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Name Holding Trade Value Shares
Change
Change in
Stake
DG
1151
DMC Group
Alabama
$332K -$81.1K -1,671 -21%
TPA
1152
Trivium Point Advisory
Connecticut
$331K -$126K -2,594 -29%
OP
1153
Oslo Pensjonsforsikring
$330K +$312K +6,424 New
ZIG
1154
Zuckerman Investment Group
Illinois
$329K +$20.4K +421 +7%
AGA
1155
Arkos Global Advisors
Texas
$328K
KWM
1156
Keebeck Wealth Management
Illinois
$328K +$308K +6,348 New
VST
1157
Van Strum & Towne
California
$327K -$1.81M -37,311 -85%
EW
1158
Expressive Wealth
Illinois
$326K +$287K +5,918 New
DAS
1159
Dynamic Advisor Solutions
Arizona
$324K -$14.3K -295 -4%
Federated Hermes
1160
Federated Hermes
Pennsylvania
$322K -$5K -103 -2%
CSC
1161
Caldwell Sutter Capital
California
$321K +$971 +20 +0.3%
FMP
1162
Financial Management Professionals
Texas
$321K +$146 +3 +0%
MO
1163
McMillan Office
Michigan
$320K -$36.4K -750 -11%
KF
1164
Krilogy Financial
Missouri
$320K +$34.3K +706 +13%
HI
1165
Harbour Investments
Wisconsin
$318K +$167K +3,445 +125%
VWM
1166
Venturi Wealth Management
Texas
$317K -$60.7K -1,251 -17%
CI
1167
Conning Inc
Connecticut
$317K -$46.6K -961 -13%
VCM
1168
Versant Capital Management
Arizona
$317K +$97.1K +2,001 +48%
WEG
1169
World Equity Group
Illinois
$316K +$298K +6,149 New
HA
1170
Hamel Associates
New Jersey
$316K +$298K +6,145 New
CWA
1171
Cura Wealth Advisors
Illinois
$315K
WANY
1172
Wealthspire Advisors (New York)
New York
$315K -$140K -2,886 -32%
FF
1173
Francis Financial
$314K +$5K +103 +2%
AWM
1174
Act Wealth Management
Texas
$313K -$68K -1,400 -19%
CFP
1175
Catalyst Financial Partners
Massachusetts
$313K -$86.2K -1,777 -23%