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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
1701
Windsor Capital Management
Arizona
$2.37M -$269K -662 -12%
POIA
1702
Pin Oak Investment Advisors
Texas
$2.36M +$166K +410 +9%
PWS
1703
Peloton Wealth Strategists
Indiana
$2.36M +$2M +4,940 New
SB
1704
Strategic Blueprint
Georgia
$2.36M +$146K +359 +8%
KI
1705
Keystone Investors
Singapore
$2.35M +$2M +4,929 New
VR
1706
Vision Retirement
New Jersey
$2.35M +$10.6K +26 +0.5%
SP
1707
Symmetry Partners
Connecticut
$2.35M +$1.64M +4,036 +453%
FNBOH
1708
First National Bank of Hutchinson
Kansas
$2.35M -$38.1K -94 -2%
EPW
1709
Elevated Private Wealth
Wisconsin
$2.35M +$2M +4,917 New
VCM
1710
Voleon Capital Management
California
$2.35M -$809K -1,994 -29%
AG
1711
AlTi Global
New York
$2.33M +$88.1K +217 +5%
OS
1712
Objectivity Squared
South Carolina
$2.31M -$6.9K -17 -0.3%
WFA
1713
Wellspring Financial Advisors
Ohio
$2.31M +$136K +334 +7%
WSA
1714
Wealth Science Advisors
Georgia
$2.31M +$545K +1,342 +38%
BNA
1715
BankChampaign National Association
Illinois
$2.31M +$38.1K +94 +2%
VEM
1716
Vann Equity Management
Texas
$2.31M +$11.4K +28 +0.6%
APW
1717
Alliance Private Wealth
Massachusetts
$2.3M -$138K -340 -7%
SAM
1718
Synergy Asset Management
Washington
$2.3M +$168K +414 +9%
BCM
1719
Barometer Capital Management
Ontario, Canada
$2.29M +$122K +300 +7%
SC
1720
Sierra Capital
Florida
$2.28M – – –
SCM
1721
Shelton Capital Management
Colorado
$2.27M +$17K +42 +0.9%
RWM
1722
Revisor Wealth Management
Ohio
$2.26M -$20.3K -50 -1%
SIA
1723
Strategic Investment Advisors
Michigan
$2.26M +$190K +468 +11%
CIS
1724
Custom Index Systems
New York
$2.26M -$123K -304 -6%
NFSG
1725
Newbridge Financial Services Group
Florida
$2.25M +$474K +1,169 +33%