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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1051
Visionary Wealth Advisors
Illinois
$901K -$7.52M -80,383 -90%
UIC
1052
Uniplan Investment Counsel
Wisconsin
$900K +$849K +9,076 New
AMG
1053
Advisors Management Group
Wisconsin
$882K +$108K +1,150 +15%
HIC
1054
Hamrick Investment Counsel
Washington
$881K +$831K +8,882 New
LC
1055
Lawood & Co
Pennsylvania
$879K +$829K +8,864 New
VCS
1056
Vaughan & Co Securities
New Jersey
$878K -$61.2K -654 -7%
GIPW
1057
Granite Islands Private Wealth
Connecticut
$874K +$832K +8,895 New
SIM
1058
Studio Investment Management
Illinois
$869K -$7.76K -83 -0.9%
AWA
1059
Amplius Wealth Advisors
Pennsylvania
$866K -$156K -1,667 -16%
MWM
1060
Mission Wealth Management
California
$866K -$5.52K -59 -0.7%
JFG
1061
Jefferies Financial Group
New York
$865K +$816K +8,723 New
APSPRSPT
1062
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Arizona
$863K +$814K +8,700 New
LCWP
1063
Legacy Capital Wealth Partners
Arkansas
$860K +$266K +2,842 +49%
EWM
1064
Empirical Wealth Management
Washington
$855K +$12.4K +133 +2%
RC
1065
Roundview Capital
New Jersey
$854K -$64.3K -687 -7%
PWAM
1066
Pinnacle West Asset Management
Wyoming
$854K -$4.68K -50 -0.6%
CIC
1067
Carnegie Investment Counsel
Ohio
$853K -$183K -1,954 -19%
CL
1068
CSS LLC
Illinois
$853K -$154K -1,646 -16%
DW30
1069
Drucker Wealth 3.0
New Jersey
$852K -$242K -2,591 -23%
JIC
1070
Johnson Investment Counsel
Ohio
$849K -$316K -3,380 -28%
ACL
1071
Applied Capital LLC
Florida
$848K +$94 +1 +0%
BLC
1072
Brown, Lisle/Cummings
Rhode Island
$842K +$33.4K +357 +4%
KWA
1073
Kondo Wealth Advisors
California
$841K +$5.24K +56 +0.7%
LIM
1074
Longfellow Investment Management
Massachusetts
$840K
GFG
1075
Goldstone Financial Group
Illinois
$840K -$223K -2,384 -22%