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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
751
James Investment Research
Ohio
$333K
XS
752
XR Securities
Illinois
$332K +$287K +5,781 New
SIC
753
SJS Investment Consulting
Ohio
$331K +$1.09K +22 +0.4%
RA
754
RFG Advisory
Alabama
$331K +$287K +5,774 New
RGF
755
Retirement Guys Formula
Ohio
$330K -$67.9K -1,367 -19%
GA
756
Geller Advisors
New York
$329K -$34.2K -688 -11%
GKWIM
757
Gerber Kawasaki Wealth & Investment Management
California
$327K -$20.7K -416 -7%
CIP
758
Convergence Investment Partners
Florida
$327K -$99 -2 -0%
PP
759
PDS Planning
Ohio
$325K +$57.5K +1,158 +26%
FMAEN1
760
Fund Management at Engine No 1
California
$325K +$281K +5,663 New
OPS
761
Orion Portfolio Solutions
Nebraska
$324K +$5.56K +112 +2%
HFAS
762
Hummer Financial Advisory Services
Illinois
$323K +$6.25K +126 +2%
IGWM
763
ICA Group Wealth Management
Colorado
$323K +$308K +6,195 New
GWM
764
Gitterman Wealth Management
New Jersey
$320K +$53.6K +1,079 +24%
BWM
765
BNC Wealth Management
Oregon
$318K +$18.7K +377 +7%
SWM
766
Spire Wealth Management
Virginia
$314K -$496K -9,985 -65%
MCC
767
Money Concepts Capital
Florida
$312K +$270K +5,432 New
SCA
768
Snowden Capital Advisors
New York
$310K +$158K +3,192 +144%
ER
769
Enlightenment Research
Florida
$310K +$268K +5,400 New
CRC
770
Curi RMB Capital
Illinois
$309K -$3.72K -75 -1%
MCM
771
Manchester Capital Management
Vermont
$306K
TLFA
772
True Link Financial Advisors
California
$305K
LA
773
LexAurum Advisors
Kansas
$305K +$248 +5 +0.1%
MA
774
Mutual Advisors
Nebraska
$304K -$85.9K -1,730 -25%
YMRC
775
Yorktown Management & Research Company
Virginia
$304K -$84.4K -1,700 -24%