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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1076
Financial Council
Maryland
$270K – – –
AWM
1077
Aprio Wealth Management
Georgia
$270K -$965 -5 -0.4%
OBWG
1078
Onyx Bridge Wealth Group
New York
$268K +$251K +1,300 New
DAS
1079
Dynamic Advisor Solutions
Arizona
$267K -$25.7K -133 -9%
CBT
1080
Central Bank & Trust
Kentucky
$267K – – –
PI
1081
PFG Investments
New York
$263K +$247K +1,279 New
OC
1082
Oarsman Capital
Wisconsin
$262K -$40.1K -208 -14%
WFI
1083
West Family Investments
California
$262K +$3.09K +16 +1%
MCM
1084
Monument Capital Management
Virginia
$260K – – –
FMI
1085
F/M Investments
District of Columbia
$258K +$246K +1,273 New
DMBA
1086
Deseret Mutual Benefit Administrators
Utah
$256K -$8.68K -45 -3%
AIM
1087
Aigen Investment Management
New York
$255K -$413K -2,140 -63%
AA
1088
Alesco Advisors
New York
$255K – – –
CT
1089
ClearAlpha Technologies
Connecticut
$254K +$239K +1,236 New
BB
1090
Busey Bank
Illinois
$254K +$5.4K +28 +2%
CA
1091
Claro Advisors
Massachusetts
$251K +$235K +1,220 New
VCM
1092
Virtue Capital Management
Tennessee
$250K -$69.3K -359 -23%
CIA
1093
Choate Investment Advisors
Massachusetts
$250K -$43.2K -224 -16%
HIA
1094
Harbor Investment Advisory
Maryland
$250K -$19.3K -100 -8%
EWM
1095
Empirical Wealth Management
Washington
$249K +$7.72K +40 +3%
PWMAG
1096
Pinnacle Wealth Management Advisory Group
New Jersey
$249K – – –
BCMIO
1097
Beacon Capital Management Inc (Ohio)
Ohio
$247K – – –
MWM
1098
Mattern Wealth Management
Kansas
$247K – – –
HIIFS
1099
Harel Insurance Investments & Financial Services
Israel
$245K -$133K -687 -37%
EW
1100
Elyxium Wealth
California
$244K +$228K +1,184 New