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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
801
Bleakley Financial Group
New Jersey
$982K +$55.8K +228 +6%
SCI
802
Stableford Capital II
Arizona
$975K -$14.7K -60 -2%
SIM
803
Studio Investment Management
Illinois
$970K -$44K -180 -5%
EWM
804
EPG Wealth Management
Georgia
$969K +$928K +3,795 New
AO
805
Advisor OS
Illinois
$966K -$58.5K -239 -6%
AIM
806
Anchor Investment Management
South Carolina
$961K
FUBT
807
First United Bank & Trust
Maryland
$951K -$23K -94 -2%
HP
808
Hikari Power
Japan
$947K
TIAM
809
TT International Asset Management
United Kingdom
$943K -$552K -2,255 -38%
WIC
810
Woodmont Investment Counsel
Tennessee
$931K -$4.89K -20 -0.5%
JFGLC
811
Johnson Financial Group LLC (Colorado)
Colorado
$930K +$1.96K +8 +0.2%
RWP
812
RWA Wealth Partners
Massachusetts
$927K +$111K +454 +14%
AT
813
Arlington Trust
Alabama
$921K
SFA
814
Semmax Financial Advisors
North Carolina
$921K +$24.5K +100 +3%
AOI
815
Auto-Owners Insurance
Michigan
$919K
Parallax Volatility Advisers
816
Parallax Volatility Advisers
California
$917K +$879K +3,593 New
CI
817
Cavalier Investments
Georgia
$914K +$50.6K +207 +6%
CWM
818
Cranbrook Wealth Management
Michigan
$904K +$250K +1,022 +41%
DWP
819
Daymark Wealth Partners
Ohio
$904K
VT
820
Vise Technologies
New York
$903K -$68.7K -281 -7%
CFA
821
Cahill Financial Advisors
Minnesota
$902K +$65.3K +267 +8%
MAM
822
Martingale Asset Management
Massachusetts
$894K -$3.18K -13 -0.4%
PP
823
PrairieView Partners
Minnesota
$894K -$119K -487 -12%
SG
824
Somerset Group
Minnesota
$891K
GM
825
GeoWealth Management
Illinois
$887K -$132K -541 -13%