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Name Holding Trade Value Shares
Change
Change in
Stake
BG
1051
Bahl & Gaynor
Ohio
$443K
HFW
1052
Horizon Family Wealth
Illinois
$441K -$42.6K -103 -8%
CM
1053
Capula Management
Cayman Islands
$441K +$474K +1,144 New
TC
1054
Truvestments Capital
Florida
$439K -$12K -29 -2%
IFWM
1055
Institute for Wealth Management
Colorado
$438K
QT
1056
Quantbot Technologies
New York
$434K -$972K -2,348 -68%
BJL
1057
Brighton Jones LLC
Washington
$433K -$32.7K -79 -7%
GA
1058
GraniteShares Advisors
New York
$431K -$67.9K -164 -13%
WPP
1059
Whalerock Point Partners
Rhode Island
$430K
DCM
1060
Dupont Capital Management
Delaware
$429K -$34K -82 -7%
GFP
1061
Gryphon Financial Partners
Ohio
$429K +$26.5K +64 +6%
HFS
1062
Haverford Financial Services
Pennsylvania
$428K +$460K +1,110 New
CA
1063
Cetera Advisors
Colorado
$427K -$31.9K -77 -6%
PWP
1064
Principle Wealth Partners
Connecticut
$425K -$82.8K -200 -15%
LOAMU
1065
Lombard Odier Asset Management (USA)
New York
$424K +$145K +350 +47%
CT
1066
Chicago Trust
Illinois
$420K -$2.07K -5 -0.5%
RWB
1067
RMR Wealth Builders
New Jersey
$419K
SC
1068
Scotia Capital
Ontario, Canada
$417K -$299K -723 -40%
TW
1069
Transform Wealth
Colorado
$408K -$52.2K -126 -11%
CGA
1070
Crescent Grove Advisors
Illinois
$407K
YC
1071
Yarbrough Capital
Tennessee
$407K
LFAS
1072
Level Four Advisory Services
Texas
$404K +$2.9K +7 +0.7%
LHC
1073
Little House Capital
Massachusetts
$403K +$33.1K +80 +8%
EFG
1074
Everhart Financial Group
Ohio
$403K +$433K +1,046 New
MFG
1075
Magnus Financial Group
New York
$400K +$3.31K +8 +0.8%