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Name Holding Trade Value Shares
Change
Change in
Stake
BIG
851
Brooklyn Investment Group
New York
$256K – – –
KP
852
Keel Point
Alabama
$254K +$70.5K +1,291 +35%
FTIS
853
First Trust Investment Solutions
Florida
$253K +$41.5K +761 +19%
EA
854
Everpar Advisors
Oklahoma
$252K -$17.9K -327 -7%
CW
855
CreativeOne Wealth
Kansas
$252K -$70.6K -1,294 -22%
GCP
856
GSA Capital Partners
United Kingdom
$251K +$253K +4,641 New
MCWA
857
Meadow Creek Wealth Advisors
Georgia
$249K -$14.8K -271 -6%
PP
858
PDS Planning
Ohio
$249K +$2.89K +53 +1%
DIA
859
Dana Investment Advisors
Wisconsin
$248K – – –
FFO
860
Fiduciary Family Office
Florida
$248K – – –
FHA
861
Flagship Harbor Advisors
Massachusetts
$246K -$113K -2,064 -31%
SB
862
Simmons Bank
Arkansas
$245K -$1.91K -35 -0.8%
AFG
863
ABLE Financial Group
Arizona
$244K – – –
FC
864
Forte Capital
New York
$242K +$12.4K +228 +5%
Los Angeles Capital Management
865
Los Angeles Capital Management
California
$241K -$18.1M -331,984 -99%
EI
866
Ellevest Inc
New York
$238K +$14.2K +261 +6%
TWP
867
Triad Wealth Partners
Kansas
$237K +$239K +4,376 New
TA
868
TrueWealth Advisors
Alabama
$235K -$8.84K -162 -4%
CI
869
Conning Inc
Connecticut
$235K +$9.23K +169 +4%
AT
870
Arden Trust
Delaware
$230K +$3.33K +61 +1%
CPA
871
Capital Planning Advisors
California
$230K – – –
NCFG
872
New Century Financial Group
New Jersey
$229K -$7.75K -142 -3%
CGL
873
Clarius Group LLC
Washington
$229K -$9.83K -180 -4%
OP
874
ORG Partners
Indiana
$228K +$220K +4,021 +1,553%
BOH
875
Bank of Hawaii
Hawaii
$227K – – –