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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
701
OneAscent Financial Services
Alabama
$421K +$42.9K +955 +12%
GD
702
Grandfield & Dodd
New York
$420K – – –
Kestra Private Wealth Services
703
Kestra Private Wealth Services
Texas
$420K +$401K +8,932 New
HFRG
704
Houlihan Financial Resource Group
Virginia
$419K +$361K +8,028 New
MAI Capital Management
705
MAI Capital Management
Ohio
$417K -$45 -1 -0%
Duff & Phelps Investment Management
706
Duff & Phelps Investment Management
Illinois
$417K +$13.5K +300 +4%
CCA
707
Checchi Capital Advisers
California
$416K +$39.9K +888 +11%
FA
708
FDx Advisors
Illinois
$413K -$69K -1,536 -15%
SCM
709
Stumpf Capital Management
Arizona
$412K – – –
First National Bank of Omaha
710
First National Bank of Omaha
Nebraska
$411K -$811K -18,054 -67%
DWT
711
Dorsey & Whitney Trust
South Dakota
$410K +$5.39K +120 +1%
Washington Trust
712
Washington Trust
Rhode Island
$410K +$43.3K +965 +12%
Carnegie Investment Counsel
713
Carnegie Investment Counsel
Ohio
$409K -$25.5K -567 -6%
EP
714
Elkhorn Partners
Nebraska
$405K -$8.98K -200 -2%
Smithfield Trust
715
Smithfield Trust
Pennsylvania
$404K +$314 +7 +0.1%
Avidian Wealth Enterprises
716
Avidian Wealth Enterprises
Texas
$404K +$2.65K +59 +0.7%
CC
717
Cadinha & Co
Hawaii
$402K – – –
Mission Wealth Management
718
Mission Wealth Management
California
$400K -$40K -890 -9%
Gradient Investments
719
Gradient Investments
Minnesota
$398K -$10.8M -240,026 -97%
APW
720
Aurora Private Wealth
New Jersey
$398K +$141K +3,145 +59%
EM
721
ELCO Management
New York
$394K -$1.84K -41 -0.5%
CCM
722
Canal Capital Management
Virginia
$393K +$1.35K +30 +0.4%
IFP Advisors
723
IFP Advisors
Florida
$392K +$64.1K +1,428 +21%
Buckingham Strategic Wealth
724
Buckingham Strategic Wealth
Missouri
$391K -$24.1K -536 -6%
Dynamic Advisor Solutions
725
Dynamic Advisor Solutions
Arizona
$390K -$323K -7,192 -46%