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Name Holding Trade Value Shares
Change
Change in
Stake
Conning Inc
726
Conning Inc
Connecticut
$951K -$9.5K -114 -1%
PIWA
727
Prevail Innovative Wealth Advisors
Kansas
$947K +$967K +11,597 New
Empirical Finance
728
Empirical Finance
Pennsylvania
$943K +$14.1K +169 +1%
Johnson Investment Counsel
729
Johnson Investment Counsel
Ohio
$941K -$211K -2,527 -18%
PM
730
Penbrook Management
New York
$940K -$27.1K -325 -3%
Forum Financial Management
731
Forum Financial Management
Illinois
$939K +$113K +1,351 +13%
World Investment Advisors
732
World Investment Advisors
California
$931K -$49.9K -599 -5%
NAMNJ
733
NorthStar Asset Management (New Jersey)
New Jersey
$928K -$1.67K -20 -0.2%
I
734
InvesTrust
Oklahoma
$927K – – –
Valeo Financial Advisors
735
Valeo Financial Advisors
Indiana
$923K +$352K +4,217 +59%
Dakota Wealth Management
736
Dakota Wealth Management
Florida
$921K -$1.04M -12,526 -53%
Congress Wealth Management
737
Congress Wealth Management
Massachusetts
$913K -$93K -1,115 -9%
Midwest Trust
738
Midwest Trust
Kansas
$911K +$931K +11,166 New
WI
739
WBI Investments
New Jersey
$908K +$473K +5,669 +104%
RPGK
740
Retirement Planning Group (Kansas)
Kansas
$907K -$13.8K -165 -1%
BRWA
741
B. Riley Wealth Advisors
Florida
$906K -$3.56M -42,720 -79%
Callan Family Office
742
Callan Family Office
Pennsylvania
$903K +$539K +6,469 +141%
MA
743
Mutual Advisors
Nebraska
$902K +$59.6K +715 +7%
SCM
744
Sage Capital Management
New Jersey
$900K -$55.3K -663 -6%
SC
745
Syon Capital
California
$899K -$110K -1,323 -11%
LC
746
Lavaca Capital
Texas
$898K +$8.34K +100 +0.9%
SF
747
SageOak Financial
Oklahoma
$888K -$25.1K -301 -3%
Avidian Wealth Enterprises
748
Avidian Wealth Enterprises
Texas
$887K -$36.9K -443 -4%
GAMMA Investing
749
GAMMA Investing
California
$887K -$93.6K -1,123 -9%
PCA
750
Purkiss Capital Advisors
Connecticut
$884K +$396K +4,747 +78%