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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1051
Chiron Capital Management
Florida
$378K +$396K +3,201 New
DFCM
1052
Dark Forest Capital Management
Puerto Rico
$377K +$394K +3,187 New
PFM
1053
Potomac Fund Management
Florida
$375K +$124 +1 +0%
BOM
1054
Bank of Marin
California
$373K -$61.8K -500 -14%
BCM
1055
Becker Capital Management
Oregon
$373K -$2.23K -18 -0.6%
VV
1056
Verity & Verity
South Carolina
$373K -$56.6K -458 -13%
BDL
1057
Banque de Luxembourg
Luxembourg
$370K +$21.6K +175 +6%
TWM
1058
Trueblood Wealth Management
Ohio
$370K +$148K +1,198 +62%
PTC
1059
Private Trust Company
Ohio
$369K -$49.2K -398 -11%
RC
1060
Roundview Capital
New Jersey
$369K -$1.61K -13 -0.4%
GWMR
1061
GC Wealth Management RIA
Massachusetts
$369K -$303K -2,452 -44%
AWM
1062
Aprio Wealth Management
Georgia
$367K +$29.6K +239 +8%
AT
1063
Adelphi Trust
Florida
$367K +$186K +1,505 +94%
CP
1064
Castleview Partners
Texas
$366K -$60.2K -487 -14%
SFG
1065
Strive Financial Group
Indiana
$366K
IIA
1066
Integral Investment Advisors
California
$365K -$141K -1,139 -27%
FAM
1067
Fulcrum Asset Management
United Kingdom
$362K
UAG
1068
United Advisor Group
Ohio
$362K -$72.6K -587 -16%
NI
1069
Natural Investments
California
$362K +$40.8K +330 +12%
AAS
1070
Ameritas Advisory Services
Nebraska
$361K +$1.11K +9 +0.3%
RYIA
1071
Roehl & Yi Investment Advisors
Oregon
$360K +$376K +3,042 New
AWM
1072
Angeles Wealth Management
California
$359K +$60.5K +489 +19%
TCOTS
1073
Trust Company of the South
North Carolina
$357K +$374K +3,024 New
CT
1074
Clearstead Trust
Maine
$356K -$59.5K -481 -14%
FPAS
1075
Focus Partners Advisor Solutions
Missouri
$355K -$263K -2,128 -41%