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Name Holding Trade Value Shares
Change
Change in
Stake
TD Private Client Wealth
826
TD Private Client Wealth
New York
$407K -$616 -9 -0.1%
WA
827
WBH Advisory
Maryland
$404K +$429K +6,262 New
HWMG
828
Hurlow Wealth Management Group
Indiana
$404K +$137 +2 +0%
SIA
829
SeaBridge Investment Advisors
New Jersey
$403K – – –
Atomi Financial Group
830
Atomi Financial Group
New York
$403K +$427K +6,240 New
JCM
831
J2 Capital Management
Michigan
$400K -$18.8K -275 -4%
MAA
832
Matrix Asset Advisors
New York
$400K – – –
CSI
833
Cross Staff Investments
New York
$400K – – –
LCGC
834
Legacy Capital Group California
California
$398K +$422K +6,163 New
CRI
835
Colonial River Investments
Virginia
$397K -$11K -161 -3%
Vaughan David Investments
836
Vaughan David Investments
Illinois
$397K -$110K -1,600 -21%
EARNEST Partners
837
EARNEST Partners
Georgia
$396K – – –
GLR
838
Great Lakes Retirement
Ohio
$395K +$419K +6,118 New
VCA
839
Verdence Capital Advisors
Maryland
$393K -$10.1K -148 -2%
AT
840
American Trust
Kentucky
$393K -$9.79K -143 -2%
GDP
841
Great Diamond Partners
Maine
$392K -$1.37K -20 -0.3%
AIA
842
Alera Investment Advisors
Illinois
$389K -$104K -1,519 -20%
Independent Financial Group
843
Independent Financial Group
California
$387K -$19K -278 -4%
AIM
844
Allen Investment Management
New York
$387K – – –
Brighton Jones LLC
845
Brighton Jones LLC
Washington
$386K -$35.7K -522 -8%
BPFA
846
Barnes Pettey Financial Advisors
Mississippi
$385K -$5.96K -87 -1%
QT
847
Quantamental Technologies
New York
$384K +$407K +5,944 New
CWM
848
Collaborative Wealth Management
Florida
$383K +$548 +8 +0.1%
IF
849
Insight Folios
North Carolina
$382K -$16.9K -247 -4%
DA
850
Drake & Associates
Wisconsin
$380K +$9.86K +144 +3%