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Name Holding Trade Value Shares
Change
Change in
Stake
NIA
976
NIA Impact Advisors
California
$11.3M -$547K -1,348 -5%
AP
977
Advisortrust Partners
North Carolina
$11.3M -$1.05M -2,590 -10%
SRM
978
Shelter Rock Management
New York
$11.2M -$47.1K -116 -0.5%
DAC
979
Dutch Asset Corp
New York
$11.2M +$215K +531 +2%
GWMR
980
GC Wealth Management RIA
Massachusetts
$11.2M -$4.81M -11,862 -34%
HPCM
981
Hunter Perkins Capital Management
Illinois
$11.1M +$208K +512 +2%
MIM
982
Morningstar Investment Management
Illinois
$11.1M – – –
SIA
983
Soltis Investment Advisors
Utah
$11M +$704K +1,736 +8%
AC
984
AlphaCore Capital
California
$11M +$239K +589 +3%
GIC
985
Generali Investments CEE
Czech Republic
$11M -$1.04M -2,559 -10%
BSAM
986
Blue Square Asset Management
New York
$11M -$64.5K -159 -0.7%
OCM
987
Octahedron Capital Management
California
$11M – – –
AWA
988
Artemis Wealth Advisors
New York
$11M – – –
MG
989
Montaka Global
$10.9M -$2.28M -5,614 -20%
SCM
990
Sterling Capital Management
North Carolina
$10.9M -$540K -1,330 -5%
MA
991
Mutual Advisors
Nebraska
$10.9M +$428K +1,054 +5%
KF
992
KKM Financial
Illinois
$10.9M -$584K -1,440 -5%
FBC
993
Fairfield, Bush & Co
Connecticut
$10.8M +$25.2K +62 +0.3%
CAM
994
Cypress Asset Management
Texas
$10.8M +$69K +170 +0.8%
FM
995
Family Management
New York
$10.8M +$2.05M +5,058 +29%
JSAM
996
J. Safra Asset Management
New York
$10.8M +$687K +1,692 +8%
PBCM
997
Point Break Capital Management
Florida
$10.8M +$497K +1,226 +6%
HI
998
Horizon Investments
North Carolina
$10.7M -$3.6M -8,882 -28%
VIM
999
Vancity Investment Management
British Columbia, Canada
$10.7M +$9.07M +22,353 New
NP
1000
Nilsine Partners
Colorado
$10.7M -$256K -630 -3%