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Name Holding Trade Value Shares
Change
Change in
Stake
FCM
751
FJ Capital Management
Virginia
$283K +$263K +485 New
HBS
752
Howard Bailey Securities
Indiana
$279K +$260K +479 New
SW
753
Simplicity Wealth
New Jersey
$278K -$909K -1,677 -78%
CA
754
Clearstead Advisors
Ohio
$277K +$77K +142 +43%
AWM
755
Angeles Wealth Management
California
$277K +$16.8K +31 +7%
SFS
756
Security Financial Services
Indiana
$276K +$256K +473 New
CI
757
Conning Inc
Connecticut
$275K -$3.79K -7 -1%
HCPC
758
Hamilton Capital Partners (Canada)
$274K – – –
HCM
759
Howard Capital Management
Georgia
$273K +$254K +469 New
VCM
760
Virtue Capital Management
Tennessee
$270K -$56.4K -104 -18%
SAM
761
Smartleaf Asset Management
Massachusetts
$268K +$126K +233 +100%
CIA
762
Concurrent Investment Advisors
Florida
$264K +$15.7K +29 +7%
Capstone Investment Advisors
763
Capstone Investment Advisors
New York
$263K -$623K -1,149 -72%
WLG
764
Williamson Legacy Group
Indiana
$263K +$245K +451 New
DWT
765
Dorsey & Whitney Trust
South Dakota
$262K +$13K +24 +6%
OWM
766
OneAscent Wealth Management
Alabama
$259K +$5.42K +10 +2%
AC
767
ASB Consultores
Florida
$258K +$240K +442 New
CAG
768
Crestwood Advisors Group
Massachusetts
$258K +$240K +442 New
ECM
769
Evergreen Capital Management
Washington
$255K +$237K +437 New
C
770
Certuity
Florida
$254K -$71K -131 -23%
CPIG
771
Chicago Partners Investment Group
Illinois
$254K +$230K +425 New
DBRC
772
D.B. Root & Company
Pennsylvania
$249K -$204K -377 -47%
FHA
773
Flagship Harbor Advisors
Massachusetts
$243K -$14.1K -26 -6%
PP
774
PDS Planning
Ohio
$243K +$226K +417 New
ST
775
Smithfield Trust
Pennsylvania
$243K – – –