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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1076
Ironwood Investment Counsel
Arizona
$371K +$358K +3,987 New
SWA
1077
Stratos Wealth Advisors
Ohio
$366K -$59.5K -663 -14%
SAM
1078
Storebrand Asset Management
Norway
$364K
MG
1079
Mather Group
Illinois
$363K -$80.4K -896 -19%
SIG
1080
Sargent Investment Group
Maryland
$362K -$8.98K -100 -3%
AWCI
1081
Alpine Woods Capital Investors
New York
$362K -$260K -2,891 -43%
RLIM
1082
Red Lighthouse Investment Management
New York
$362K
FHA
1083
Flagship Harbor Advisors
Massachusetts
$361K +$50.3K +560 +17%
Verition Fund Management
1084
Verition Fund Management
Connecticut
$360K -$1.03M -11,495 -75%
CIA
1085
Capital Investment Advisors
Georgia
$360K +$347K +3,871 New
HFP
1086
Holistic Financial Partners
Indiana
$360K +$21.5K +239 +7%
FNT
1087
First Nebraska Trust
Nebraska
$358K
VFA
1088
Values First Advisors
Tennessee
$358K -$68.4K -762 -17%
JIC
1089
Joel Isaacson & Co
New York
$358K -$46K -513 -12%
CA
1090
Crumly & Associates
Illinois
$356K +$344K +3,829 New
SC
1091
Seldon Capital
California
$356K
GC
1092
GFG Capital
Florida
$354K
HH
1093
HWG Holdings
Texas
$352K -$2.19M -24,368 -87%
CSPIA
1094
Cary Street Partners Investment Advisory
Virginia
$351K +$45.1K +502 +15%
Ensign Peak Advisors
1095
Ensign Peak Advisors
Utah
$349K -$13.8M -154,043 -98%
GBT
1096
Grove Bank & Trust
Florida
$349K -$248K -2,762 -42%
GDP
1097
Great Diamond Partners
Maine
$349K +$29.4K +327 +10%
CFO
1098
CVA Family Office
Colorado
$348K -$13.4K -149 -4%
GT
1099
Glenview Trust
Kentucky
$346K +$21.6K +241 +7%
FRA
1100
Frank Rimerman Advisors
California
$345K