Name Holding Trade Value Shares
Change
Change in
Stake
EF
751
Empirical Finance
Pennsylvania
$1.92M +$161K +1,027 +9%
DLCIG
752
D.L. Carlson Investment Group
New Hampshire
$1.92M -$289K -1,843 -13%
RCM
753
Radnor Capital Management
Pennsylvania
$1.92M -$138K -880 -6%
FDS
754
Freedom Day Solutions
Texas
$1.91M -$146K -929 -7%
CW
755
CreativeOne Wealth
Kansas
$1.91M -$82.1K -523 -4%
HAI
756
Hennessy Advisors Inc
California
$1.89M -$126K -800 -6%
NW
757
NewEdge Wealth
Pennsylvania
$1.89M +$49.3K +314 +3%
HCCM
758
Hudson Canyon Capital Management
New York
$1.89M – – –
GVAG
759
Great Valley Advisor Group
Delaware
$1.89M -$107K -684 -5%
IWS
760
Insight Wealth Strategies
California
$1.89M +$197K +1,257 +11%
CAM
761
Cresset Asset Management
Illinois
$1.87M -$343K -2,189 -5%
3IP
762
3Chopt Investment Partners
Virginia
$1.86M +$1.96M +12,512 New
MC
763
Moors & Cabot
Massachusetts
$1.86M -$59.1K -377 -3%
MCAI
764
Members Capital Advisors Inc
Wisconsin
$1.85M +$1.94M +12,365 +41,217%
MCA
765
MSH Capital Advisors
Arizona
$1.84M -$15.8K -101 -0.8%
CICI
766
Capital Investment Counsel Inc
North Carolina
$1.84M +$577K +3,675 +43%
CA
767
CGN Advisors
Kansas
$1.82M +$767K +4,886 +67%
IAMOG
768
Investors Asset Management of Georgia
Georgia
$1.82M -$27.5K -175 -1%
HH
769
Hilltop Holdings
Texas
$1.8M -$150K -959 -7%
FWM
770
Forefront Wealth Management
Pennsylvania
$1.8M -$16K -102 -0.8%
LWMM
771
Legacy Wealth Management (Mississippi)
Mississippi
$1.8M +$15.7K +100 +0.8%
LOAME
772
Lombard Odier Asset Management (Europe)
United Kingdom
$1.8M -$77.2K -492 -4%
CFMC
773
Curbstone Financial Management Corp
New Hampshire
$1.79M -$240K -1,532 -11%
NCM
774
Nine27 Capital Management
New York
$1.79M +$1.88M +12,000 New
LFAS
775
Level Four Advisory Services
Texas
$1.78M +$1.88M +11,960 New