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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
876
Cassaday & Co Wealth Management
Virginia
$411K -$17K -99 -4%
OFG
877
Oxford Financial Group
Indiana
$411K +$379K +2,200 New
PF
878
Phoenix Financial
Israel
$408K -$6.02K -35 -2%
KFGK
879
Keystone Financial Group (Kentucky)
Kentucky
$406K +$374K +2,174 New
CWA
880
CM Wealth Advisors
Ohio
$405K -$2.95M -17,116 -89%
EGM
881
Engineers Gate Manager
New York
$404K -$629K -3,652 -63%
UIA
882
Ulland Investment Advisors
Minnesota
$403K – – –
PCM
883
Penserra Capital Management
California
$403K +$357K +2,073 +2,159%
DGAM
884
Desjardins Global Asset Management
Quebec, Canada
$402K -$63.9K -371 -15%
DBG
885
De Burlo Group
Massachusetts
$401K – – –
LAM
886
Lakewood Asset Management
Illinois
$401K – – –
BWM
887
Baron Wealth Management
Michigan
$397K +$5.33K +31 +1%
RIA
888
Richwood Investment Advisors
Ohio
$396K -$16.2K -94 -4%
CWM
889
Circle Wealth Management
New Jersey
$392K -$97.9K -569 -21%
MHB
890
Midwest Heritage Bank
Iowa
$391K +$14.6K +85 +4%
QC
891
Quaero Capital
Switzerland
$389K +$21.9K +127 +6%
WPW
892
Waldron Private Wealth
Pennsylvania
$384K -$70.2K -408 -17%
WOC
893
West Oak Capital
California
$383K +$12.9K +75 +4%
EF
894
Empowered Funds
Pennsylvania
$381K +$133K +773 +61%
EST
895
EA Series Trust
Pennsylvania
$381K +$351K +2,039 New
LCM
896
Logan Capital Management
Pennsylvania
$380K -$876K -5,087 -71%
MWM
897
Modera Wealth Management
New Jersey
$378K -$32.9K -191 -9%
VSQM
898
V-Square Quantitative Management
Illinois
$377K -$516 -3 -0.1%
BWM
899
Blossom Wealth Management
California
$377K +$20.7K +120 +6%
WWM
900
Western Wealth Management
Colorado
$376K +$26.5K +154 +8%