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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1026
OneAscent Financial Services
Alabama
$351K +$436K +6,806 New
AC
1027
Abbrea Capital
California
$350K – – –
Evercore Wealth Management
1028
Evercore Wealth Management
New York
$349K -$59.6K -931 -12%
AWA
1029
Acorn Wealth Advisors
Michigan
$349K +$61.3K +957 +16%
CBT
1030
CoreFirst Bank & Trust
Kansas
$348K +$7.43K +116 +2%
FAM
1031
Formidable Asset Management
Ohio
$345K +$30.7K +479 +8%
FIM
1032
Fernwood Investment Management
Massachusetts
$343K -$6.4K -100 -1%
Dakota Wealth Management
1033
Dakota Wealth Management
Florida
$343K +$425K +6,629 New
Algert Global
1034
Algert Global
California
$343K +$426K +6,647 New
RFG Advisory
1035
RFG Advisory
Alabama
$342K -$75.9K -1,185 -15%
NIMI
1036
Natixis Investment Managers International
France
$340K -$1.13M -17,681 -73%
CPA
1037
Court Place Advisors
Maryland
$340K -$128 -2 -0%
WDL
1038
Well Done LLC
Michigan
$339K – – –
MFC
1039
Mechanics Financial Corp
Ohio
$338K +$64K +1,000 +18%
SA
1040
Strategic Advisors
New York
$338K +$156K +2,440 +59%
DBIA
1041
Dumont & Blake Investment Advisors
New Jersey
$338K +$419K +6,540 New
Level Four Advisory Services
1042
Level Four Advisory Services
Texas
$337K -$155K -2,418 -27%
Benjamin Edwards Inc
1043
Benjamin Edwards Inc
Missouri
$335K +$53.1K +829 +15%
RWA
1044
Ropes Wealth Advisors
Massachusetts
$332K -$29.5K -461 -7%
Global Retirement Partners
1045
Global Retirement Partners
California
$331K -$6.34K -99 -2%
HVM
1046
Harvest Volatility Management
Connecticut
$330K +$33K +515 +9%
LMKC
1047
L.M. Kohn & Company
Ohio
$329K +$28.2K +441 +7%
VCP
1048
Verus Capital Partners
Arizona
$327K -$82.4K -1,287 -17%
ZWJ Investment Counsel
1049
ZWJ Investment Counsel
Georgia
$327K +$137K +2,136 +51%
MMG
1050
Monetary Management Group
Missouri
$326K – – –