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Name Holding Trade Value Shares
Change
Change in
Stake
PVM
2651
Palogic Value Management
Texas
$529K
CAL
2652
Capital Advisors Ltd
Ohio
$528K -$11.1K -96 -2%
TF
2653
Tudor Financial
Ohio
$527K +$462 +4 +0.1%
CAWM
2654
Capital Advisors Wealth Management
Washington
$526K +$52.6K +456 +12%
FPGK
2655
Financial Partners Group (Kansas)
Kansas
$525K
KC
2656
Kinloch Capital
Virginia
$525K -$5.66K -49 -1%
BLAM
2657
Bourne Lent Asset Management
New York
$524K -$34.6K -300 -6%
LAS
2658
Legacy Advisory Services
Pennsylvania
$524K +$503K +4,356 New
MIM
2659
Moseley Investment Management
Florida
$524K
PCMC
2660
Paragon Capital Management (Colorado)
Colorado
$523K -$56.7K -491 -10%
MTIC
2661
Missouri Trust & Investment Company
Missouri
$521K -$2.89K -25 -0.6%
OFW
2662
Omnia Family Wealth
Florida
$521K -$106K -920 -18%
CWM
2663
Chemistry Wealth Management
New York
$520K -$6.7K -58 -1%
MGI
2664
Miller Global Investments
Texas
$520K -$20K -173 -4%
JF
2665
Joule Financial
Kentucky
$519K -$1.27K -11 -0.3%
FCM
2666
Fell Capital Management
California
$519K -$23.1K -200 -4%
Optiver Holding
2667
Optiver Holding
Netherlands
$519K +$498K +4,313 New
FGWP
2668
Founders Grove Wealth Partners
Virginia
$518K +$22.7K +197 +5%
BWFA
2669
Baltimore-Washington Financial Advisors
Maryland
$517K -$4.39K -38 -0.9%
SWG
2670
Summit Wealth Group
Vermont
$517K -$7.74K -67 -2%
VP
2671
Verum Partners
North Carolina
$516K +$55.1K +477 +13%
DCM
2672
Driehaus Capital Management
Illinois
$516K -$112K -970 -18%
FGA
2673
Fortis Group Advisors
New Jersey
$515K +$346 +3 +0.1%
BWM
2674
Baron Wealth Management
Michigan
$515K +$51K +442 +12%
CC
2675
Constitution Capital
Connecticut
$515K -$473K -4,100 -49%