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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1051
Simon Quick Advisors
New Jersey
$411K +$45K +700 +14%
GBT
1052
Grove Bank & Trust
Florida
$410K +$16.1K +250 +4%
CF
1053
Centaurus Financial
California
$408K -$180K -2,810 -32%
OWM
1054
OneAscent Wealth Management
Alabama
$407K -$66.8K -1,040 -15%
JAG
1055
Journey Advisory Group
Kentucky
$405K +$39.8K +620 +12%
DLA
1056
Douglas Lane & Associates
New York
$404K +$23.1K +360 +7%
SWP
1057
Strategic Wealth Partners
Ohio
$404K +$123K +1,920 +50%
WCM
1058
Whitener Capital Management
North Carolina
$402K -$10.9K -170 -3%
TWM
1059
Trueblood Wealth Management
Ohio
$400K -$25.7K -400 -7%
VFA
1060
Values First Advisors
Tennessee
$398K -$73.2K -1,140 -17%
Jacobs Levy Equity Management
1061
Jacobs Levy Equity Management
New Jersey
$393K -$5.75M -89,490 -94%
SWM
1062
Shelton Wealth Management
Texas
$391K -$39.2K -610 -10%
PTC
1063
Philadelphia Trust Company
Pennsylvania
$391K
GIM
1064
Gold Investment Management
Alberta, Canada
$387K +$5.14K +80 +1%
ABC
1065
Associated Banc-Corp
Wisconsin
$386K +$3.21K +50 +0.9%
PIA
1066
Perennial Investment Advisors
California
$386K
AFA
1067
AA Financial Advisors
Ohio
$386K +$355K +5,520 New
TCM
1068
Telos Capital Management
California
$384K -$642 -10 -0.2%
MLA
1069
My Legacy Advisors
Oregon
$382K +$351K +5,470 New
MIM
1070
Morningstar Investment Management
Illinois
$382K
OWA
1071
Outlook Wealth Advisors
Texas
$379K +$61.7K +960 +21%
GSIS
1072
Global Strategic Investment Solutions
Arizona
$374K
EH
1073
Equitable Holdings
New York
$374K -$57.8K -900 -14%
JBA
1074
Johnson Bixby & Associates
Washington
$374K
HCM
1075
Howland Capital Management
Massachusetts
$373K