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Name Holding Trade Value Shares
Change
Change in
Stake
VF
901
Vest Financial
Virginia
$319K +$83.9K +232 +35%
APG
902
Abacus Planning Group
South Carolina
$318K -$4.34K -12 -1%
TCWA
903
Turtle Creek Wealth Advisors
Texas
$318K +$322K +891 New
RPGK
904
Retirement Planning Group (Kansas)
Kansas
$317K +$362 +1 +0.1%
SLI
905
Sumitomo Life Insurance
Japan
$316K -$9.41K -26 -3%
TPI
906
Trust Point Inc
Wisconsin
$316K +$107K +297 +51%
FA
907
FDx Advisors
Illinois
$311K -$22.8K -63 -6%
GA
908
Greenspring Advisors
Maryland
$310K +$315K +870 New
TWM
909
Tanager Wealth Management
United Kingdom
$309K -$2.17K -6 -0.7%
IAN
910
Integrated Advisors Network
Texas
$308K -$9.77K -27 -3%
CI Investments Inc
911
CI Investments Inc
Ontario, Canada
$307K -$78.1K -216 -20%
WPA
912
West Paces Advisors
Georgia
$306K -$36.2K -100 -10%
KBFS
913
Kohmann Bosshard Financial Services
Ohio
$306K
II
914
Impact Investors
California
$305K -$313K -864 -50%
SAI
915
Savvy Advisors Inc
New York
$304K +$64.4K +178 +26%
BWS
916
Broadway Wealth Solutions
Texas
$301K +$20.6K +57 +7%
EI
917
Ellevest Inc
New York
$299K -$49.9K -138 -14%
CNBOF
918
City National Bank of Florida
Florida
$298K -$48.8K -135 -14%
CIS
919
Custom Index Systems
New York
$295K
TA
920
Tectonic Advisors
Texas
$289K -$815K -2,253 -74%
EB
921
Exchange Bank
California
$287K
KF
922
Krilogy Financial
Missouri
$286K +$303K +838 New
HWA
923
Heritage Wealth Advisors
Virginia
$286K -$2.89K -8 -1%
HNB
924
Hilltop National Bank
Wyoming
$286K +$55.7K +154 +24%
Acadian Asset Management
925
Acadian Asset Management
Massachusetts
$286K -$361K -997 -55%