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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
976
Court Place Advisors
Maryland
$347K
BCMLT
977
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K +$2.86K +10 +0.8%
CM
978
Castleark Management
Illinois
$343K
BW
979
Bison Wealth
Georgia
$342K
FCP
980
Fidelis Capital Partners
Florida
$340K +$10.9K +38 +3%
AFG
981
Atomi Financial Group
New York
$340K +$8.29K +29 +2%
RIA
982
Regal Investment Advisors
Michigan
$339K +$3.43K +12 +1%
BMCM
983
Burns Matteson Capital Management
New York
$339K -$73.2K -256 -17%
PPWP
984
Premier Path Wealth Partners
New Jersey
$339K +$350K +1,225 New
KFA
985
Kapstone Financial Advisors
Ohio
$338K
SAM
986
Silvercrest Asset Management
New York
$338K
EGA
987
E&G Advisors
Texas
$337K
PBO
988
Peoples Bank (Ohio)
Ohio
$336K +$347K +1,213 New
OIS
989
Okabena Investment Services
Minnesota
$332K +$343K +1,200 New
FFM
990
Forum Financial Management
Illinois
$332K +$12K +42 +4%
SAM
991
Smartleaf Asset Management
Massachusetts
$330K +$94.3K +330 +39%
BGAI
992
Bruce G. Allen Investments
Colorado
$330K -$24K -84 -7%
AIA
993
Alera Investment Advisors
Illinois
$329K -$138K -484 -29%
CFG
994
Carr Financial Group
Massachusetts
$328K +$1.72K +6 +0.5%
SWM
995
Sterling Wealth Management
Illinois
$328K -$2K -7 -0.6%
CGL
996
Clarius Group LLC
Washington
$327K -$18.6K -65 -5%
LSA
997
Lion Street Advisors
Texas
$326K -$8.29K -29 -2%
FAFN
998
First Affirmative Financial Network
Colorado
$326K -$2.57K -9 -0.8%
FPAS
999
Focus Partners Advisor Solutions
Missouri
$325K -$7.72K -27 -2%
FPGT
1000
Financial Partners Group (Tennessee)
Tennessee
$325K +$22.9K +80 +7%