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Name Holding Trade Value Shares
Change
Change in
Stake
SHFG
951
S Harris Financial Group
Texas
$258K -$33K -39 -11%
AWC
952
Abundance Wealth Counselors
Pennsylvania
$258K -$8.46K -10 -3%
GKFF
953
George Kaiser Family Foundation
Oklahoma
$258K +$263K +311 New
RS
954
R Squared
Hong Kong
$257K +$262K +310 New
TCBWMS
955
Texas Capital Bank Wealth Management Services
Texas
$257K +$262K +310 New
GWM
956
Greenline Wealth Management
Florida
$256K +$26.2K +31 +11%
SSCM
957
Sovereign's Capital Management
Georgia
$256K -$5.92K -7 -2%
SC
958
Syon Capital
California
$256K +$261K +308 New
FFP
959
FourThought Financial Partners
Florida
$255K +$260K +307 New
GC
960
Grimes & Company
Massachusetts
$255K +$846 +1 +0.3%
WWC
961
Waypoint Wealth Counsel
Georgia
$254K -$249K -294 -49%
KP
962
Keel Point
Alabama
$253K +$20.3K +24 +9%
WANY
963
Wealthspire Advisors (New York)
New York
$253K
KFSC
964
Keystone Financial Services (Colorado)
Colorado
$252K -$15.2K -18 -6%
CA
965
Claro Advisors
Massachusetts
$251K -$199K -235 -44%
PDL
966
Portfolio Design Labs
California
$251K
AL
967
Aspiriant LLC
California
$251K +$255K +302 New
RWA
968
Rooted Wealth Advisors
Illinois
$250K +$20.3K +24 +9%
NC
969
nVerses Capital
Florida
$250K -$60.9K -72 -19%
LSV Asset Management
970
LSV Asset Management
Illinois
$249K
AIFAIM
971
American Institute for Advanced Investment Management
Arizona
$249K
GCM
972
Gibraltar Capital Management
Oklahoma
$248K -$8.8M -10,402 -97%
TC
973
TownSquare Capital
Utah
$247K +$16.9K +20 +7%
JC
974
JM2 Capital
Oklahoma
$247K +$252K +298 New
IP
975
Indivisible Partners
Florida
$247K +$251K +297 New