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Name Holding Trade Value Shares
Change
Change in
Stake
DFA
2301
Delta Financial Advisors
Louisiana
$755K
SIC
2302
Samalin Investment Counsel
New York
$754K +$23.6K +227 +3%
BCM
2303
Bayesian Capital Management
New York
$752K +$716K +6,900 New
GLR
2304
Great Lakes Retirement
Ohio
$752K -$856K -8,245 -54%
VCP
2305
Verus Capital Partners
Arizona
$751K +$107K +1,027 +18%
HB
2306
HTLF Bank
Colorado
$750K +$714K +6,880 New
OWA
2307
Octavia Wealth Advisors
Ohio
$750K +$19.1K +184 +3%
AFG
2308
AFS Financial Group
Maryland
$750K -$949K -9,143 -57%
AA
2309
AlphaQ Advisors
Florida
$749K -$19.8K -191 -3%
FWA
2310
FSM Wealth Advisors
Ohio
$747K +$37.4K +360 +6%
RMF
2311
Red Mountain Financial
Colorado
$746K +$710K +6,843 New
SN
2312
Sittner & Nelson
Oregon
$740K -$28.6K -276 -4%
CG
2313
Clarus Group
Texas
$738K -$117K -1,125 -14%
EFG
2314
Ethos Financial Group
Pennsylvania
$738K +$109K +1,046 +18%
LL
2315
LWMG LLC
Minnesota
$738K -$1.45K -14 -0.2%
SOS
2316
Silver Oak Securities
Tennessee
$737K +$202K +1,950 +41%
NFG
2317
Nadler Financial Group
Illinois
$736K +$23K +222 +3%
MFG
2318
Magnus Financial Group
New York
$734K -$38.2K -368 -5%
PFT
2319
Providence First Trust
Arizona
$733K
BRA
2320
Bender Robert & Associates
California
$733K -$25.2K -243 -3%
VWM
2321
Venturi Wealth Management
Texas
$732K +$25.9K +250 +4%
CSI
2322
Cross Staff Investments
New York
$732K +$23.4K +225 +3%
SCG
2323
Sonata Capital Group
Washington
$731K -$51.7K -498 -7%
OL
2324
OneFund LLC
Florida
$731K +$696K +6,701 New
MIM
2325
Moseley Investment Management
Florida
$729K -$22K -212 -3%