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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
1626
OmniStar Financial Group
North Carolina
$744K +$772K +34,563 New
RC
1627
RBO & Co
California
$743K +$320K +14,299 +71%
JIR
1628
James Investment Research
Ohio
$737K -$4.81M -215,239 -86%
CAS
1629
Cascadia Advisory Services
Oregon
$734K -$1.3M -58,328 -63%
SAM
1630
Sequent Asset Management
Texas
$734K -$24.8K -1,110 -3%
ECG
1631
Edge Capital Group
Georgia
$733K -$57.3K -2,565 -7%
ACWM
1632
Adams Chetwood Wealth Management
North Carolina
$732K -$2.64K -118 -0.3%
DBIA
1633
Dumont & Blake Investment Advisors
New Jersey
$730K -$94.6K -4,232 -11%
BOPW
1634
Brandywine Oak Private Wealth
Pennsylvania
$729K -$31.9K -1,426 -4%
ABTD
1635
Arvest Bank Trust Division
Oklahoma
$729K +$180K +8,038 +31%
AFAS
1636
Acorn Financial Advisory Services
Virginia
$726K -$2.52K -113 -0.3%
SB
1637
Strategic Blueprint
Georgia
$725K +$214K +9,594 +40%
SW
1638
SkyOak Wealth
Michigan
$722K -$259K -11,605 -26%
CG
1639
CFO4Life Group
Texas
$722K -$153K -6,853 -17%
Vanguard Personalized Indexing Management
1640
Vanguard Personalized Indexing Management
California
$720K +$86.8K +3,884 +13%
FNC
1641
First National Corp
Massachusetts
$719K -$116K -5,198 -17%
QIM
1642
Quest Investment Management
Oregon
$717K -$154K -6,898 -17%
CIA
1643
CSat Investment Advisory
Michigan
$714K -$458K -20,510 -38%
KSCM
1644
Kamunting Street Capital Management
Florida
$713K
MCM
1645
Mork Capital Management
California
$713K
PCM
1646
Peregrine Capital Management
Minnesota
$713K +$740K +33,108 New
TI
1647
Tidal Investments
Wisconsin
$712K +$179K +8,019 +32%
PHS
1648
Pekin Hardy Strauss
Illinois
$711K +$8.45K +378 +1%
GIA
1649
Gladstone Institutional Advisory
Florida
$711K +$80.2K +3,590 +12%
TCWM
1650
Total Clarity Wealth Management
Illinois
$711K +$96.9K +4,337 +15%