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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
876
DGS Capital Management
New Jersey
$326K +$70.5K +1,806 +25%
LCM
877
LVM Capital Management
Michigan
$324K -$1.33K -34 -0.4%
TFG
878
Taylor Financial Group
Virginia
$322K +$6.94K +178 +2%
AR
879
Apeiron RIA
Texas
$321K +$5.62K +144 +2%
CP
880
Castleview Partners
Texas
$321K +$6.16K +158 +2%
ABC
881
Associated Banc-Corp
Wisconsin
$321K +$35.1K +900 +11%
LT
882
Legacy Trust
Michigan
$319K -$3.51K -90 -1%
PAMG
883
Patton Albertson Miller Group
Tennessee
$318K
GRP
884
Global Retirement Partners
California
$317K -$98.9K -2,534 -22%
FIM
885
Freedom Investment Management
Connecticut
$316K -$31.1K -798 -8%
HNWAG
886
High Net Worth Advisory Group
Florida
$316K
GC
887
Gilbert & Cook
Iowa
$316K -$7.1K -182 -2%
KWM
888
KFG Wealth Management
Indiana
$316K -$2.81K -72 -0.8%
CI
889
CX Institutional
Indiana
$316K +$27K +692 +9%
Cohen & Steers
890
Cohen & Steers
New York
$314K +$65K +1,666 +24%
SF
891
Symphony Financial
Texas
$314K -$729K -18,686 -69%
EWM
892
Evermay Wealth Management
Virginia
$312K
CCM
893
Carlson Capital Management
Minnesota
$312K +$6.94K +178 +2%
QAM
894
Q3 Asset Management
Michigan
$311K +$338K +8,658 New
EH
895
Equitable Holdings
New York
$310K +$74.8K +1,918 +29%
CWM
896
Congress Wealth Management
Massachusetts
$308K +$334K +8,568 New
SG
897
StoneX Group
New York
$307K +$333K +8,528 New
SOW
898
State of Wyoming
Wyoming
$303K +$217K +5,570 +194%
IAP
899
Indie Asset Partners
Indiana
$302K +$702 +18 +0.2%
JF
900
Joule Financial
Kentucky
$301K +$17.4K +446 +6%