Name Holding Trade Value Shares
Change
Change in
Stake
SG
1026
StoneX Group
New York
$421K -$124K -1,183 -24%
TCM
1027
Teza Capital Management
Illinois
$420K +$395K +3,759 New
BFA
1028
Beaumont Financial Advisors
Massachusetts
$418K -$630 -6 -0.2%
DMBA
1029
Deseret Mutual Benefit Administrators
Utah
$418K -$7.98K -76 -2%
PAG
1030
Powers Advisory Group
Illinois
$417K +$945 +9 +0.2%
D
1031
Dentgroup
Louisiana
$416K -$27K -257 -6%
KFP
1032
Kerr Financial Planning
California
$415K +$386K +3,673 New
AC
1033
AlphaCore Capital
California
$415K +$336K +3,199 +619%
EARNEST Partners
1034
EARNEST Partners
Georgia
$412K -$182K -1,735 -32%
AFC
1035
AFT Forsyth & Company
Florida
$410K – – –
VT
1036
Volterra Technologies
New York
$410K -$1.96M -18,674 -84%
TWM
1037
TriaGen Wealth Management
California
$408K +$26.7K +254 +7%
CF
1038
Claris Financial
Virginia
$407K +$23.8K +227 +7%
FWTB
1039
First Western Trust Bank
Colorado
$407K -$5.15K -49 -1%
APW
1040
Acima Private Wealth
Virginia
$406K – – –
AFG
1041
ABLE Financial Group
Arizona
$406K – – –
BWM
1042
BKM Wealth Management
Wisconsin
$405K -$2.32M -22,091 -86%
MCM
1043
Monument Capital Management
Virginia
$405K -$38K -362 -9%
PWPS
1044
Pinnacle Wealth Planning Services
Ohio
$405K -$105 -1 -0%
NAM
1045
NorthCrest Asset Manangement
Minnesota
$404K +$154K +1,469 +70%
BA
1046
Bridgewater Advisors
New York
$403K -$1.79K -17 -0.5%
PFBT
1047
Parkside Financial Bank & Trust
Missouri
$401K +$23.9K +228 +7%
CC
1048
Chicago Capital
Illinois
$401K -$14.5K -138 -4%
PCM
1049
Polymer Capital Management
New York
$400K +$376K +3,577 New
OS
1050
Objectivity Squared
South Carolina
$399K +$2K +19 +0.5%