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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1226
Strategy Asset Managers
California
$303K +$12.8K +74 +4%
MAG
1227
MRA Advisory Group
New Jersey
$302K +$303K +1,753 New
CMS
1228
Capital Market Strategies
Florida
$302K +$303K +1,752 New
FWM
1229
FFT Wealth Management
Pennsylvania
$301K -$36.8K -213 -11%
PFGIA
1230
Patriot Financial Group Insurance Agency
Massachusetts
$300K +$864 +5 +0.3%
PGIM
1231
Pacific Global Investment Management
California
$299K -$10.4K -60 -3%
ACA
1232
Aptus Capital Advisors
Alabama
$298K -$302K -1,749 -50%
XF
1233
XML Financial
Maryland
$297K
T. Rowe Price Investment Management
1234
T. Rowe Price Investment Management
Maryland
$297K +$297K +1,720 New
AC
1235
Abbrea Capital
California
$297K +$298K +1,726 New
IEFM
1236
IQ EQ Fund Management
Ireland
$296K -$82.5K -477 -22%
GC
1237
GFG Capital
Florida
$296K -$18.5K -107 -6%
SG
1238
StoneX Group
New York
$294K -$77.8K -450 -21%
JWCA
1239
J.W. Coons Advisors
Ohio
$293K
Dodge & Cox
1240
Dodge & Cox
California
$293K
CFP
1241
Catalyst Financial Partners
Massachusetts
$293K +$9.68K +56 +3%
CIAS
1242
Capital Investment Advisory Services
North Carolina
$292K +$2.08K +12 +0.7%
WIM
1243
Wittenberg Investment Management
Massachusetts
$292K
IAS
1244
Insigneo Advisory Services
Florida
$291K +$293K +1,692 New
DAC
1245
Dividend Assets Capital
South Carolina
$291K +$5.19K +30 +2%
BAM
1246
BOS Asset Management
Illinois
$290K +$9.16K +53 +3%
PP
1247
Paloma Partners
Connecticut
$290K +$291K +1,684 New
Fisher Asset Management
1248
Fisher Asset Management
Washington
$290K -$57.2K -331 -16%
SSA
1249
South Street Advisors
New York
$286K +$48.2K +279 +20%
JAG
1250
Journey Advisory Group
Kentucky
$285K +$24.7K +143 +9%