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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1276
Cassaday & Co Wealth Management
Virginia
$300K
BFA
1277
Bragg Financial Advisors
North Carolina
$299K
SWIM
1278
Smallwood Wealth Investment Management
New Jersey
$296K +$284K +777 New
JCM
1279
Jacobsen Capital Management
Utah
$296K +$283K +776 New
NCM
1280
Northside Capital Management
Oregon
$295K +$730 +2 +0.3%
SCM
1281
Schnieders Capital Management
California
$295K
CBFP
1282
Cedar Brook Financial Partners
Ohio
$295K +$63.9K +175 +29%
AAM
1283
Aureus Asset Management
Massachusetts
$295K +$20.1K +55 +8%
GWS
1284
Glassman Wealth Services
Virginia
$293K +$2.56K +7 +0.9%
EFSCE
1285
Enterprise Financial Services Corp (EFSC)
Missouri
$293K -$2.56K -7 -0.9%
RVPG
1286
Relative Value Partners Group
$292K
MA
1287
Mutual Advisors
Nebraska
$290K +$56.2K +154 +25%
AFG
1288
Atomi Financial Group
New York
$290K +$58.4K +160 +27%
SBIA
1289
Sheaff Brock Investment Advisors
Indiana
$289K +$8.77K +24 +3%
BEI
1290
Benjamin Edwards Inc
Missouri
$285K -$22.6K -62 -8%
Wealth Enhancement Advisory Services
1291
Wealth Enhancement Advisory Services
Minnesota
$285K -$30.7K -84 -10%
CAM
1292
Cozad Asset Management
Illinois
$284K -$82.2K -225 -23%
HIA
1293
Harbor Investment Advisory
Maryland
$284K +$4.75K +13 +2%
PBO
1294
Peoples Bank (Ohio)
Ohio
$283K -$6.94K -19 -2%
BCM
1295
BlueCrest Capital Management
Jersey
$282K +$271K +741 New
PWM
1296
Palumbo Wealth Management
New York
$281K +$730 +2 +0.3%
WHG
1297
Westwood Holdings Group
Texas
$279K -$20.1K -55 -7%
IC
1298
Inscription Capital
Texas
$279K -$4.02K -11 -1%
FH
1299
FWG Holdings
Florida
$278K +$8.77K +24 +3%
RFA
1300
Resurgent Financial Advisors
Georgia
$278K -$730 -2 -0.3%