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Name Holding Trade Value Shares
Change
Change in
Stake
AF
851
Advisornet Financial
Minnesota
$278K +$719 +8 +0.3%
ABLA
852
Alan B. Lancz & Associates
Ohio
$278K -$37.6K -418 -12%
ONB
853
Old National Bancorp
Indiana
$278K -$20.8K -232 -7%
CA
854
Corecam AG
$277K +$273K +3,041 New
DCM
855
DGS Capital Management
New Jersey
$276K +$56.1K +624 +26%
EFMC
856
Empire Financial Management Company
New York
$275K – – –
FBB
857
Fulton Breakefield Broenniman
Maryland
$274K -$4.49K -50 -2%
PFM
858
Patton Fund Management
Texas
$273K +$22.7K +253 +9%
CWS
859
Cypress Wealth Services
California
$270K -$73.1K -814 -22%
Los Angeles Capital Management
860
Los Angeles Capital Management
California
$269K -$43.9M -488,380 -99%
NI
861
Natural Investments
California
$265K -$13.2K -147 -5%
EA
862
Everpar Advisors
Oklahoma
$263K +$260K +2,889 New
APM
863
a16z Perennial Management
California
$263K – – –
LMFP
864
Larry Mathis Financial Planning
Arizona
$260K -$4.67K -52 -2%
KWM
865
Keebeck Wealth Management
Illinois
$260K +$23.8K +265 +10%
UCB
866
United Community Bank
South Carolina
$259K -$42.9K -478 -14%
RFA
867
Reyes Financial Architecture
California
$257K +$151K +1,678 +147%
KFSC
868
Keystone Financial Services (Colorado)
Colorado
$257K -$514K -5,725 -67%
VDI
869
Vaughan David Investments
Illinois
$256K – – –
FHC
870
First Horizon Corporation
Tennessee
$256K +$1.44K +16 +0.6%
SFG
871
Synergy Financial Group
California
$255K -$50.1K -558 -17%
PFP
872
Paragon Financial Partners
California
$255K -$4.58K -51 -2%
BCM
873
Brookstone Capital Management
Illinois
$254K +$251K +2,793 New
TCIIS
874
TIAA-CREF Individual & Institutional Services
New York
$253K +$250K +2,783 New
LFIA
875
Legacy Financial Independent Advisors
Kentucky
$253K +$249K +2,777 New