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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1451
OneAscent Investment Solutions
Alabama
$403K +$62K +224 +16%
LK
1452
Lumbard & Kellner
New Hampshire
$400K +$4.99K +18 +1%
VWA
1453
Visionary Wealth Advisors
Illinois
$400K +$15.8K +57 +4%
OpenArc Corporate Advisory
1454
OpenArc Corporate Advisory
Georgia
$398K +$142K +513 +46%
BIP Wealth
1455
BIP Wealth
Georgia
$397K -$93.4K -337 -17%
WFA
1456
Wellspring Financial Advisors
Ohio
$397K +$185K +669 +69%
LRIC
1457
Long Road Investment Counsel
Michigan
$397K – – –
Signature Estate & Investment Advisors
1458
Signature Estate & Investment Advisors
California
$396K -$143K -517 -24%
MLL
1459
Moody Lynn & Lieberson
Massachusetts
$395K -$19.4K -70 -4%
LCWP
1460
Legacy Capital Wealth Partners
Arkansas
$395K +$450K +1,624 New
CCA
1461
Childress Capital Advisors
Texas
$393K -$62.9K -227 -12%
CB
1462
Centennial Bank
Arkansas
$393K -$25.2K -91 -5%
QFW
1463
QTR Family Wealth
Florida
$392K +$173K +623 +60%
OFS
1464
Orrstown Financial Services
Pennsylvania
$391K -$71.5K -258 -14%
TW
1465
ticino wealth
California
$390K -$171K -617 -30%
PAW
1466
Plan A Wealth
Nebraska
$389K +$54.6K +197 +14%
FPH
1467
Financial Planning Hawaii
Hawaii
$389K -$5.54K -20 -1%
KCIC
1468
Kuhn & Co Investment Counsel
Illinois
$389K – – –
AA
1469
Alta Advisers
United Kingdom
$388K – – –
FFA
1470
Florida Financial Advisors
Florida
$388K -$5.26K -19 -1%
RF
1471
RHS Financial
California
$388K +$442K +1,597 New
VWM
1472
Venturi Wealth Management
Texas
$386K +$70.1K +253 +19%
KCM
1473
Kathmere Capital Management
Pennsylvania
$386K -$322K -1,163 -42%
Hancock Whitney
1474
Hancock Whitney
Mississippi
$386K -$71.5K -258 -14%
TIAA Trust, National Association
1475
TIAA Trust, National Association
North Carolina
$385K -$6.84M -24,699 -94%