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Name Holding Trade Value Shares
Change
Change in
Stake
AS
1076
AM Squared
Hong Kong
$372K – – –
IIC
1077
Ironwood Investment Counsel
Arizona
$371K +$358K +3,987 New
SWA
1078
Stratos Wealth Advisors
Ohio
$366K -$59.5K -663 -14%
SAM
1079
Storebrand Asset Management
Norway
$364K – – –
MG
1080
Mather Group
Illinois
$363K -$80.4K -896 -19%
SIG
1081
Sargent Investment Group
Maryland
$362K -$8.98K -100 -3%
AWCI
1082
Alpine Woods Capital Investors
New York
$362K -$260K -2,891 -43%
RLIM
1083
Red Lighthouse Investment Management
New York
$362K – – –
FHA
1084
Flagship Harbor Advisors
Massachusetts
$361K +$50.3K +560 +17%
Verition Fund Management
1085
Verition Fund Management
Connecticut
$360K -$1.03M -11,495 -75%
CIA
1086
Capital Investment Advisors
Georgia
$360K +$347K +3,871 New
HFP
1087
Holistic Financial Partners
Indiana
$360K +$21.5K +239 +7%
FNT
1088
First Nebraska Trust
Nebraska
$358K – – –
VFA
1089
Values First Advisors
Tennessee
$358K -$68.4K -762 -17%
JIC
1090
Joel Isaacson & Co
New York
$358K -$46K -513 -12%
CA
1091
Crumly & Associates
Illinois
$356K +$344K +3,829 New
SC
1092
Seldon Capital
California
$356K – – –
GC
1093
GFG Capital
Florida
$354K – – –
HH
1094
HWG Holdings
Texas
$352K -$2.19M -24,368 -87%
CSPIA
1095
Cary Street Partners Investment Advisory
Virginia
$351K +$45.1K +502 +15%
Ensign Peak Advisors
1096
Ensign Peak Advisors
Utah
$349K -$13.8M -154,043 -98%
GBT
1097
Grove Bank & Trust
Florida
$349K -$248K -2,762 -42%
GDP
1098
Great Diamond Partners
Maine
$349K +$29.4K +327 +10%
CFO
1099
CVA Family Office
Colorado
$348K -$13.4K -149 -4%
GT
1100
Glenview Trust
Kentucky
$346K +$21.6K +241 +7%