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Name Holding Trade Value Shares
Change
Change in
Stake
CAMG
626
CWA Asset Management Group
Florida
$707K +$189K +555 +33%
GLR
627
Great Lakes Retirement
Ohio
$700K +$38.8K +114 +5%
BCWM
628
Bartlett & Co Wealth Management
Ohio
$695K
BC
629
Bartlett & Co
Ohio
$695K
CGL
630
Clarius Group LLC
Washington
$688K -$183K -538 -20%
FA
631
FDx Advisors
Illinois
$683K -$2.11M -6,216 -74%
PCS
632
Personal CFO Solutions
New Jersey
$672K -$18K -53 -2%
OFP
633
OLIO Financial Planning
Virginia
$672K +$722K +2,124 New
SFA
634
Seneca Financial Advisors
New York
$664K
VFA
635
Valeo Financial Advisors
Indiana
$663K +$66.7K +196 +10%
LKIM
636
Lawson Kroeker Investment Management
Nebraska
$654K
XT
637
XTX Topco
Cayman Islands
$654K +$704K +2,069 New
VSQM
638
V-Square Quantitative Management
Illinois
$647K +$220K +648 +46%
ECM
639
Evergreen Capital Management
Washington
$646K +$4.08K +12 +0.6%
SL
640
Sentry LLC
Tennessee
$646K
SW
641
SVB Wealth
Massachusetts
$643K -$23.5K -69 -3%
JIC
642
Johnson Investment Counsel
Ohio
$634K -$34.7K -102 -5%
SCM
643
Stonebridge Capital Management
California
$632K
RA
644
Riversedge Advisors
Delaware
$624K +$21.1K +62 +3%
GA
645
Geller Advisors
New York
$621K +$406K +1,195 +155%
DBRC
646
D.B. Root & Company
Pennsylvania
$621K -$6.12K -18 -0.9%
OC
647
Oppenheimer & Co
New York
$614K +$143K +419 +28%
PIMG
648
Patriot Investment Management Group
Tennessee
$598K
CAM
649
Cozad Asset Management
Illinois
$594K -$109K -320 -15%
JAFL
650
Jay A. Fishman Ltd
Michigan
$593K