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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1251
OneAscent Financial Services
Alabama
$243K +$35.5K +326 +16%
PWP
1252
Parkwoods Wealth Partners
New York
$243K – – –
NG
1253
Novem Group
New York
$242K +$256K +2,344 New
DIP
1254
Davis Investment Partners
North Carolina
$242K – – –
GWAM
1255
Guardian Wealth Advisors (Minnesota)
Minnesota
$242K -$763 -7 -0.3%
FF
1256
Financial Futures
New Jersey
$241K +$109 +1 +0%
RCWM
1257
Royal Capital Wealth Management
Indiana
$239K -$6.65K -61 -3%
First Manhattan
1258
First Manhattan
New York
$239K – – –
LC
1259
Legacy CG
Texas
$238K – – –
LBC
1260
Lowe Brockenbrough & Co
Virginia
$238K – – –
LAM
1261
Longboard Asset Management
Arizona
$238K +$251K +2,302 New
CA
1262
Continuum Advisory
Idaho
$238K +$14K +128 +6%
CAL
1263
Capital Advisors Ltd
Ohio
$237K +$2.29K +21 +0.9%
IHWM
1264
Iron Horse Wealth Management
Iowa
$237K +$12K +110 +5%
HW
1265
Hancock Whitney
Mississippi
$236K -$15.5K -142 -6%
SHFA
1266
Sherrill & Hutchins Financial Advisory
Georgia
$235K – – –
HCM
1267
HMS Capital Management
Tennessee
$235K -$12.2K -112 -5%
FMLI
1268
Fukoku Mutual Life Insurance
Japan
$235K – – –
MFWP
1269
Mosaic Family Wealth Partners
Missouri
$235K +$327 +3 +0.1%
WG
1270
Wealth Group
North Carolina
$233K +$1.31K +12 +0.5%
CT
1271
Chicago Trust
Illinois
$233K – – –
FBB
1272
Fulton Breakefield Broenniman
Maryland
$232K – – –
WA
1273
Wealth Architects
California
$231K -$8.51K -78 -3%
RMDI
1274
R.M. Davis Inc
Maine
$231K +$218 +2 +0.1%
LMKC
1275
L.M. Kohn & Company
Ohio
$230K – – –