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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
901
Savvy Advisors Inc
New York
$303K -$32.9K -102 -10%
IRP
902
Investment Research Partners
Pennsylvania
$302K +$294K +910 New
TAM
903
Todd Asset Management
Kentucky
$301K – – –
JAG
904
Journey Advisory Group
Kentucky
$301K +$292K +906 New
OMIC
905
Old Mission Investment Co
Michigan
$300K – – –
SLI
906
Sumitomo Life Insurance
Japan
$300K -$7.1K -22 -2%
CC
907
Carlson Capital
Texas
$299K -$64.5K -200 -18%
WIA
908
Westbourne Investment Advisors
Maryland
$299K – – –
Federated Hermes
909
Federated Hermes
Pennsylvania
$296K +$119K +368 +70%
CTC
910
Central Trust Company
Missouri
$296K -$55.2K -171 -16%
LWA
911
LifeGoal Wealth Advisors
New York
$295K +$287K +890 New
AP
912
Arlington Partners
Alabama
$294K +$50.6K +157 +22%
FCH
913
Freestone Capital Holdings
Washington
$290K -$104K -321 -27%
WS
914
Wedbush Securities
California
$290K -$131K -406 -32%
CIA
915
Choate Investment Advisors
Massachusetts
$290K -$40.6K -126 -13%
FSAG
916
Financial Solutions Advisory Group
Illinois
$289K – – –
CBTWT
917
Community Bank & Trust (Waco, Texas)
Texas
$287K +$7.42K +23 +3%
DE
918
Defiance ETFs
New York
$287K +$46.5K +144 +21%
AF
919
Advisornet Financial
Minnesota
$286K +$217K +672 +356%
KBFS
920
Kohmann Bosshard Financial Services
Ohio
$285K – – –
AA
921
Auxano Advisors
Washington
$285K +$16.5K +51 +6%
APG
922
Abacus Planning Group
South Carolina
$284K +$3.55K +11 +1%
NFW
923
Noble Family Wealth
Florida
$284K -$21K -65 -7%
AA
924
Alta Advisers
United Kingdom
$282K – – –
GWMR
925
GC Wealth Management RIA
Massachusetts
$282K -$4.84K -15 -2%