIA
850
Foundations Investment Advisors
Arizona
$9.53M +$1.22M +4,148 +15%