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Name Holding Trade Value Shares
Change
Change in
Stake
Barrow, Hanley, Mewhinney & Strauss
201
Barrow, Hanley, Mewhinney & Strauss
Texas
$9.71K +$7.5K +831 +318%
TWA
202
TCI Wealth Advisors
Arizona
$8.53K +$9 +1 +0.1%
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$6K -$334 -37 -5%
QCG
204
Quadrant Capital Group
Ohio
$4.67K
PWMG
205
Prestige Wealth Management Group
New Jersey
$4.45K
VCM
206
Versant Capital Management
Arizona
$3.8K -$569 -63 -13%
BAM
207
Belpointe Asset Management
Nevada
$3.69K +$3.75K +415 New
US Bancorp
208
US Bancorp
Minnesota
$2.99K -$1.02K -113 -25%
EI
209
Ellevest Inc
New York
$2.92K
CT
210
Colonial Trust
South Carolina
$2.6K +$2.65K +294 New
NA
211
NewEdge Advisors
Louisiana
$1.3K +$1.32K +146 New
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$578 +$190 +21 +48%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$569
GRP
214
Global Retirement Partners
California
$471
SC
215
Schubert & Co
Texas
$356 +$63 +7 +21%
RWM
216
Raffa Wealth Management
District of Columbia
$338
CS
217
Comerica Securities
Michigan
$276 +$280 +31 New
TWP
218
TFO Wealth Partners
Ohio
$263 +$18 +2 New
JWA
219
JFS Wealth Advisors
Pennsylvania
$133 +$72 +8 +114%
SIC
220
SJS Investment Consulting
Ohio
$98 +$27 +3 +38%
DI
221
Disciplined Investments
Oklahoma
$53 +$9 +1 +20%
AF
222
Advisornet Financial
Minnesota
$44 +$45 +5 New
HNB
223
Huntington National Bank
Ohio
$9
BCM
224
Bridgeway Capital Management
Texas
-$522K -75,300 Closed
Capital Fund Management (CFM)
225
Capital Fund Management (CFM)
France
-$454K -65,539 Closed