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Name Holding Trade Value Shares
Change
Change in
Stake
TDB
1301
Thompson David Blair
$262K +$248K +940 New
HHRDM
1302
H&H Retirement Design & Management
Nevada
$261K -$25K -95 -9%
TBT
1303
Texas Bank & Trust
Texas
$261K
IA
1304
IAM Advisory
Pennsylvania
$261K +$11.1K +42 +5%
SCM
1305
Sterling Capital Management
North Carolina
$261K -$247K -938 -50%
LF
1306
Lantz Financial
Illinois
$260K +$42.7K +162 +21%
SFC
1307
SYM Financial Corp
Indiana
$260K -$146K -555 -37%
EFM
1308
E Fund Management
China
$259K -$6.32K -24 -3%
CAM
1309
Cidel Asset Management
Ontario, Canada
$258K +$22.6K +86 +10%
RCM
1310
Radnor Capital Management
Pennsylvania
$258K
CCM
1311
Cullen Capital Management
New York
$257K -$11.3K -43 -4%
PL
1312
Plancorp LLC
Missouri
$257K -$393K -1,491 -61%
HIC
1313
Harvey Investment Company
Kentucky
$256K
RDFA
1314
Ritter Daniher Financial Advisory
Ohio
$256K -$20.5K -78 -8%
VA
1315
Valmark Advisers
Ohio
$256K +$1.84K +7 +0.8%
1WA
1316
180 Wealth Advisors
Washington
$254K +$3.95K +15 +2%
HP
1317
Hikari Power
Japan
$254K
OFO
1318
OneAscent Family Office
Alabama
$253K +$39.2K +149 +20%
EBA
1319
Eagle Bay Advisors
New York
$252K +$38.2K +145 +19%
SAW
1320
Signal Advisors Wealth
Michigan
$251K +$17.1K +65 +8%
CFG
1321
Carr Financial Group
Massachusetts
$251K +$263 +1 +0.1%
AT
1322
Avalon Trust
New Mexico
$251K
OIS
1323
OneAscent Investment Solutions
Alabama
$250K +$237K +898 New
RCG
1324
Regatta Capital Group
California
$250K -$7.64K -29 -3%
WFAG
1325
Wescott Financial Advisory Group
Pennsylvania
$249K -$7.37K -28 -3%