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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
876
Oxford Financial Group
Indiana
$411K +$379K +2,200 New
PF
877
Phoenix Financial
Israel
$408K -$6.02K -35 -2%
KFGK
878
Keystone Financial Group (Kentucky)
Kentucky
$406K +$374K +2,174 New
CWA
879
CM Wealth Advisors
Ohio
$405K -$2.95M -17,116 -89%
EGM
880
Engineers Gate Manager
New York
$404K -$629K -3,652 -63%
UIA
881
Ulland Investment Advisors
Minnesota
$403K
PCM
882
Penserra Capital Management
California
$403K +$357K +2,073 +2,159%
DGAM
883
Desjardins Global Asset Management
Quebec, Canada
$402K -$63.9K -371 -15%
DBG
884
De Burlo Group
Massachusetts
$401K
LAM
885
Lakewood Asset Management
Illinois
$401K
BWM
886
Baron Wealth Management
Michigan
$397K +$5.33K +31 +1%
RIA
887
Richwood Investment Advisors
Ohio
$396K -$16.2K -94 -4%
CWM
888
Circle Wealth Management
New Jersey
$392K -$97.9K -569 -21%
MHB
889
Midwest Heritage Bank
Iowa
$391K +$14.6K +85 +4%
QC
890
Quaero Capital
Switzerland
$389K +$21.9K +127 +6%
WPW
891
Waldron Private Wealth
Pennsylvania
$384K -$70.2K -408 -17%
WOC
892
West Oak Capital
California
$383K +$12.9K +75 +4%
EF
893
Empowered Funds
Pennsylvania
$381K +$133K +773 +61%
EST
894
EA Series Trust
Pennsylvania
$381K +$351K +2,039 New
LCM
895
Logan Capital Management
Pennsylvania
$380K -$876K -5,087 -71%
MWM
896
Modera Wealth Management
New Jersey
$378K -$32.9K -191 -9%
VSQM
897
V-Square Quantitative Management
Illinois
$377K -$516 -3 -0.1%
BWM
898
Blossom Wealth Management
California
$377K +$20.7K +120 +6%
WWM
899
Western Wealth Management
Colorado
$376K +$26.5K +154 +8%
HWM
900
HighMark Wealth Management
Minnesota
$375K -$55.6K -323 -14%