Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
1476
Sumitomo Mitsui Financial Group
Japan
$1.11M -$318K -8,438 -23%
IP
1477
Investment Partners
Ohio
$1.11M -$1.38M -36,751 -57%
MGWM
1478
Marks Group Wealth Management
Minnesota
$1.11M -$382K -10,130 -26%
FFBTD
1479
First Financial Bank - Trust Division
Ohio
$1.11M +$60.2K +1,597 +6%
ACM
1480
Acrisure Capital Management
Texas
$1.11M +$1.06M +28,088 New
FDS
1481
First Dallas Securities
Texas
$1.1M -$312K -8,291 -23%
KF
1482
Krilogy Financial
Missouri
$1.1M +$520K +13,808 +98%
SIM
1483
Sentry Investment Management
Wisconsin
$1.1M -$78.5K -2,084 -7%
CCMIC
1484
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.1M +$5.84K +155 +0.6%
JAG
1485
Journey Advisory Group
Kentucky
$1.1M +$245K +6,510 +30%
CWP
1486
Cyndeo Wealth Partners
Florida
$1.1M +$1.05M +27,906 New
CAM
1487
Covenant Asset Management
New Jersey
$1.1M +$50.8K +1,349 +5%
QCG
1488
Quadrant Capital Group
Ohio
$1.1M +$234K +6,214 +29%
RAM
1489
Redmond Asset Management
Virginia
$1.1M +$129K +3,423 +14%
PA
1490
PSI Advisors
Florida
$1.09M -$46K -1,222 -4%
DCM
1491
Dudley Capital Management
Virginia
$1.09M +$1.04M +27,613 New
TSS
1492
Two Sigma Securities
New York
$1.09M -$3.79M -100,518 -78%
PVM
1493
Palogic Value Management
Texas
$1.09M +$1.04M +27,565 New
SW
1494
StrongBox Wealth
Missouri
$1.08M -$142K -3,774 -12%
FFN
1495
Focus Financial Network
Minnesota
$1.08M +$12.5K +332 +1%
TCWM
1496
Total Clarity Wealth Management
Illinois
$1.08M +$263K +6,974 +34%
AFG
1497
Allegheny Financial Group
Pennsylvania
$1.08M +$22K +584 +2%
SC
1498
Searle & Co
Connecticut
$1.07M +$24.5K +650 +2%
AA
1499
Altman Advisors
Illinois
$1.07M +$66.5K +1,764 +7%
PJSIMP
1500
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M -$182K -4,833 -15%