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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
826
Uncommon Cents Investing
Wisconsin
$1.04M +$1.92K +5 +0.2%
CC
827
Corsicana & Co
Texas
$1.04M +$945K +2,464 New
WCA
828
Westover Capital Advisors
Delaware
$1.03M -$49.5K -129 -5%
AO
829
Advisor OS
Illinois
$1.03M -$221K -576 -19%
PP
830
Prudential plc
United Kingdom
$1.02M
CRC
831
Curi RMB Capital
Illinois
$1.02M +$3.83K +10 +0.4%
BHC
832
Bowen Hanes & Co
Florida
$1.01M
MS
833
Madden Securities
Texas
$1.01M -$47.9K -125 -5%
SW
834
Simplicity Wealth
New Jersey
$1.01M -$1.69M -4,410 -65%
MSFS
835
Main Street Financial Solutions
Pennsylvania
$1M +$450K +1,175 +98%
HBT
836
Heartland Bank & Trust
Illinois
$1M -$87.4K -228 -9%
MFC
837
Mechanics Financial Corp
Ohio
$997K +$55.2K +144 +6%
LAM
838
LECAP Asset Management
United Kingdom
$997K +$905K +2,360 New
FCM
839
Fieldview Capital Management
Michigan
$995K +$903K +2,356 New
IFWM
840
Institute for Wealth Management
Colorado
$982K
CFO
841
Callan Family Office
Pennsylvania
$974K -$107K -279 -11%
FMII
842
Farmers & Merchants Investments Inc
Nebraska
$973K +$32.6K +85 +4%
MWM
843
Modern Wealth Management
Kansas
$973K +$13K +34 +1%
KF
844
Krilogy Financial
Missouri
$967K +$845K +2,203 New
Balyasny Asset Management
845
Balyasny Asset Management
Illinois
$966K +$201K +524 +30%
KIA
846
Knollwood Investment Advisory
Maryland
$966K -$11.9K -31 -1%
LIM
847
Longfellow Investment Management
Massachusetts
$963K -$386K -1,008 -31%
CIC
848
Cornercap Investment Counsel
Georgia
$962K -$13.4K -35 -2%
NL
849
NWAM LLC
Washington
$958K +$29.9K +78 +3%
FLFS
850
Family Legacy Financial Solutions
North Carolina
$954K +$26.5K +69 +3%