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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
1201
OneAscent Wealth Management
Alabama
$358K +$356K +1,034 New
CWA
1202
Clearview Wealth Advisors
Oregon
$357K
SWM
1203
Segment Wealth Management
Texas
$356K
PWP
1204
Private Wealth Partners
California
$355K +$353K +1,026 New
C
1205
Certuity
Florida
$353K +$41K +119 +13%
PC
1206
Prairiewood Capital
North Dakota
$351K -$95.7K -278 -22%
NB
1207
NBT Bank
New York
$351K -$3.1K -9 -0.9%
CNBTD
1208
Citizens National Bank Trust Department
Mississippi
$351K
CFP
1209
Catalyst Financial Partners
Massachusetts
$350K +$28.6K +83 +9%
PRWA
1210
Platte River Wealth Advisors
Colorado
$346K
AC
1211
AlphaCore Capital
California
$346K -$20.3K -59 -6%
APP
1212
Avantax Planning Partners
Iowa
$346K -$18.6K -54 -5%
FPCP
1213
Fort Point Capital Partners
California
$343K +$33.7K +98 +11%
SAW
1214
Signal Advisors Wealth
Michigan
$342K +$340K +987 New
AIM
1215
Acropolis Investment Management
Missouri
$342K
MWPCG
1216
Measured Wealth Private Client Group
New Hampshire
$341K -$48.5K -141 -13%
CHP
1217
Cable Hill Partners
Oregon
$340K -$14.5K -42 -4%
CCA
1218
Childress Capital Advisors
Texas
$340K -$1.03K -3 -0.3%
GFA
1219
Gallagher Fiduciary Advisors
Illinois
$339K +$96.4K +280 +40%
EA
1220
Everpar Advisors
Oklahoma
$339K
MIC
1221
Means Investment Company
Maine
$337K +$688 +2 +0.2%
TCOT
1222
Trust Company of Toledo
Ohio
$337K
ST
1223
Spinnaker Trust
Maine
$336K
KOC
1224
Koss-Olinger Consulting
Florida
$336K
SAI
1225
Savvy Advisors Inc
New York
$336K +$334K +969 New