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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
851
O'Shaughnessy Asset Management
Connecticut
$304K +$225K +3,180 +553%
FSA
852
Financial Sense Advisors
California
$302K
FHA
853
Flagship Harbor Advisors
Massachusetts
$300K +$30.7K +435 +13%
NEIRG
854
New England Investment & Retirement Group
Massachusetts
$296K +$25.1K +355 +11%
RIA
855
Regal Investment Advisors
Michigan
$294K +$257K +3,635 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
856
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$292K -$1.63M -23,025 -86%
VWM
857
Vigilare Wealth Management
Arizona
$292K -$74.1K -1,050 -23%
DA
858
DSC Advisors
Illinois
$292K +$255K +3,605 New
SW
859
SteelPeak Wealth
California
$287K +$250K +3,540 New
HIIFS
860
Harel Insurance Investments & Financial Services
Israel
$284K +$247K +3,500 New
AAP
861
Aristotle Atlantic Partners
Florida
$283K -$11.3K -160 -4%
CRC
862
Curi RMB Capital
Illinois
$283K +$247K +3,495 New
HFP
863
Holistic Financial Partners
Indiana
$282K -$12K -170 -5%
CBFP
864
Cedar Brook Financial Partners
Ohio
$278K +$242K +3,430 New
BRG
865
Bay Rivers Group
Virginia
$278K +$243K +3,435 New
BRWM
866
B. Riley Wealth Management
Tennessee
$278K +$243K +3,435 New
FAB
867
First American Bank
Illinois
$272K +$237K +3,360 New
LSAG
868
Lake Street Advisors Group
New Hampshire
$271K -$35.7K -505 -13%
MIAS
869
Mason Investment Advisory Services
Virginia
$270K +$235K +3,335 New
CAM
870
Concorde Asset Management
Michigan
$270K -$2.47K -35 -0.8%
PCM
871
Parsons Capital Management
Rhode Island
$270K +$235K +3,330 New
POIA
872
Pin Oak Investment Advisors
Texas
$267K
TFS
873
TrustCore Financial Services
Tennessee
$267K +$83.7K +1,185 +56%
DI
874
DFPG Investments
Utah
$267K +$229K +3,245 New
1WA
875
180 Wealth Advisors
Washington
$266K +$223K +3,155 New