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Name Holding Trade Value Shares
Change
Change in
Stake
VAF
2801
Values Added Financial
District of Columbia
$523K +$504K +2,201 New
Aristotle Capital Management
2802
Aristotle Capital Management
California
$522K
JCM
2803
Jag Capital Management
Missouri
$522K +$71.9K +314 +17%
LWANC
2804
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K +$6.64K +29 +1%
FPB
2805
First PREMIER Bank
South Dakota
$521K +$7.09K +31 +1%
P
2806
Palladiem
Pennsylvania
$521K
NWM
2807
NEIRG Wealth Management
Massachusetts
$521K -$229 -1 -0%
RF
2808
Rollins Financial
Georgia
$520K +$501K +2,190 New
CIAS
2809
CFS Investment Advisory Services
New Jersey
$520K -$1.6K -7 -0.3%
LC
2810
Lincoln Capital
Nebraska
$519K +$2.29K +10 +0.5%
NVIM
2811
New Vernon Investment Management
Illinois
$518K
IAG
2812
Investmark Advisory Group
Connecticut
$517K +$1.14K +5 +0.2%
DA
2813
Drake & Associates
Wisconsin
$516K +$88.8K +388 +22%
QCIG
2814
Quad-Cities Investment Group
Iowa
$514K +$229 +1 +0%
PWA
2815
Physician Wealth Advisors
Utah
$514K
WDL
2816
Well Done LLC
Michigan
$513K -$161K -704 -25%
MC
2817
Merlin Capital
Rhode Island
$512K -$10.5K -46 -2%
CCMT
2818
CMT Capital Markets Trading
Germany
$511K +$492K +2,150 New
TI
2819
Truepoint Inc
Ohio
$510K +$2.98K +13 +0.6%
AA
2820
Apriem Advisors
California
$510K -$70.5K -308 -13%
AWA
2821
Amplius Wealth Advisors
Pennsylvania
$509K +$3.66K +16 +0.8%
CFO
2822
Collective Family Office
Pennsylvania
$507K
ARC
2823
Advisor Resource Council
Texas
$507K -$1.16M -5,088 -70%
AP
2824
Adero Partners
California
$506K -$122K -534 -20%
SNBOSCI
2825
Security National Bank of Sioux City Iowa
Iowa
$506K +$488K +2,131 New