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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
651
Barber Financial Group
Kansas
$109K +$10.7K +1,434 +7%
EF
652
Empirical Finance
Pennsylvania
$109K +$60.9K +8,119 +56%
AWM
653
Altium Wealth Management
New York
$108K +$61.1K +8,148 +57%
Cerity Partners
654
Cerity Partners
New York
$107K -$3.77K -503 -2%
BHBT
655
Burke & Herbert Bank & Trust
Virginia
$107K
TNB
656
TCF National Bank
South Dakota
$107K
FA
657
Faithward Advisors
Pennsylvania
$107K +$1.91K +255 +1%
AFS
658
Axiom Financial Strategies
Indiana
$107K +$167K +22,229 New
NFG
659
Norris Financial Group
South Carolina
$106K +$51.5K +6,877 +45%
AWA
660
Arete Wealth Advisors
Illinois
$105K +$57.1K +7,621 +54%
XF
661
XML Financial
Maryland
$105K +$62.2K +8,293 +62%
BIA
662
Barry Investment Advisors
Massachusetts
$104K +$40.8K +5,444 +34%
LL
663
LPWM LLC
Minnesota
$104K +$162K +21,598 New
ZF
664
Zhang Financial
Michigan
$103K -$8.24K -1,100 -5%
WIA
665
World Investment Advisors
California
$103K +$25.4K +3,385 +19%
CAM
666
Cresset Asset Management
Illinois
$103K +$29.4K +3,917 +23%
CW
667
CreativeOne Wealth
Kansas
$103K +$31.3K +4,173 +24%
LBD
668
Landsberg Bennett & Dubbaneh
Florida
$103K +$38.6K +5,151 +28%
SGCA
669
Steel Grove Capital Advisors
Tennessee
$102K -$727 -97 -0.5%
Marshall Wace
670
Marshall Wace
United Kingdom
$102K +$159K +21,186 +211,860%
MIC
671
Means Investment Company
Maine
$101K -$15.9K -2,126 -9%
PG
672
Prostatis Group
Maryland
$101K +$157K +20,883 New
CIC
673
Carnegie Investment Counsel
Ohio
$99K -$2.42K -323 -2%
FRM
674
Foundation Resource Management
Arkansas
$98K
SMC
675
Smith, Moore & Co
Missouri
$98K +$11.6K +1,542 +8%