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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
851
Alpha Omega Wealth Management
Virginia
$318K
SLG
852
Stanley-Laman Group
Pennsylvania
$317K +$24.4K +89 +9%
HAG
853
HighPoint Advisor Group
Illinois
$316K +$2.19K +8 +0.8%
SS
854
Sunbelt Securities
Texas
$315K -$17.2M -62,854 -98%
PCM
855
Penserra Capital Management
California
$315K +$26.3K +96 +10%
IFWM
856
Institute for Wealth Management
Colorado
$313K +$2.47K +9 +0.9%
PAS
857
Partnervest Advisory Services
California
$313K +$11.8K +43 +4%
BHBT
858
Burke & Herbert Bank & Trust
Virginia
$312K
GGI
859
Godsey & Gibb Inc
Virginia
$307K
DL
860
DOHJ LLC
Washington
$307K +$271K +989 New
Lido Advisors
861
Lido Advisors
California
$306K -$257K -938 -48%
DA
862
DSC Advisors
Illinois
$306K +$35.1K +128 +14%
AO
863
Advisor OS
Illinois
$305K +$283K +1,031 New
DIS
864
Diversified Investment Strategies
Louisiana
$304K
CB
865
CNB Bank
Pennsylvania
$302K +$31.5K +115 +13%
PHK
866
Point72 Hong Kong
Hong Kong
$300K +$278K +1,014 New
AWM
867
Apollon Wealth Management
South Carolina
$299K +$277K +1,010 New
VAG
868
VisionPoint Advisory Group
Texas
$297K +$6.86K +25 +2%
MG
869
Mather Group
Illinois
$297K +$275K +1,004 New
RC
870
RBF Capital
California
$296K
WPP
871
Whalerock Point Partners
Rhode Island
$296K
AHB
872
Abner Herrman & Brock
New Jersey
$295K
WCF
873
West Coast Financial
California
$295K +$274 +1 +0.1%
WA
874
Wealth Alliance
New York
$295K +$32.1K +117 +13%
OPS
875
Orion Portfolio Solutions
Nebraska
$293K -$6.58K -24 -2%