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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
526
Security Financial Services
Indiana
$258K +$27.5K +72 +9%
QEI
527
QSV Equity Investors
Illinois
$252K +$144K +376 +75%
AWM
528
Apollon Wealth Management
South Carolina
$250K -$44.3K -116 -12%
HIA
529
Harbor Investment Advisory
Maryland
$249K +$1.53K +4 +0.5%
CAU
530
Caxton Associates (UK)
$248K +$330K +865 New
BIAS
531
Beacon Investment Advisory Services
New Jersey
$248K
SC
532
Savant Capital
Illinois
$247K +$109K +285 +49%
HWM
533
HB Wealth Management
Georgia
$246K -$64.2K -168 -16%
ALA
534
Atlas Legacy Advisors
California
$245K +$62.7K +164 +24%
BAM
535
Belpointe Asset Management
Nevada
$245K -$77.9K -204 -19%
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$244K -$29.8K -78 -8%
D.E. Shaw & Co
537
D.E. Shaw & Co
New York
$242K -$38.2K -100 -11%
FFM
538
Forum Financial Management
Illinois
$242K +$71.8K +188 +29%
NI
539
Natural Investments
California
$242K -$764 -2 -0.2%
LFG
540
Larson Financial Group
Missouri
$240K -$10.3K -27 -3%
IWA
541
Icon Wealth Advisors
Texas
$237K +$133K +348 +72%
DSAM
542
Dock Street Asset Management
Florida
$235K -$76.8K -201 -20%
QCG
543
Quadrant Capital Group
Ohio
$231K -$255K -668 -45%
LFA
544
Legacy Financial Advisors
Kentucky
$230K -$18.7K -49 -6%
SBFM
545
S-Bank Fund Management
Finland
$227K -$3.82K -10 -1%
WC
546
Westerkirk Capital
$227K
CHAM
547
Clear Harbor Asset Management
Connecticut
$226K +$11.5K +30 +4%
RWM
548
Revisor Wealth Management
Ohio
$224K -$13K -34 -4%
OWA
549
Outlook Wealth Advisors
Texas
$223K -$37.1K -97 -11%
BC
550
Bridgefront Capital
Texas
$223K +$297K +777 New