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Name Holding Trade Value Shares
Change
Change in
Stake
JIM
501
Jensen Investment Management
Oregon
$3.59M
DFG
502
Dupree Financial Group
Kentucky
$3.59M +$13.5K +103 +0.4%
AFG
503
Atomi Financial Group
New York
$3.56M -$15.9K -121 -0.4%
AWA
504
Arkadios Wealth Advisors
Georgia
$3.56M -$445K -3,392 -11%
BBI
505
Baxter Bros Inc
Connecticut
$3.56M -$10.1K -77 -0.3%
CAMG
506
CWA Asset Management Group
Florida
$3.55M -$153K -1,169 -4%
UWM
507
USAdvisors Wealth Management
Minnesota
$3.51M -$64.7K -493 -2%
RIL
508
Rothschild Investment LLC
Illinois
$3.51M +$234K +1,787 +7%
SS
509
Sunbelt Securities
Texas
$3.49M +$165K +1,260 +5%
AHC
510
Anderson Hoagland & Co
Missouri
$3.47M
CA
511
Clearstead Advisors
Ohio
$3.45M -$610K -4,649 -15%
WA
512
Waverly Advisors
Alabama
$3.41M +$637K +4,858 +23%
MGP
513
Metis Global Partners
California
$3.4M +$66.4K +506 +2%
KPWS
514
Kestra Private Wealth Services
Texas
$3.4M +$4.2K +32 +0.1%
HIMC
515
Heritage Investors Management Corp
Maryland
$3.39M -$23K -175 -0.7%
NMERB
516
New Mexico Educational Retirement Board
New Mexico
$3.38M -$118K -900 -3%
IAA
517
Independent Advisor Alliance
North Carolina
$3.38M +$361K +2,751 +12%
RBC
518
Romano Brothers & Co
Illinois
$3.37M
CAM
519
Columbia Asset Management
Michigan
$3.34M -$352K -2,680 -9%
SAM
520
Simplify Asset Management
Nevada
$3.34M -$1.78M -13,563 -34%
Bessemer Group
521
Bessemer Group
New Jersey
$3.33M +$94.3K +719 +3%
AWM
522
AE Wealth Management
Kansas
$3.33M +$205K +1,562 +6%
LA
523
Lynch & Associates
Indiana
$3.32M +$12.5K +95 +0.4%
CGH
524
Crossmark Global Holdings
Texas
$3.32M -$1.46M -11,149 -30%
UCI
525
Uncommon Cents Investing
Wisconsin
$3.26M -$57.1K -435 -2%