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Name Holding Trade Value Shares
Change
Change in
Stake
OPS
701
Orion Portfolio Solutions
Nebraska
$341K +$39.3K +75 +14%
HW
702
Hancock Whitney
Mississippi
$341K +$5.24K +10 +2%
PWMAG
703
Pinnacle Wealth Management Advisory Group
New Jersey
$341K +$327K +624 New
CFO
704
CVA Family Office
Colorado
$340K +$248K +473 +317%
CCIA
705
Campbell & Co Investment Adviser
Maryland
$334K +$320K +611 New
TA
706
TFB Advisors
Kansas
$334K +$320K +611 New
DCM
707
DGS Capital Management
New Jersey
$331K +$317K +606 New
FBB
708
Fulton Breakefield Broenniman
Maryland
$331K -$3.67K -7 -1%
LCM
709
Lattice Capital Management
Washington
$331K – – –
DA
710
Dillon & Associates
Michigan
$330K +$39.3K +75 +14%
CFG
711
Cooper Financial Group
California
$330K +$316K +603 New
HCA
712
Harbour Capital Advisors
Virginia
$328K – – –
IAIM
713
International Assets Investment Management
Florida
$327K +$46.1K +88 +17%
OL
714
Optas LLC
Texas
$327K -$81.2K -155 -21%
GAG
715
GM Advisory Group
New York
$325K -$532K -1,016 -63%
SM
716
STF Management
Texas
$323K +$310K +591 New
MA
717
Mutual Advisors
Nebraska
$323K -$15.2K -29 -5%
AAS
718
Ameritas Advisory Services
Nebraska
$316K +$303K +578 New
CT
719
Caldwell Trust
Florida
$314K – – –
ATIA
720
American Trust Investment Advisors
New Hampshire
$314K +$301K +575 New
RBCM
721
Raub Brock Capital Management
California
$313K +$300K +573 New
FDS
722
Freedom Day Solutions
Texas
$313K +$300K +573 New
CCA
723
Clearwater Capital Advisors
Illinois
$313K – – –
FC
724
FORA Capital
Florida
$313K +$300K +572 New
RFC
725
Regions Financial Corp
Alabama
$312K +$27.2K +52 +10%