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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2051
CRA Financial Services
New Jersey
$295K -$13.4K -81 -4%
AC
2052
ASB Consultores
Florida
$295K +$292K +1,769 New
DDC
2053
DF Dent & Co
Maryland
$293K -$9.57K -58 -3%
PWM
2054
PBMares Wealth Management
Virginia
$293K
IAA
2055
Ironsides Asset Advisors
North Carolina
$292K
MCA
2056
Magnolia Capital Advisors
Mississippi
$291K +$288K +1,747 New
CCA
2057
Cottonwood Capital Advisors
Utah
$290K +$286K +1,737 New
EP
2058
Equius Partners
California
$289K +$285K +1,731 New
CG
2059
CFO4Life Group
Texas
$287K +$284K +1,722 New
HCC
2060
Hirtle Callaghan & Co
Pennsylvania
$287K +$284K +1,723 New
APSP
2061
Asset Planning Services (Pennsylvania)
Pennsylvania
$286K -$5.61K -34 -2%
BAM
2062
Bruderman Asset Management
New York
$286K +$165 +1 +0.1%
1IA
2063
1834 Investment Advisors
Wisconsin
$285K -$9.9K -60 -3%
AWA
2064
Amplius Wealth Advisors
Pennsylvania
$285K +$282K +1,712 New
JIC
2065
Joel Isaacson & Co
New York
$284K +$4.12K +25 +1%
IF
2066
IRON Financial
Illinois
$284K +$5.44K +33 +2%
JSW
2067
Journey Strategic Wealth
New Jersey
$284K +$281K +1,702 New
DCM
2068
DGS Capital Management
New Jersey
$284K +$281K +1,704 New
BAM
2069
Berkshire Asset Management
Pennsylvania
$283K +$280K +1,699 New
QC
2070
Quent Capital
New York
$283K +$280K +1,699 New
KWM
2071
Kaydan Wealth Management
Michigan
$282K +$279K +1,692 New
OC
2072
Oakworth Capital
Alabama
$282K -$14.8K -90 -5%
SCA
2073
Sandy Cove Advisors
Massachusetts
$282K +$279K +1,694 New
Connor, Clark & Lunn Investment Management (CC&L)
2074
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$281K -$33.7M -204,619 -99%
RIM
2075
Redwood Investment Management
Arizona
$281K -$4.33M -26,229 -94%