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Name Holding Trade Value Shares
Change
Change in
Stake
IB
751
Intrust Bank
Kansas
$799K +$135K +524 +21%
MMG
752
Monetary Management Group
Missouri
$797K
RDWM
753
Red Door Wealth Management
Tennessee
$796K +$26.5K +103 +4%
DSC
754
Duncker Streett & Co
Missouri
$795K +$33.5K +130 +5%
AF
755
Allworth Financial
California
$789K +$100K +390 +15%
VVP
756
Venture Visionary Partners
Ohio
$786K +$24.2K +94 +3%
TFA
757
Transamerica Financial Advisors
Florida
$779K +$761K +2,952 +98,400%
IFG
758
Independent Financial Group
California
$778K +$527K +2,044 +225%
IIC
759
Ironwood Investment Counsel
Arizona
$774K -$12.4K -48 -2%
SWA
760
Sutton Wealth Advisors
Florida
$770K +$1.55K +6 +0.2%
PCMI
761
Paradigm Capital Management Inc
New York
$764K
FCI
762
Financial Counselors Inc
Kansas
$753K -$10.8K -42 -1%
OPS
763
Orion Portfolio Solutions
Nebraska
$753K +$10.3K +40 +1%
TAM
764
Trillium Asset Management
Massachusetts
$752K -$2.58K -10 -0.3%
HTI
765
Hikari Tsushin Inc
Japan
$751K +$734K +2,849 New
FWTB
766
First Western Trust Bank
Colorado
$750K -$258 -1 -0%
GFS
767
GYL Financial Synergies
Connecticut
$748K -$12.9K -50 -2%
HAG
768
HighPoint Advisor Group
Illinois
$748K +$711K +2,758 New
LOAMS
769
Lombard Odier Asset Management (Switzerland)
Switzerland
$747K +$731K +2,836 New
EWA
770
EP Wealth Advisors
California
$743K -$38.1K -148 -5%
SAI
771
Systematic Alpha Investments
New Jersey
$743K
TBA
772
Tower Bridge Advisors
Pennsylvania
$729K -$464K -1,800 -39%
SWM
773
Spire Wealth Management
Virginia
$727K -$71.1K -276 -9%
MFG
774
MidWestOne Financial Group
Iowa
$721K -$89.2K -346 -11%
PCA
775
Pallas Capital Advisors
Massachusetts
$720K -$184K -714 -21%