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Name Holding Trade Value Shares
Change
Change in
Stake
FNBOH
901
First National Bank of Hutchinson
Kansas
$319K +$24.2K +67 +8%
OWP
902
ORG Wealth Partners
Texas
$319K -$53.2K -147 -14%
Vest Financial
903
Vest Financial
Virginia
$319K +$83.9K +232 +35%
APG
904
Abacus Planning Group
South Carolina
$318K -$4.34K -12 -1%
TCWA
905
Turtle Creek Wealth Advisors
Texas
$318K +$322K +891 New
RPGK
906
Retirement Planning Group (Kansas)
Kansas
$317K +$362 +1 +0.1%
Sumitomo Life Insurance
907
Sumitomo Life Insurance
Japan
$316K -$9.41K -26 -3%
TPI
908
Trust Point Inc
Wisconsin
$316K +$107K +297 +51%
FA
909
FDx Advisors
Illinois
$311K -$22.8K -63 -6%
GA
910
Greenspring Advisors
Maryland
$310K +$315K +870 New
TWM
911
Tanager Wealth Management
United Kingdom
$309K -$2.17K -6 -0.7%
IAN
912
Integrated Advisors Network
Texas
$308K -$9.77K -27 -3%
CI Investments Inc
913
CI Investments Inc
Ontario, Canada
$307K -$78.1K -216 -20%
WPA
914
West Paces Advisors
Georgia
$306K -$36.2K -100 -10%
KBFS
915
Kohmann Bosshard Financial Services
Ohio
$306K – – –
II
916
Impact Investors
California
$305K -$313K -864 -50%
Savvy Advisors Inc
917
Savvy Advisors Inc
New York
$304K +$64.4K +178 +26%
BWS
918
Broadway Wealth Solutions
Texas
$301K +$20.6K +57 +7%
EI
919
Ellevest Inc
New York
$299K -$49.9K -138 -14%
CNBOF
920
City National Bank of Florida
Florida
$298K -$48.8K -135 -14%
CIS
921
Custom Index Systems
New York
$295K – – –
TA
922
Tectonic Advisors
Texas
$289K -$815K -2,253 -74%
EB
923
Exchange Bank
California
$287K – – –
Krilogy Financial
924
Krilogy Financial
Missouri
$286K +$303K +838 New
Heritage Wealth Advisors
925
Heritage Wealth Advisors
Virginia
$286K -$2.89K -8 -1%