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Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1076
McGowan Group Asset Management
Texas
$389K -$1.66K -6 -0.4%
GLA
1077
Great Lakes Advisors
Illinois
$388K +$170K +616 +73%
WDC
1078
Woodward Diversified Capital
California
$388K +$24.9K +90 +7%
RIA
1079
Regal Investment Advisors
Michigan
$388K +$5.81K +21 +1%
FFA
1080
Fi3 Financial Advisors
Indiana
$387K +$401K +1,451 New
IBOK
1081
Independence Bank of Kentucky
Kentucky
$386K +$8.58K +31 +2%
PA
1082
Procyon Advisors
Connecticut
$383K +$101K +366 +34%
HSA
1083
HBK Sorce Advisory
Pennsylvania
$378K +$47.9K +173 +15%
SCM
1084
Shelton Capital Management
Colorado
$377K -$14.1K -51 -3%
OWA
1085
Opal Wealth Advisors
New York
$377K +$94.9K +343 +32%
DI
1086
Diligent Investors
California
$377K -$19.9K -72 -5%
AOWM
1087
Asset One Wealth Management
Washington
$377K +$377K +1,361 New
CIAS
1088
CFS Investment Advisory Services
New Jersey
$374K +$372K +1,343 New
GFA
1089
Gallagher Fiduciary Advisors
Illinois
$373K +$55.3K +200 +17%
Capstone Investment Advisors
1090
Capstone Investment Advisors
New York
$373K -$715K -2,584 -65%
T. Rowe Price Investment Management
1091
T. Rowe Price Investment Management
Maryland
$372K -$502K -1,815 -57%
LI
1092
LMCG Investments
Massachusetts
$372K -$7.19K -26 -2%
DIP
1093
Davis Investment Partners
North Carolina
$371K
BFM
1094
Boothbay Fund Management
New York
$371K +$143K +516 +59%
MPCG
1095
Matrix Private Capital Group
New York
$367K -$5.53K -20 -1%
LFA
1096
Legacy Financial Advisors
Kentucky
$367K +$111K +400 +41%
TFM
1097
TFC Financial Management
Massachusetts
$364K -$101K -365 -21%
PPW
1098
Parcion Private Wealth
Washington
$364K +$102K +369 +37%
FFA
1099
Fragasso Financial Advisors
Pennsylvania
$364K +$47.3K +171 +15%
FWI
1100
Facet Wealth Inc
Maryland
$363K +$377K +1,362 New