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Name Holding Trade Value Shares
Change
Change in
Stake
LI
1426
LVZ Inc
Michigan
$516K +$3.06K +10 +0.6%
VWM
1427
Venturi Wealth Management
Texas
$513K +$9.78K +32 +2%
SC
1428
Sepio Capital
Utah
$513K +$1.83K +6 +0.4%
RWMG
1429
Redwood Wealth Management Group
New Jersey
$513K -$20.8K -68 -4%
CG
1430
Clarus Group
Texas
$512K -$7.33K -24 -2%
WMA
1431
Wealth Management Associates
New Jersey
$510K +$306 +1 +0.1%
TAM
1432
Titleist Asset Management
Texas
$509K -$92.9K -304 -17%
FHA
1433
Flagship Harbor Advisors
Massachusetts
$508K -$12.2K -40 -3%
CB
1434
Community Bank
New York
$507K -$84K -275 -15%
NIA
1435
NIA Impact Advisors
California
$506K +$2.14K +7 +0.5%
TA
1436
Townsend & Associates
Colorado
$506K -$18.3K -60 -4%
HFA
1437
Harbert Fund Advisors
Alabama
$505K -$30.6K -100 -6%
VCAM
1438
Van Cleef Asset Management
Ohio
$505K
WHC
1439
Wulff, Hansen & Co
California
$505K
TWM
1440
Trueblood Wealth Management
Ohio
$505K +$60.8K +199 +15%
KTA
1441
Keeley-Teton Advisors
Illinois
$503K +$244K +800 +111%
LCM
1442
LVM Capital Management
Michigan
$502K
LSPW
1443
Lake Street Private Wealth
Illinois
$501K -$785K -2,570 -63%
SIM
1444
SSI Investment Management
California
$501K -$306 -1 -0.1%
MMPW
1445
Mitchell McLeod Pugh & Williams
Alabama
$500K
LWL
1446
Leo Wealth LLC
Texas
$500K -$44.9K -147 -9%
SG
1447
StoneX Group
New York
$500K +$191K +624 +71%
PL
1448
Plancorp LLC
Missouri
$499K +$4.58K +15 +1%
MCM
1449
Mendel Capital Management
Arkansas
$498K
MA
1450
MJP Associates
Connecticut
$498K -$917 -3 -0.2%