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Name Holding Trade Value Shares
Change
Change in
Stake
FTIS
851
First Trust Investment Solutions
Florida
$253K +$41.5K +761 +19%
EA
852
Everpar Advisors
Oklahoma
$252K -$17.9K -327 -7%
CW
853
CreativeOne Wealth
Kansas
$252K -$70.6K -1,294 -22%
GCP
854
GSA Capital Partners
United Kingdom
$251K +$253K +4,641 New
MCWA
855
Meadow Creek Wealth Advisors
Georgia
$249K -$14.8K -271 -6%
PP
856
PDS Planning
Ohio
$249K +$2.89K +53 +1%
DIA
857
Dana Investment Advisors
Wisconsin
$248K
FFO
858
Fiduciary Family Office
Florida
$248K
FHA
859
Flagship Harbor Advisors
Massachusetts
$246K -$113K -2,064 -31%
SB
860
Simmons Bank
Arkansas
$245K -$1.91K -35 -0.8%
AFG
861
ABLE Financial Group
Arizona
$244K
FC
862
Forte Capital
New York
$242K +$12.4K +228 +5%
Los Angeles Capital Management
863
Los Angeles Capital Management
California
$241K -$18.1M -331,984 -99%
EI
864
Ellevest Inc
New York
$238K +$14.2K +261 +6%
TWP
865
Triad Wealth Partners
Kansas
$237K +$239K +4,376 New
TA
866
TrueWealth Advisors
Alabama
$235K -$8.84K -162 -4%
CI
867
Conning Inc
Connecticut
$235K +$9.23K +169 +4%
AT
868
Arden Trust
Delaware
$230K +$3.33K +61 +1%
CPA
869
Capital Planning Advisors
California
$230K
NCFG
870
New Century Financial Group
New Jersey
$229K -$7.75K -142 -3%
CGL
871
Clarius Group LLC
Washington
$229K -$9.83K -180 -4%
OP
872
ORG Partners
Indiana
$228K +$220K +4,021 +1,553%
BOH
873
Bank of Hawaii
Hawaii
$227K
OFG
874
Oxford Financial Group
Indiana
$227K +$229K +4,187 New
AWA
875
Aaron Wealth Advisors
Illinois
$226K +$228K +4,172 New