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Name Holding Trade Value Shares
Change
Change in
Stake
LB
2026
Leo Brokerage
Texas
$934K -$678K -13,304 -43%
CIM
2027
CIM Investment Management
Pennsylvania
$934K -$4.79K -94 -0.5%
SWM
2028
Salvus Wealth Management
New Jersey
$934K -$4.03K -79 -0.4%
AP
2029
Atwood & Palmer
Missouri
$933K -$75.9K -1,490 -8%
CB
2030
Cadence Bank
Mississippi
$932K -$47.5K -933 -5%
VRM
2031
Vectors Research Management
New York
$930K -$4.79K -94 -0.5%
CPC
2032
Congress Park Capital
New York
$930K +$57.9K +1,137 +7%
CFG
2033
Cooper Financial Group
California
$928K +$98.8K +1,938 +12%
KLWA
2034
Kelly Lawrence W & Associates
California
$924K -$113K -2,225 -11%
BDWCC
2035
B&D White Capital Company
Texas
$923K -$10.2K -200 -1%
TT
2036
TI-Trust
Illinois
$921K +$9.68K +190 +1%
VCP
2037
Verus Capital Partners
Arizona
$920K -$393K -7,718 -42%
HVP
2038
Hudson Value Partners
Florida
$919K -$100K -1,970 -10%
SAS
2039
Sanford Advisory Services
Michigan
$918K +$25.6K +503 +3%
OR
2040
Olympiad Research
Connecticut
$918K +$62K +1,217 +7%
MA
2041
MONECO Advisors
Connecticut
$918K +$157K +3,083 +21%
DBIA
2042
Dumont & Blake Investment Advisors
New Jersey
$914K -$5.2K -102 -0.6%
FAG
2043
Fortitude Advisory Group
Washington
$913K -$16.6K -326 -2%
RBC
2044
Roble Belko & Company
Pennsylvania
$913K -$6.78K -133 -0.8%
CAGAS
2045
Capital Advisory Group Advisory Services
Minnesota
$912K +$12.3K +242 +1%
WMA
2046
West Michigan Advisors
Michigan
$912K +$468K +9,176 +112%
CM
2047
Caption Management
Oklahoma
$912K +$739K +14,500 +500%
CG
2048
Clarus Group
Texas
$911K -$14.7K -288 -2%
EF
2049
Empowered Funds
Pennsylvania
$911K +$885K +17,363 New
MC
2050
Miramar Capital
Illinois
$910K +$3.01K +59 +0.3%