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Name Holding Trade Value Shares
Change
Change in
Stake
AFCM
1076
Applied Finance Capital Management
Puerto Rico
$367K +$53.4K +482 +17%
CP
1077
Canopy Partners
Ohio
$363K +$8.64K +78 +2%
DA
1078
Dillon & Associates
Michigan
$363K
GVAG
1079
Great Valley Advisor Group
Delaware
$363K -$21.6K -195 -6%
MAM
1080
Madison Asset Management
Wisconsin
$363K -$2.33K -21 -0.6%
FCAS
1081
First Command Advisory Services
Texas
$362K
DOA
1082
D'Orazio & Associates
Virginia
$360K -$665 -6 -0.2%
LFP
1083
Lakeshore Financial Planning
Michigan
$359K +$111 +1 +0%
MFG
1084
Marmo Financial Group
Tennessee
$357K +$1.88K +17 +0.5%
GIM
1085
Goelzer Investment Management
Indiana
$357K -$20.9K -189 -5%
HBT
1086
Heartland Bank & Trust
Illinois
$356K
FFM
1087
Forum Financial Management
Illinois
$354K -$830K -7,488 -70%
Fuller & Thaler Asset Management
1088
Fuller & Thaler Asset Management
California
$354K
LAI
1089
Legal Advantage Investments
California
$351K
WC
1090
Woodstock Corp
Massachusetts
$351K
SACTSONJ
1091
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$350K +$354K +3,194 New
SG
1092
StoneX Group
New York
$348K -$79.6K -718 -18%
NAS
1093
NWF Advisory Services
California
$347K
BFM
1094
Boothbay Fund Management
New York
$346K -$152K -1,374 -30%
CW
1095
CreativeOne Wealth
Kansas
$346K -$18.2K -164 -5%
OL
1096
Optas LLC
Texas
$346K -$1.44K -13 -0.4%
GAG
1097
GM Advisory Group
New York
$346K +$1.77K +16 +0.5%
SWA
1098
Stratos Wealth Advisors
Ohio
$344K +$92.5K +835 +36%
SW
1099
SteelPeak Wealth
California
$343K -$38.7K -349 -10%
PPWP
1100
Premier Path Wealth Partners
New Jersey
$343K +$77K +695 +29%