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Name Holding Trade Value Shares
Change
Change in
Stake
CG
826
Caprock Group
Idaho
$264K +$47.4K +275 +21%
IC
827
IEQ Capital
California
$264K +$73.5K +427 +37%
NFG
828
Nations Financial Group
Iowa
$264K +$274K +1,591 New
EF
829
Empirical Finance
Pennsylvania
$263K +$15.3K +89 +6%
LIM
830
Longfellow Investment Management
Massachusetts
$262K
CCP
831
Corient Capital Partners
California
$262K +$11.5K +67 +4%
HI
832
Horizon Investments
North Carolina
$260K -$1.47M -8,509 -84%
APP
833
Alpha Paradigm Partners
Illinois
$260K -$457K -2,655 -63%
BCM
834
Birch Capital Management
Texas
$259K
TCWM
835
Total Clarity Wealth Management
Illinois
$259K
EFS
836
Essex Financial Services
Connecticut
$258K
AA
837
Addison Advisors
Vermont
$257K
WOC
838
West Oak Capital
California
$255K +$21.5K +125 +9%
JWCA
839
J.W. Cole Advisors
Florida
$254K -$28.9K -168 -10%
VCA
840
Verdence Capital Advisors
Maryland
$252K +$172 +1 +0.1%
VFA
841
Valeo Financial Advisors
Indiana
$251K +$25K +145 +11%
PP
842
Palladium Partners
Virginia
$250K
SFG
843
SevenBridge Financial Group
Pennsylvania
$250K
SA
844
Strategic Advisors
New York
$249K -$10.8K -63 -4%
CAM
845
Concorde Asset Management
Michigan
$248K -$103K -596 -28%
HA
846
Hamel Associates
New Jersey
$248K
NCM
847
Next Capital Management
New York
$248K
3F
848
360 Financial
Minnesota
$248K +$258K +1,500 New
MFG
849
Merit Financial Group
Georgia
$247K -$66.1K -384 -20%
Federated Hermes
850
Federated Hermes
Pennsylvania
$246K -$25.7K -149 -9%