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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
901
Journey Advisory Group
Kentucky
$301K +$292K +906 New
OMIC
902
Old Mission Investment Co
Michigan
$300K +$292K +905 New
SLI
903
Sumitomo Life Insurance
Japan
$300K -$7.1K -22 -2%
CC
904
Carlson Capital
Texas
$299K -$64.5K -200 -18%
WIA
905
Westbourne Investment Advisors
Maryland
$299K
Federated Hermes
906
Federated Hermes
Pennsylvania
$296K +$119K +368 +70%
CTC
907
Central Trust Company
Missouri
$296K -$55.2K -171 -16%
LWA
908
LifeGoal Wealth Advisors
New York
$295K +$287K +890 New
AP
909
Arlington Partners
Alabama
$294K +$50.6K +157 +22%
FCH
910
Freestone Capital Holdings
Washington
$290K -$104K -321 -27%
WS
911
Wedbush Securities
California
$290K -$131K -406 -32%
CIA
912
Choate Investment Advisors
Massachusetts
$290K -$40.6K -126 -13%
FSAG
913
Financial Solutions Advisory Group
Illinois
$289K
CBTWT
914
Community Bank & Trust (Waco, Texas)
Texas
$287K +$7.42K +23 +3%
DE
915
Defiance ETFs
New York
$287K +$46.5K +144 +21%
AF
916
Advisornet Financial
Minnesota
$286K +$217K +672 +356%
KBFS
917
Kohmann Bosshard Financial Services
Ohio
$285K
AA
918
Auxano Advisors
Washington
$285K +$16.5K +51 +6%
APG
919
Abacus Planning Group
South Carolina
$284K +$3.55K +11 +1%
NFW
920
Noble Family Wealth
Florida
$284K -$21K -65 -7%
AA
921
Alta Advisers
United Kingdom
$282K
GWMR
922
GC Wealth Management RIA
Massachusetts
$282K -$4.84K -15 -2%
RFW
923
Redwood Family Wealth
Texas
$281K -$968 -3 -0.4%
PWPS
924
Pinnacle Wealth Planning Services
Ohio
$281K -$5.48K -17 -2%
Los Angeles Capital Management
925
Los Angeles Capital Management
California
$281K -$33.2K -103 -11%