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Name Holding Trade Value Shares
Change
Change in
Stake
EFG
901
Elm3 Financial Group
Georgia
$223K +$48.9K +459 +17%
AIA
902
Affinity Investment Advisors
California
$222K +$52.8K +496 +19%
MWM
903
Mindset Wealth Management
Indiana
$220K +$121K +1,135 +59%
SOW
904
State of Wyoming
Wyoming
$218K +$74.8K +703 +30%
FDS
905
First Dallas Securities
Texas
$218K +$321K +3,015 New
CW
906
CreativeOne Wealth
Kansas
$218K +$42.5K +399 +15%
OL
907
Owen LaRue
Kentucky
$217K -$1.4M -13,169 -81%
AWM
908
Ariadne Wealth Management
California
$217K +$22.8K +214 +10%
CGA
909
Compound Global Advisors
Washington
$217K +$53.2K +500 +20%
FIM
910
Freedom Investment Management
Connecticut
$216K -$200K -1,876 -39%
AG
911
AIA Group
Hong Kong
$213K +$88K +827 +39%
ISL
912
Ingalls & Snyder LLC
New York
$213K +$11.6K +109 +4%
AIM
913
Advyzon Investment Management
Illinois
$212K -$28.2K -265 -8%
GPA
914
Guerra Pan Advisors
New Jersey
$212K – – –
Assenagon Asset Management
915
Assenagon Asset Management
Luxembourg
$209K -$15M -140,752 -98%
ORG
916
Optimist Retirement Group
Washington
$209K +$63.9K +600 +26%
SYBT
917
Stock Yards Bank & Trust
Kentucky
$207K +$306K +2,871 New
SPA
918
Sherbrooke Park Advisers
New York
$207K +$305K +2,867 New
MA
919
Montag & Associates
Georgia
$207K -$2.32M -21,776 -88%
WPC
920
Wedmont Private Capital
Pennsylvania
$206K +$74.2K +697 +31%
FFM
921
Forum Financial Management
Illinois
$206K +$15.6K +147 +5%
SWA
922
Stratos Wealth Advisors
Ohio
$205K +$303K +2,845 New
GI
923
GAMCO Investors
Connecticut
$204K +$34.6K +325 +13%
WCM
924
Washburn Capital Management
Florida
$204K – – –
BA
925
Bluesphere Advisors
Pennsylvania
$203K -$158K -1,482 -35%