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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1051
Carr Financial Group
Massachusetts
$520K +$381K +3,000 +187%
PA
1052
PFG Advisors
Arizona
$517K -$1.37M -10,771 -70%
CAM
1053
Cozad Asset Management
Illinois
$516K +$353K +2,782 +148%
CBT
1054
Central Bank & Trust
Kentucky
$513K -$171K -1,345 -22%
CMA
1055
Cedar Mountain Advisors
Oregon
$511K -$19.2K -151 -3%
PBC
1056
Pavion Blue Capital
California
$511K – – –
Jones Financial Companies
1057
Jones Financial Companies
Missouri
$510K -$54.1K -426 -8%
MIA
1058
MMBG Investment Advisors
Florida
$510K +$244K +1,925 +72%
CSI
1059
Cross Staff Investments
New York
$509K – – –
Axxcess Wealth Management
1060
Axxcess Wealth Management
California
$508K +$297K +2,340 +104%
PTP
1061
Platform Technology Partners
New York
$508K +$25.9K +204 +5%
SSW
1062
Smith Shellnut Wilson
Mississippi
$506K -$25.4K -200 -4%
GLA
1063
Good Life Advisors
Pennsylvania
$505K +$102K +803 +21%
Martingale Asset Management
1064
Martingale Asset Management
Massachusetts
$504K -$5.17M -40,752 -90%
MLA
1065
MB, Levis & Associates
Pennsylvania
$504K -$12.3K -97 -2%
CD
1066
Chapin Davis
Maryland
$503K +$39.1K +308 +7%
Summit Trail Advisors
1067
Summit Trail Advisors
New York
$503K +$578K +4,549 New
WI
1068
Wintrust Investments
Illinois
$503K -$47.5K -374 -8%
KWM
1069
Keebeck Wealth Management
Illinois
$502K -$254 -2 -0%
MW
1070
Marcum Wealth
Ohio
$502K +$23K +181 +4%
VSQM
1071
V-Square Quantitative Management
Illinois
$501K +$218K +1,716 +61%
NEOS Investment Management
1072
NEOS Investment Management
Connecticut
$496K +$569K +4,483 New
FNA
1073
First National Advisers
Nebraska
$496K +$569K +4,483 New
Avidian Wealth Enterprises
1074
Avidian Wealth Enterprises
Texas
$494K -$37.6K -296 -6%
CF
1075
Centaurus Financial
California
$492K -$107K -845 -16%