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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
626
Bleakley Financial Group
New Jersey
$1.32M +$293K +3,514 +28%
SA
627
Shilanski & Associates
Alaska
$1.3M -$9.17K -110 -0.7%
SWM
628
Scissortail Wealth Management
Oklahoma
$1.3M +$16.9K +203 +1%
TCWM
629
Total Clarity Wealth Management
Illinois
$1.3M +$37.2K +446 +3%
SMC
630
Smith, Moore & Co
Missouri
$1.29M +$1.42K +17 +0.1%
DAS
631
Dynamic Advisor Solutions
Arizona
$1.29M +$19.6K +235 +2%
CC
632
Chicago Capital
Illinois
$1.28M +$167 +2 +0%
SLWA
633
San Luis Wealth Advisors
California
$1.27M +$1.29M +15,505 New
CSP
634
Cary Street Partners
Virginia
$1.25M +$36.4K +437 +3%
IMRF
635
Illinois Municipal Retirement Fund
Illinois
$1.25M -$1.8M -21,635 -59%
HNB
636
Huntington National Bank
Ohio
$1.25M -$161K -1,926 -11%
BI
637
Bramshill Investments
Florida
$1.24M -$584 -7 -0%
BJL
638
Brighton Jones LLC
Washington
$1.24M -$21.3K -256 -2%
MWM
639
Mindset Wealth Management
Indiana
$1.23M +$49.4K +592 +4%
LSA
640
Lion Street Advisors
Texas
$1.23M +$5.09K +61 +0.4%
JIC
641
Joel Isaacson & Co
New York
$1.21M
MQWP
642
Morey & Quinn Wealth Partners
Nebraska
$1.2M -$80.6K -967 -6%
RWM
643
RKL Wealth Management
Pennsylvania
$1.2M +$94.3K +1,131 +8%
RIL
644
Rothschild Investment LLC
Illinois
$1.2M -$231K -2,765 -16%
MAS
645
Meeder Advisory Services
Ohio
$1.2M +$41.1K +493 +3%
DAS
646
Diversify Advisory Services
Utah
$1.19M +$858K +10,289 +176%
ATC
647
Argent Trust Co
Tennessee
$1.19M +$37.5K +450 +3%
TWM
648
Trueblood Wealth Management
Ohio
$1.19M +$76.5K +918 +7%
BAM
649
Belpointe Asset Management
Nevada
$1.18M +$72.9K +874 +6%
DEM
650
Disciplined Equity Management
Florida
$1.18M +$205K +2,460 +20%