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Name Holding Trade Value Shares
Change
Change in
Stake
CS
726
Comerica Securities
Michigan
$304K +$11.2K +301 +4%
SFP
727
Sandbox Financial Partners
Maryland
$304K -$11K -295 -4%
SWM
728
Spire Wealth Management
Virginia
$302K +$154K +4,124 +107%
UF
729
Univest Financial
Pennsylvania
$301K
EFMC
730
Empire Financial Management Company
New York
$301K +$297K +7,937 New
OFG
731
Oxford Financial Group
Indiana
$301K -$94.9K -2,540 -24%
SG
732
StoneX Group
New York
$301K +$17.8K +476 +6%
CFS
733
CRA Financial Services
New Jersey
$300K
RCAG
734
Rehmann Capital Advisory Group
Michigan
$300K -$270K -7,226 -48%
FFP
735
FourThought Financial Partners
Florida
$296K -$10.2K -274 -3%
EWA
736
Exencial Wealth Advisors
Oklahoma
$295K -$3.06K -82 -1%
PVM
737
Palogic Value Management
Texas
$295K +$8.26K +221 +3%
MIS
738
Morningstar Investment Services
Illinois
$295K +$18.2K +487 +7%
CT
739
Caldwell Trust
Florida
$292K
CA
740
Calton & Associates
Florida
$291K -$25K -669 -8%
IA
741
IFG Advisory
Georgia
$291K -$147K -3,940 -34%
DDC
742
DF Dent & Co
Maryland
$291K +$5.53K +148 +2%
HW
743
Hancock Whitney
Mississippi
$290K +$62.1K +1,662 +28%
NL
744
NWAM LLC
Washington
$288K -$25.2K -675 -8%
PBO
745
Peoples Bank (Ohio)
Ohio
$287K
IIM
746
InTrack Investment Management
Vermont
$287K +$272K +7,290 New
KWS
747
Keystone Wealth Services
California
$284K -$7.88K -211 -3%
EP
748
Eudaimonia Partners
Tennessee
$284K -$30.9K -827 -10%
GIM
749
Goelzer Investment Management
Indiana
$281K -$3.74K -100 -1%
ECM
750
Estabrook Capital Management
New York
$281K