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Name Holding Trade Value Shares
Change
Change in
Stake
Private Management Group
3551
Private Management Group
California
$709K +$234K +3,230 +70%
KS
3552
Karpas Strategies
Connecticut
$709K -$65.2K -900 -10%
Tanager Wealth Management
3553
Tanager Wealth Management
United Kingdom
$709K -$101K -1,400 -15%
OWM
3554
OneAscent Wealth Management
Alabama
$709K +$188K +2,590 +49%
Opus Capital Group
3555
Opus Capital Group
Ohio
$708K -$25.4K -350 -4%
Mengis Capital Management
3556
Mengis Capital Management
Oregon
$707K -$20.3K -280 -3%
Capital Investment Counsel (Colorado)
3557
Capital Investment Counsel (Colorado)
Colorado
$707K -$116K -1,600 -17%
Inspirion Wealth Advisors
3558
Inspirion Wealth Advisors
Illinois
$703K -$165K -2,280 -23%
SeaBridge Investment Advisors
3559
SeaBridge Investment Advisors
New Jersey
$698K – – –
VH
3560
Visionary Horizons
Tennessee
$697K -$2.9K -40 -0.5%
MFG
3561
Mosaic Financial Group
Illinois
$695K +$557K +7,690 New
OA
3562
Operose Advisors
Wisconsin
$694K -$67.4K -930 -11%
CIM
3563
Contravisory Investment Management
Massachusetts
$692K -$75.4K -1,040 -12%
BBR Partners
3564
BBR Partners
New York
$691K -$34.8K -480 -6%
Campbell Wealth Management
3565
Campbell Wealth Management
Virginia
$689K +$18.1K +250 +3%
SHWM
3566
Smith & Howard Wealth Management
Georgia
$689K +$26.8K +370 +5%
FLI
3567
Family Legacy Inc
South Carolina
$689K +$100K +1,380 +22%
MFC
3568
Mechanics Financial Corp
Ohio
$689K +$552K +7,620 New
Townsend & Associates
3569
Townsend & Associates
Colorado
$688K -$13.8K -190 -2%
HWP
3570
Hibernia Wealth Partners
Louisiana
$687K -$7.25K -100 -1%
Matrix Asset Advisors
3571
Matrix Asset Advisors
New York
$687K – – –
Marino Stram & Associates
3572
Marino Stram & Associates
Massachusetts
$686K -$72.5K -1,000 -12%
BAM
3573
Blueshift Asset Management
New Jersey
$685K -$1.45M -20,040 -73%
Live Oak Private Wealth
3574
Live Oak Private Wealth
North Carolina
$684K – – –
Waterfront Wealth
3575
Waterfront Wealth
Kansas
$683K +$14.5K +200 +3%