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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
826
OneAscent Wealth Management
Alabama
$232K +$226K +772 New
CG
827
Clifford Group
Massachusetts
$230K +$224K +767 New
TA
828
Townsend & Associates
Colorado
$229K +$208K +712 New
SFG
829
StrategIQ Financial Group
Indiana
$228K – – –
Oppenheimer & Co
830
Oppenheimer & Co
New York
$225K -$877 -3 -0.4%
RWA
831
River Wealth Advisors
Pennsylvania
$224K -$7.89K -27 -3%
SB
832
Simmons Bank
Arkansas
$223K +$217K +743 New
NCM
833
New Capital Management
Texas
$222K +$217K +741 New
Boothbay Fund Management
834
Boothbay Fund Management
New York
$220K +$214K +734 New
OFS
835
OneAscent Financial Services
Alabama
$218K +$212K +727 New
Putnam Investments
836
Putnam Investments
Massachusetts
$218K -$32.4K -111 -13%
SteelPeak Wealth
837
SteelPeak Wealth
California
$216K +$210K +720 New
WCAMG
838
Woodard & Company Asset Management Group
North Carolina
$216K +$210K +720 New
KP
839
Keel Point
Alabama
$215K +$210K +717 New
MSR
840
Main Street Research
Connecticut
$213K +$207K +710 New
DOA
841
D'Orazio & Associates
Virginia
$212K +$206K +706 New
KWM
842
Kolinsky Wealth Management
New Jersey
$211K +$206K +704 New
IFWM
843
Institute for Wealth Management
Colorado
$211K +$205K +703 New
HI
844
Hendershot Investments
Virginia
$210K -$29.2K -100 -13%
CWG
845
Cornerstone Wealth Group
North Carolina
$209K +$203K +696 New
Personal Capital Advisors
846
Personal Capital Advisors
California
$206K +$201K +687 New
CCA
847
Cobblestone Capital Advisors
New York
$206K +$200K +685 New
NC
848
NovaPoint Capital
Georgia
$206K +$200K +685 New
CFG
849
Carr Financial Group
Massachusetts
$203K +$198K +676 New
FSA
850
Fort Sheridan Advisors
Illinois
$203K +$197K +675 New