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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
876
Formidable Asset Management
Ohio
$326K -$78.3K -629 -19%
SF
877
Symphony Financial
Texas
$324K +$297K +2,385 New
SCM
878
Saba Capital Management
New York
$321K -$2.97M -23,845 -91%
CPC
879
Congress Park Capital
New York
$319K +$26.4K +212 +10%
CW
880
CreativeOne Wealth
Kansas
$318K -$16.6K -133 -5%
VF
881
Vest Financial
Virginia
$314K +$53.1K +426 +23%
OWP
882
ORG Wealth Partners
Texas
$311K +$12.1K +97 +4%
AWM
883
Ariadne Wealth Management
California
$311K +$60.6K +487 +22%
MFA
884
Morling Financial Advisors
California
$310K
PCM
885
Pathway Capital Management
California
$310K +$284K +2,281 New
EH
886
Equitable Holdings
New York
$309K -$167K -1,344 -37%
PMG
887
ProVise Management Group
Florida
$307K +$281K +2,259 New
GWCM
888
Godshalk Welsh Capital Management
Pennsylvania
$306K +$24.9K +200 +10%
BCM
889
Becker Capital Management
Oregon
$305K +$498 +4 +0.2%
BFG
890
Birch Financial Group
New Hampshire
$304K -$374 -3 -0.1%
CL
891
CSS LLC
Illinois
$301K +$276K +2,220 New
CI
892
CX Institutional
Indiana
$301K +$19.1K +153 +7%
Kayne Anderson Rudnick Investment Management
893
Kayne Anderson Rudnick Investment Management
California
$301K +$167K +1,342 +154%
CGF
894
Constant Guidance Financial
Massachusetts
$299K +$274K +2,200 New
SAM
895
SP Asset Management
California
$298K
WF
896
Welch & Forbes
Massachusetts
$295K -$167K -1,340 -38%
WAG
897
Wallace Advisory Group
California
$294K -$332K -2,668 -55%
PL
898
Perpetual Ltd
Australia
$293K +$2.62K +21 +1%
AWM
899
Avior Wealth Management
Nebraska
$292K -$13.3K -107 -5%
CI
900
Conning Inc
Connecticut
$292K +$24.5K +197 +10%