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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
601
Concourse Financial Group Securities
Alabama
$474K +$26.5K +899 +6%
WS
602
Wedbush Securities
California
$472K +$11.7K +398 +3%
SOAMC
603
Spirit of America Management Corp
New York
$471K – – –
DMBA
604
Deseret Mutual Benefit Administrators
Utah
$469K +$54.3K +1,846 +13%
ACM
605
Avalon Capital Management
California
$462K – – –
RAG
606
RIA Advisory Group
Iowa
$461K +$449K +15,244 New
IMCOOI
607
Investment Management Corp of Ontario (IMCO)
Canada
$459K -$165K -5,600 -27%
BCI
608
Brinker Capital Investments
Pennsylvania
$458K -$56K -1,903 -11%
OPS
609
Orion Portfolio Solutions
Nebraska
$458K -$56K -1,903 -11%
SMH
610
Sanders Morris Harris
Texas
$453K – – –
MGIA
611
Moneta Group Investment Advisors
Missouri
$451K -$33.5K -1,138 -7%
LFG
612
Larson Financial Group
Missouri
$447K -$49.7K -1,688 -10%
MF
613
Magnetar Financial
Illinois
$444K -$3.7M -125,659 -90%
LNC
614
Lincoln National Corp
Pennsylvania
$443K -$618 -21 -0.1%
JIP
615
Jaffetilchin Investment Partners
Florida
$440K -$416K -14,135 -49%
EA
616
Eudaimonia Advisors
Tennessee
$430K +$824 +28 +0.2%
BDFN
617
Bond & Devick Financial Network
Minnesota
$429K – – –
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$428K -$9.33K -317 -2%
BWAM
619
Boyd Watterson Asset Management
Ohio
$422K +$28K +952 +7%
BHBT
620
Burke & Herbert Bank & Trust
Virginia
$422K -$96.7K -3,286 -19%
BCM
621
BluePath Capital Management
Georgia
$421K -$29 -1 -0%
JCIA
622
Jackson Creek Investment Advisors
Colorado
$416K -$18.6K -631 -4%
CIS
623
Custom Index Systems
New York
$414K +$177K +5,999 +78%
BRWA
624
B. Riley Wealth Advisors
Florida
$414K -$8.06K -274 -2%
GM
625
GeoWealth Management
Illinois
$412K +$282K +9,597 +237%