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Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
2376
Vishria Bird Financial Group
Tennessee
$821K +$10.1K +65 +1%
ORAM
2377
One River Asset Management
Connecticut
$820K +$813K +5,252 New
W
2378
WorthPointe
California
$820K +$27.7K +179 +4%
UAML
2379
US Asset Management LLC
Pennsylvania
$819K +$473K +3,057 +138%
DMBA
2380
Deseret Mutual Benefit Administrators
Utah
$818K +$107K +693 +15%
Sigma Investment Counselors
2381
Sigma Investment Counselors
Michigan
$817K -$77.3K -499 -9%
CS
2382
Capital Square
Tennessee
$815K +$7.12K +46 +0.9%
LCG
2383
Lakeshore Capital Group
Illinois
$814K +$15.8K +102 +2%
CW
2384
Code Waechter
Florida
$813K -$29.6K -191 -3%
AlphaQuest
2385
AlphaQuest
New York
$812K +$376K +2,429 +87%
CF
2386
Claris Financial
Virginia
$811K +$93.4K +603 +13%
Wellington Shields Capital Management
2387
Wellington Shields Capital Management
New York
$807K +$162K +1,044 +25%
Edge Wealth Management
2388
Edge Wealth Management
New York
$807K +$6.97K +45 +0.9%
LCM
2389
LRT Capital Management
Texas
$807K -$2.12M -13,706 -73%
WI
2390
WrapManager Inc
California
$806K -$201K -1,300 -20%
LWAM
2391
Legacy Wealth Asset Management
Minnesota
$805K +$929 +6 +0.1%
Goldstone Financial Group
2392
Goldstone Financial Group
Illinois
$805K +$9.8K +63 +1%
TF
2393
Tudor Financial
Ohio
$805K +$1.08K +7 +0.1%
Compass Ion Advisors
2394
Compass Ion Advisors
Pennsylvania
$804K -$44.1K -285 -5%
WS
2395
Wela Strategies
Georgia
$803K +$6.04K +39 +0.8%
WAM
2396
WFA Asset Management
Wisconsin
$802K +$9.8K +63 +1%
CPW
2397
Crestmont Private Wealth
Texas
$801K +$128K +826 +19%
Gladius Capital Management
2398
Gladius Capital Management
Illinois
$801K +$619K +3,998 +345%
RGF
2399
Retirement Guys Formula
Ohio
$800K -$465K -3,001 -37%
BTWM
2400
Baker Tilly Wealth Management
Wisconsin
$800K +$62.4K +403 +8%