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Name Holding Trade Value Shares
Change
Change in
Stake
FIA
876
Foundations Investment Advisors
Arizona
$351K +$23.9K +99 +7%
CGL
877
Clarius Group LLC
Washington
$349K -$130K -540 -26%
DP
878
Dearborn Partners
Illinois
$348K -$148K -612 -29%
WDA
879
Wendell David Associates
New Hampshire
$347K -$10.9K -45 -3%
CG
880
Caprock Group
Idaho
$346K +$7K +29 +2%
PA
881
Procyon Advisors
Connecticut
$344K -$3.62K -15 -1%
PFBT
882
Parkside Financial Bank & Trust
Missouri
$343K +$4.59K +19 +1%
APP
883
Avantax Planning Partners
Iowa
$343K +$5.07K +21 +1%
CI
884
Cigna Investments
Connecticut
$343K -$49.3K -204 -12%
ACM
885
Alethea Capital Management
Washington
$343K
SW
886
SkyOak Wealth
Michigan
$343K +$362K +1,500 New
NIM
887
NEOS Investment Management
Connecticut
$341K +$361K +1,493 New
FMP
888
Financial Management Professionals
Texas
$340K +$7.97K +33 +2%
BHBT
889
Burke & Herbert Bank & Trust
Virginia
$339K -$157K -649 -30%
PB
890
Pinnacle Bancorp
Nebraska
$338K -$1.21K -5 -0.3%
WT
891
Washington Trust
Rhode Island
$336K -$80.9K -335 -19%
ACA
892
Aptus Capital Advisors
Alabama
$334K +$108K +448 +44%
SFP
893
Sweet Financial Partners
Minnesota
$333K
SCM
894
SKBA Capital Management
California
$331K -$45.9K -190 -12%
SWP
895
Stratos Wealth Partners
Ohio
$331K +$62.8K +260 +22%
MOS
896
MGO One Seven
Ohio
$331K +$28.5K +118 +9%
FFM
897
Forum Financial Management
Illinois
$329K +$33.3K +138 +11%
LSPW
898
Lake Street Private Wealth
Illinois
$326K -$21K -87 -6%
CL
899
Choreo LLC
Illinois
$324K -$1.69K -7 -0.5%
SI
900
Stephens Inc
Arkansas
$323K -$27K -112 -7%