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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$582K -$41.6K -1,202 -7%
SW
677
SkyOak Wealth
Michigan
$579K -$21.6K -625 -4%
LI
678
Lafayette Investments
Maryland
$579K
LFM
679
Lumina Fund Management
New York
$578K
QI
680
Qtron Investments
Massachusetts
$576K
SC
681
Savant Capital
Illinois
$573K +$132K +3,804 +34%
OFS
682
OneAscent Financial Services
Alabama
$572K +$111K +3,221 +28%
RVPG
683
Relative Value Partners Group
$568K +$6.92K +200 +1%
GCIA
684
Gabelli & Co Investment Advisers
New York
$567K
SWM
685
SeaCrest Wealth Management
New York
$566K -$62.5K -1,806 -11%
PF
686
Phoenix Financial
Israel
$552K +$133K +3,848 +37%
MC
687
Maverick Capital
Texas
$552K -$27.6K -798 -5%
CFMC
688
Curbstone Financial Management Corp
New Hampshire
$551K +$10.4K +300 +2%
FIA
689
Foundations Investment Advisors
Arizona
$549K -$48.9K -1,414 -9%
WSC
690
Wellington Shields & Co
New York
$548K -$29.9K -864 -6%
CI Investments Inc
691
CI Investments Inc
Ontario, Canada
$543K +$362K +10,468 +289%
MYAM
692
Meiji Yasuda Asset Management
Japan
$542K -$10.4K -300 -2%
HFRG
693
Houlihan Financial Resource Group
Virginia
$541K +$541K +15,636 New
SIA
694
Schear Investment Advisers
Ohio
$539K -$1.9K -55 -0.4%
JFGIW
695
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$537K +$119K +3,441 +33%
LIA
696
LBMC Investment Advisors
Tennessee
$536K
SIC
697
Salem Investment Counselors
North Carolina
$534K -$248K -7,183 -34%
FTDI
698
First Trust Direct Indexing
Massachusetts
$530K -$22.2K -642 -4%
PCIA
699
Prime Capital Investment Advisors
Kansas
$529K +$44.2K +1,279 +10%
CL
700
CSS LLC
Illinois
$529K +$277K +8,000 +140%