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Name Holding Trade Value Shares
Change
Change in
Stake
AIA
876
Alera Investment Advisors
Illinois
$281K +$664 +1 +0.2%
TCMP
877
Thrive Capital Management (Pennsylvania)
Pennsylvania
$281K +$87K +131 +38%
ATIA
878
American Trust Investment Advisors
New Hampshire
$280K – – –
OFS
879
OneAscent Financial Services
Alabama
$279K +$12.6K +19 +4%
WWM
880
Western Wealth Management
Colorado
$278K +$69.1K +104 +28%
LF
881
LifeSteps Financial
California
$278K – – –
C
882
CEDRUS
Colorado
$277K -$64.4K -97 -17%
ACM
883
Advisors Capital Management
New Jersey
$276K +$106K +159 +51%
M
884
MOTCO
Texas
$274K +$268K +403 +640%
GWM
885
Greenwich Wealth Management
Connecticut
$273K -$1.99K -3 -0.6%
MW
886
Marcum Wealth
Ohio
$273K +$2.66K +4 +0.9%
KOCAA
887
Knights of Columbus Asset Advisors
Connecticut
$271K -$234K -352 -43%
WGAM
888
Wilkinson Global Asset Management
New York
$271K – – –
RFA
889
Resurgent Financial Advisors
Georgia
$270K -$360K -542 -54%
AAS
890
Ameritas Advisory Services
Nebraska
$270K +$306K +461 New
MC
891
Moors & Cabot
Massachusetts
$266K +$49.1K +74 +20%
BBW
892
Blue Barn Wealth
Utah
$265K +$74.4K +112 +33%
LCWP
893
Legacy Capital Wealth Partners
Arkansas
$264K +$298K +449 New
UB
894
UMB Bank
Missouri
$263K +$5.31K +8 +2%
JFG
895
Jefferies Financial Group
New York
$262K – – –
PNC
896
Park National Corp
Ohio
$261K – – –
Capstone Investment Advisors
897
Capstone Investment Advisors
New York
$260K +$294K +442 New
SC
898
Savant Capital
Illinois
$260K -$1.33K -2 -0.5%
HIC
899
Holderness Investments Company
North Carolina
$259K +$23.2K +35 +9%
BJL
900
Brighton Jones LLC
Washington
$257K +$33.2K +50 +13%