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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
326
Dimension Capital Management
Florida
$136K -$12.3K -1,276 -8%
CPA
327
Cardiff Park Advisors
California
$134K
PFG
328
Prospect Financial Group
Virginia
$132K -$25.9K -2,691 -15%
AGA
329
Arkos Global Advisors
Texas
$131K +$141K +14,625 New
FHA
330
Flagship Harbor Advisors
Massachusetts
$130K -$8.19K -850 -6%
SMA
331
Seven Mile Advisory
New Jersey
$130K -$15.7K -1,631 -10%
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$127K +$21.2K +2,197 +18%
HKAM
333
Horizon Kinetics Asset Management
New York
$126K +$5.69K +591 +4%
WFI
334
West Family Investments
California
$126K -$6.58K -683 -5%
KP
335
Keel Point
Alabama
$125K -$89.8K -9,323 -40%
PCS
336
Personal CFO Solutions
New Jersey
$124K -$37.2K -3,858 -22%
HFP
337
Holistic Financial Partners
Indiana
$123K +$5.34K +554 +4%
BWM
338
Baron Wealth Management
Michigan
$122K -$29.6K -3,073 -18%
ESB
339
Essex Savings Bank
Connecticut
$119K -$13.4K -1,387 -9%
RCAG
340
Rehmann Capital Advisory Group
Michigan
$118K +$3.8K +395 +3%
FFA
341
Farther Finance Advisors
California
$117K +$38.5K +3,993 +44%
GF
342
Gabelli Funds
New York
$117K
BBHC
343
Brown Brothers Harriman & Co
New York
$115K +$34.5K +3,577 +39%
GRP
344
Global Retirement Partners
California
$114K -$31.1K -3,231 -20%
BA
345
Ballew Advisors
Mississippi
$114K -$4.38K -455 -4%
CWM
346
Cornerstone Wealth Management
Missouri
$112K -$3.98K -413 -3%
UB
347
UMB Bank
Missouri
$111K -$40.1K -4,163 -25%
HW
348
Hancock Whitney
Mississippi
$110K +$799 +83 +0.7%
MAM
349
Marotta Asset Management
Virginia
$109K -$7.68K -797 -6%
OPA
350
Old Port Advisors
Maine
$108K -$9.58K -995 -8%