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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1176
Ironwood Financial
Arizona
$297K – – –
CIA
1177
Caerus Investment Advisors
Texas
$294K +$305K +1,103 New
BAM
1178
Brave Asset Management
New Jersey
$292K – – –
RDWM
1179
Red Door Wealth Management
Tennessee
$291K – – –
VCM
1180
Virtue Capital Management
Tennessee
$290K +$41.5K +150 +15%
JFA
1181
JNBA Financial Advisors
Minnesota
$288K -$39K -141 -12%
CIA
1182
Citadel Investment Advisory
Ohio
$288K -$830 -3 -0.3%
KP
1183
Keel Point
Alabama
$288K -$24.9K -90 -8%
MWM
1184
Maripau Wealth Management
Indiana
$287K +$11.3K +41 +4%
GPA
1185
Guerra Pan Advisors
New Jersey
$286K -$87.4K -316 -23%
Vanguard National Trust
1186
Vanguard National Trust
Pennsylvania
$286K +$296K +1,071 New
BHWM
1187
Bar Harbor Wealth Management
New Hampshire
$284K -$318K -1,150 -52%
CPG
1188
Cornerstone Planning Group
New Jersey
$284K +$8.58K +31 +3%
SWP
1189
Strategic Wealth Partners
Ohio
$283K +$21K +76 +8%
PI
1190
Pettee Investors
Connecticut
$282K – – –
NG
1191
Northstar Group
New York
$280K – – –
AA
1192
Alta Advisers
United Kingdom
$278K – – –
MBT
1193
Montecito Bank & Trust
California
$277K -$62.3K -225 -18%
OWM
1194
OneAscent Wealth Management
Alabama
$277K -$3.04K -11 -1%
TIM
1195
Tevis Investment Management
Texas
$276K +$286K +1,033 New
CFA
1196
Cahill Financial Advisors
Minnesota
$275K +$277 +1 +0.1%
WAM
1197
Weatherly Asset Management
California
$270K -$15.5K -56 -5%
RCG
1198
Regatta Capital Group
California
$268K – – –
FNWM
1199
Financial Network Wealth Management
Utah
$268K +$279K +1,007 New
CAMG
1200
CWA Asset Management Group
Florida
$268K -$31.3K -113 -10%