Name Holding Trade Value Shares
Change
Change in
Stake
HBT
2201
Heartland Bank & Trust
Illinois
$350K -$3.39K -84 -1%
BWA
2202
Beam Wealth Advisors
Louisiana
$350K +$2.9K +72 +0.9%
TCOK
2203
Trust Company of Kansas
Kansas
$349K -$23.9K -592 -7%
LWM
2204
Lodestone Wealth Management
Washington
$349K +$11.3K +279 +3%
CCT
2205
Capital City Trust
Florida
$348K -$125K -3,110 -27%
TPW
2206
Tiller Private Wealth
Pennsylvania
$346K -$15.1K -375 -4%
WIA
2207
World Investment Advisors
California
$345K -$186K -4,610 -36%
GIA
2208
GHP Investment Advisors
Colorado
$344K -$102K -2,533 -24%
LWM
2209
Lakeridge Wealth Management
Ohio
$344K +$1.17K +29 +0.4%
CM
2210
Capula Management
Cayman Islands
$344K +$331K +8,199 New
Acadian Asset Management
2211
Acadian Asset Management
Massachusetts
$344K -$28.8M -713,811 -99%
NFG
2212
Nadler Financial Group
Illinois
$344K -$18.3K -453 -5%
AGC
2213
Aspen Grove Capital
Colorado
$344K +$25.9K +642 +8%
KFC
2214
Klingenstein Fields & Co
New York
$343K -$42.9K -1,063 -12%
S
2215
Sachetta
Massachusetts
$343K – – –
SEIA
2216
Signature Estate & Investment Advisors
California
$343K +$21K +520 +7%
FI
2217
Finivi Inc
Massachusetts
$341K +$19.5K +483 +6%
BWAM
2218
Boyd Watterson Asset Management
Ohio
$341K +$161 +4 +0%
PFA
2219
Petra Financial Advisors
Colorado
$340K +$98.9K +2,451 +41%
RZH
2220
Relyea Zuckerberg Hanson
Connecticut
$340K +$3.47K +86 +1%
MWA
2221
Meridian Wealth Advisors
Texas
$340K -$50K -1,240 -13%
HG
2222
Harbor Group
New Hampshire
$339K +$605 +15 +0.2%
FTWA
2223
Fifth Third Wealth Advisors
Ohio
$338K +$325K +8,057 New
OC
2224
Oakworth Capital
Alabama
$338K -$14.8K -367 -4%
SIA
2225
Sage Investment Advisers
New York
$337K +$56.7K +1,405 +21%