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Name Holding Trade Value Shares
Change
Change in
Stake
BC
426
Bridgefront Capital
Texas
$260K +$234K +3,235 New
Vontobel Holding
427
Vontobel Holding
Switzerland
$259K
PFM
428
Patton Fund Management
Texas
$258K +$233K +3,219 New
EC
429
EntryPoint Capital
New York
$254K -$8.83K -122 -4%
EHC
430
Everett Harris & Co
California
$249K
PAS
431
Park Avenue Securities
New York
$248K -$177K -2,450 -44%
ST
432
Spinnaker Trust
Maine
$248K +$6.08K +84 +3%
IC
433
Inscription Capital
Texas
$246K +$1.3K +18 +0.6%
IPW
434
Inlet Private Wealth
Florida
$243K
GT
435
Glenview Trust
Kentucky
$243K
WTFG
436
Wells Trecaso Financial Group
Ohio
$241K
P
437
Pitcairn
Pennsylvania
$239K -$10.9K -151 -5%
MFAM
438
Motley Fool Asset Management
Virginia
$235K -$6.8K -94 -3%
MIM
439
Moseley Investment Management
Florida
$233K
CPIG
440
Chicago Partners Investment Group
Illinois
$232K +$192K +2,657 New
WF
441
Welch & Forbes
Massachusetts
$231K
SFG
442
Seamount Financial Group
Colorado
$229K +$206K +2,850 New
HI
443
Horizon Investments
North Carolina
$229K +$16.5K +228 +9%
SIM
444
Studio Investment Management
Illinois
$228K -$107K -1,474 -34%
PFA
445
Pure Financial Advisors
California
$227K +$4.41K +61 +2%
EH
446
Equitable Holdings
New York
$227K +$204K +2,824 New
OFS
447
OneAscent Financial Services
Alabama
$226K +$202K +2,790 New
SCM
448
Stevens Capital Management
Pennsylvania
$224K -$177K -2,452 -47%
AWM
449
Aries Wealth Management
Maine
$222K
CI Investments Inc
450
CI Investments Inc
Ontario, Canada
$222K -$8.46K -117 -4%