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Name Holding Trade Value Shares
Change
Change in
Stake
DC
901
Diametric Capital
Massachusetts
$229K +$231K +1,663 New
JIC
902
Johnson Investment Counsel
Ohio
$229K +$231K +1,662 New
SCM
903
Seascape Capital Management
New Hampshire
$227K -$11.7K -84 -5%
AWE
904
Avidian Wealth Enterprises
Texas
$227K +$228K +1,644 New
RCAG
905
Rehmann Capital Advisory Group
Michigan
$227K +$228K +1,643 New
Blackstone Inc
906
Blackstone Inc
New York
$226K +$228K +1,640 New
SIG
907
Stonegate Investment Group
Alabama
$226K -$60.8K -438 -21%
TSMHT
908
Thurston Springer Miller Herd & Titak
Indiana
$225K +$192K +1,380 +541%
CGL
909
Clarius Group LLC
Washington
$225K +$227K +1,634 New
GL
910
Graypoint LLC
New York
$223K +$224K +1,615 New
A
911
AlphaQuest
New York
$223K -$990K -7,131 -82%
BMCM
912
Burns Matteson Capital Management
New York
$221K +$222K +1,602 New
GRP
913
Global Retirement Partners
California
$216K +$71.5K +515 +49%
ELM
914
Elite Life Management
Florida
$216K -$38.2K -275 -15%
PSFG
915
Park Square Financial Group
Georgia
$216K +$217K +1,564 New
FOA
916
Five Oceans Advisors
California
$213K +$214K +1,543 New
Optiver Holding
917
Optiver Holding
Netherlands
$212K +$119K +854 +125%
AIM
918
Acropolis Investment Management
Missouri
$211K +$4.17K +30 +2%
PSP
919
Principal Street Partners
Tennessee
$211K -$142K -1,022 -40%
CAG
920
Crestwood Advisors Group
Massachusetts
$209K +$210K +1,513 New
VSQM
921
V-Square Quantitative Management
Illinois
$206K -$134K -966 -39%
LSAG
922
Lake Street Advisors Group
New Hampshire
$205K +$206K +1,484 New
FMB
923
Field & Main Bank
Kentucky
$203K +$205K +1,475 New
PPWM
924
Paragon Private Wealth Management
Kentucky
$202K +$204K +1,468 New
P
925
Pitcairn
Pennsylvania
$202K +$203K +1,465 New