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Name Holding Trade Value Shares
Change
Change in
Stake
WA
826
WBH Advisory
Maryland
$404K +$429K +6,262 New
HWMG
827
Hurlow Wealth Management Group
Indiana
$404K +$137 +2 +0%
SIA
828
SeaBridge Investment Advisors
New Jersey
$403K
AFG
829
Atomi Financial Group
New York
$403K +$427K +6,240 New
JCM
830
J2 Capital Management
Michigan
$400K -$18.8K -275 -4%
MAA
831
Matrix Asset Advisors
New York
$400K
CSI
832
Cross Staff Investments
New York
$400K
LCGC
833
Legacy Capital Group California
California
$398K +$422K +6,163 New
CRI
834
Colonial River Investments
Virginia
$397K -$11K -161 -3%
VDI
835
Vaughan David Investments
Illinois
$397K -$110K -1,600 -21%
EARNEST Partners
836
EARNEST Partners
Georgia
$396K
GLR
837
Great Lakes Retirement
Ohio
$395K +$419K +6,118 New
VCA
838
Verdence Capital Advisors
Maryland
$393K -$10.1K -148 -2%
AT
839
American Trust
Kentucky
$393K -$9.79K -143 -2%
GDP
840
Great Diamond Partners
Maine
$392K -$1.37K -20 -0.3%
AIA
841
Alera Investment Advisors
Illinois
$389K -$104K -1,519 -20%
IFG
842
Independent Financial Group
California
$387K -$19K -278 -4%
AIM
843
Allen Investment Management
New York
$387K
BJL
844
Brighton Jones LLC
Washington
$386K -$35.7K -522 -8%
BPFA
845
Barnes Pettey Financial Advisors
Mississippi
$385K -$5.96K -87 -1%
QT
846
Quantamental Technologies
New York
$384K +$407K +5,944 New
CWM
847
Collaborative Wealth Management
Florida
$383K +$548 +8 +0.1%
IF
848
Insight Folios
North Carolina
$382K -$16.9K -247 -4%
DA
849
Drake & Associates
Wisconsin
$380K +$9.86K +144 +3%
KA
850
Kovack Advisors
Florida
$379K -$5.82K -85 -1%