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Name Holding Trade Value Shares
Change
Change in
Stake
MS
2401
Mizuho Securities
Japan
$764K -$1.13M -5,261 -60%
VFPI
2402
Vantage Financial Partners (Illinois)
Illinois
$764K -$102K -475 -12%
CPA
2403
Court Place Advisors
Maryland
$764K +$170K +790 +29%
FPF
2404
First Pacific Financial
Washington
$762K +$42.5K +198 +6%
GF
2405
Gries Financial
Ohio
$759K +$10.3K +48 +1%
WAM
2406
Wolverine Asset Management
Illinois
$757K +$292K +1,362 +64%
WCP
2407
Wick Capital Partners
Pennsylvania
$757K +$749K +3,491 New
APW
2408
Austin Private Wealth
Texas
$756K -$25.1K -117 -3%
FCB
2409
First Command Bank
Texas
$755K
PDM
2410
Penn Davis McFarland
Texas
$753K
KIG
2411
Kowal Investment Group
Wisconsin
$751K +$38.9K +181 +6%
FCFS
2412
First Command Financial Services
Texas
$749K +$14.8K +69 +2%
BP
2413
BBR Partners
New York
$746K -$859K -4,001 -54%
CWM
2414
Connecticut Wealth Management
Connecticut
$746K +$26.8K +125 +4%
NED
2415
Nancy E. Dempze
$744K
APA
2416
Astoria Portfolio Advisors
New York
$742K +$735K +3,423 New
PL
2417
Plancorp LLC
Missouri
$739K -$18.7K -87 -2%
LAI
2418
Legal Advantage Investments
California
$737K -$21.5K -100 -3%
MCS
2419
Metatron Capital SICAV
Malta
$737K +$730K +3,400 New
SGCA
2420
Steel Grove Capital Advisors
Tennessee
$736K +$30.3K +141 +4%
BHBT
2421
Burke & Herbert Bank & Trust
Virginia
$734K
RP
2422
Riverwater Partners
Wisconsin
$734K +$727K +3,388 New
IWA
2423
Intercontinental Wealth Advisors
Texas
$733K +$70.4K +328 +11%
CFO
2424
CVA Family Office
Colorado
$731K +$602K +2,806 +497%
CL
2425
CPWM LLC
Washington
$730K +$704K +3,278 New