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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1026
Alta Capital Management
Utah
$301K +$48.8K +675 +20%
WPP
1027
Whalerock Point Partners
Rhode Island
$300K -$14.5K -200 -5%
ZIM
1028
Zacks Investment Management
Illinois
$299K +$16.1K +223 +6%
SIG
1029
Sargent Investment Group
Maryland
$298K – – –
AS
1030
AM Squared
Hong Kong
$298K +$289K +4,000 New
1IA
1031
1620 Investment Advisors
Massachusetts
$296K +$29.3K +405 +11%
BTWM
1032
Baker Tilly Wealth Management
Wisconsin
$293K -$9.26K -128 -3%
SAM
1033
Storebrand Asset Management
Norway
$292K – – –
PAM
1034
Panagora Asset Management
Massachusetts
$291K +$283K +3,912 New
VCM
1035
Virtue Capital Management
Tennessee
$291K +$6.44K +89 +2%
RLIM
1036
Red Lighthouse Investment Management
New York
$290K +$281K +3,891 New
CFO
1037
CVA Family Office
Colorado
$290K +$242K +3,349 +622%
TFA
1038
Teamwork Financial Advisors
Texas
$289K -$41.2K -570 -13%
BAM
1039
Byrne Asset Management
New Jersey
$289K -$18.8K -260 -6%
CPC
1040
Congress Park Capital
New York
$289K +$280K +3,875 New
Daiwa Securities Group
1041
Daiwa Securities Group
Japan
$288K – – –
FNT
1042
First Nebraska Trust
Nebraska
$287K – – –
FPGK
1043
Financial Partners Group (Kansas)
Kansas
$286K +$215K +2,972 New
SF
1044
Synovus Financial
Georgia
$285K +$277K +3,827 New
SC
1045
Seldon Capital
California
$285K – – –
RDWM
1046
Red Door Wealth Management
Tennessee
$282K -$8.97K -124 -3%
NRC
1047
New Republic Capital
North Carolina
$279K +$270K +3,739 New
PCA
1048
Personal Capital Advisors
California
$278K -$66.6K -920 -20%
SG
1049
StoneX Group
New York
$278K +$269K +3,721 New
FRA
1050
Frank Rimerman Advisors
California
$276K -$6.58K -91 -2%