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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
1001
B. Riley Wealth Management
Tennessee
$366K +$340K +2,212 New
HA
1002
Harfst & Associates
Wyoming
$362K +$10.4K +68 +3%
QI
1003
Qtron Investments
Massachusetts
$355K +$330K +2,146 New
VCA
1004
Verdence Capital Advisors
Maryland
$354K +$329K +2,140 New
AIM
1005
Axiom Investment Management
New York
$353K +$1.08K +7 +0.3%
FFA
1006
First Foundation Advisors
California
$352K +$46.9K +305 +17%
GQG Partners
1007
GQG Partners
Florida
$350K
EMG
1008
ETF Managers Group
New Jersey
$350K +$16.8K +109 +5%
CF
1009
Copperwynd Financial
Arizona
$349K +$89.9K +585 +38%
VFA
1010
Valeo Financial Advisors
Indiana
$348K -$45.2K -294 -12%
9WM
1011
9258 Wealth Management
Ohio
$348K +$307 +2 +0.1%
LPIC
1012
LeJeune Puetz Investment Counsel
Michigan
$347K
OFS
1013
OneAscent Financial Services
Alabama
$346K +$63.6K +414 +25%
RCA
1014
Resonant Capital Advisors
Wisconsin
$345K -$461 -3 -0.1%
LSPW
1015
Lake Street Private Wealth
Illinois
$345K +$6.15K +40 +2%
CCM
1016
Chilton Capital Management
Texas
$342K
IF
1017
Intrua Financial
Texas
$341K +$24.7K +161 +8%
RIL
1018
Rothschild Investment LLC
Illinois
$339K
EFS
1019
Essex Financial Services
Connecticut
$337K +$41.3K +269 +15%
JWCA
1020
J.W. Coons Advisors
Ohio
$337K +$56.9K +370 +22%
HCP
1021
Holt Capital Partners
Texas
$335K +$311K +2,025 New
POIA
1022
Pin Oak Investment Advisors
Texas
$334K +$5.22K +34 +2%
DPI
1023
Diversified Portfolios Inc
Michigan
$333K +$309K +2,011 New
MS
1024
Maven Securities
Jersey
$333K +$309K +2,011 New
WAM
1025
Westport Asset Management
Connecticut
$331K