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Name Holding Trade Value Shares
Change
Change in
Stake
GA
851
GraniteShares Advisors
New York
$397K +$409K +9,488 New
WCG
852
Weaver Consulting Group
California
$396K +$407K +9,452 New
SIC
853
Samalin Investment Counsel
New York
$395K -$8.45K -196 -2%
BHBT
854
Burke & Herbert Bank & Trust
Virginia
$394K
HWM
855
Horizon Wealth Management
Illinois
$393K +$404K +9,370 New
ARG
856
Advisory Resource Group
Oklahoma
$387K +$63.6K +1,475 +17%
OPS
857
Orion Portfolio Solutions
Nebraska
$386K +$23.6K +548 +6%
LWM
858
Laidlaw Wealth Management
New York
$385K -$174K -4,042 -31%
SFG
859
Synergy Financial Group
California
$382K +$393K +9,105 New
BOCH
860
Blue Owl Capital Holdings
New York
$379K +$390K +9,042 New
SOAMC
861
Spirit of America Management Corp
New York
$378K
TWM
862
Trevian Wealth Management
Massachusetts
$377K +$388K +9,005 New
CGH
863
Crossmark Global Holdings
Texas
$376K -$11.6K -270 -3%
CWM
864
Cornerstone Wealth Management
Missouri
$366K +$64K +1,484 +20%
AG
865
Ascent Group
Virginia
$364K +$436K +10,123 New
WDL
866
Well Done LLC
Michigan
$360K
FTDI
867
First Trust Direct Indexing
Massachusetts
$358K -$7.93K -184 -2%
NCM
868
New Capital Management
Texas
$358K -$2.03K -47 -0.5%
CHAM
869
Clear Harbor Asset Management
Connecticut
$356K +$64.7K +1,500 +21%
GBA
870
Garrison Bradford & Associates
New York
$354K -$21.6K -500 -6%
KP
871
Keel Point
Alabama
$354K +$16.9K +392 +5%
FFG
872
Fortem Financial Group
California
$353K -$20K -465 -5%
DU
873
Delphia (USA)
Ontario, Canada
$353K +$363K +8,422 New
LA
874
Latitude Advisors
Florida
$352K -$15K -348 -4%
KeyBank National Association
875
KeyBank National Association
Ohio
$352K +$32.8K +762 +10%