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Name Holding Trade Value Shares
Change
Change in
Stake
HC
901
Hendley & Co
Ohio
$214K -$8.49K -160 -4%
MGIA
902
Moneta Group Investment Advisors
Missouri
$213K -$22.7K -427 -10%
PIM
903
Provident Investment Management
Michigan
$213K -$19.9K -375 -9%
MA
904
Montag & Associates
Georgia
$212K
PWS
905
Peloton Wealth Strategists
Indiana
$212K +$212K +4,000 New
MCWS
906
McKinley Carter Wealth Services
West Virginia
$210K -$27.3K -515 -11%
BCM
907
BTC Capital Management
Iowa
$209K -$4.25K -80 -2%
RA
908
Rational Advisors
New York
$207K +$200K +3,773 +2,880%
EH
909
Equitable Holdings
New York
$207K +$208K +3,910 New
GDP
910
Great Diamond Partners
Maine
$207K +$208K +3,914 New
MA
911
Mutual Advisors
Nebraska
$206K -$58.2K -1,096 -22%
CFB
912
Cullen/Frost Bankers
Texas
$205K -$14.8K -279 -7%
CCM
913
Coldstream Capital Management
Washington
$205K -$12.8K -241 -6%
ACI
914
Alpha Cubed Investments
California
$204K
BAM
915
Belpointe Asset Management
Nevada
$204K +$47.4K +893 +30%
FC
916
Fayerweather Charles
$201K +$202K +3,800 New
JCM
917
Jag Capital Management
Missouri
$201K +$202K +3,800 New
APW
918
Acima Private Wealth
Virginia
$192K
IRC
919
Investors Research Corp
Georgia
$188K
JFGIW
920
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K -$25.5K -480 -12%
AIM
921
AIA Investment Management
Singapore
$183K +$12K +227 +7%
IA
922
IFP Advisors
Florida
$179K -$131K -2,465 -42%
MPWT
923
MassMutual Private Wealth & Trust
Connecticut
$172K +$15K +282 +9%
EWP
924
Engrave Wealth Partners
Texas
$167K +$168K +3,161 New
LFG
925
LifePlan Financial Group
Ohio
$159K +$849 +16 +0.5%