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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$352K +$93 +1 +0%
MGP
402
Metis Global Partners
California
$348K -$20.7K -224 -5%
SBH
403
Segall Bryant & Hamill
Illinois
$347K +$6.02K +65 +2%
BPA
404
Beacon Pointe Advisors
California
$346K -$58.8K -635 -14%
SW
405
SVB Wealth
Massachusetts
$345K +$2.22K +24 +0.6%
BBA
406
BLB&B Advisors
Pennsylvania
$340K -$4.17K -45 -1%
GTCM
407
Gyon Technologies Capital Management
New Jersey
$339K +$82.4K +890 +31%
PL
408
Pluribus Labs
California
$338K +$346K +3,742 New
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$332K +$340K +3,678 New
VWA
410
V Wealth Advisors
Kansas
$331K – – –
EWM
411
Evercore Wealth Management
New York
$325K – – –
FIA
412
Foundations Investment Advisors
Arizona
$319K – – –
BAMG
413
Brand Asset Management Group
Missouri
$319K +$833 +9 +0.3%
CG
414
Colony Group
Massachusetts
$319K +$1.39K +15 +0.4%
RJT
415
Raymond James Trust
Florida
$312K -$36.4K -393 -10%
PWA
416
Physician Wealth Advisors
Utah
$312K – – –
LFG
417
Larson Financial Group
Missouri
$312K +$6.94K +75 +2%
KPWS
418
Kestra Private Wealth Services
Texas
$306K – – –
AIP
419
Ameritas Investment Partners
Nebraska
$305K – – –
HAG
420
HighPoint Advisor Group
Illinois
$305K +$319K +3,445 New
ETI
421
Enterprise Trust & Investment
California
$304K – – –
IC
422
IEQ Capital
California
$304K +$9.81K +106 +3%
CIA
423
Capital Investment Advisors
Georgia
$303K -$4.44K -48 -1%
Federated Hermes
424
Federated Hermes
Pennsylvania
$303K +$80.2K +867 +35%
CBT
425
CoreFirst Bank & Trust
Kansas
$302K – – –