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Name Holding Trade Value Shares
Change
Change in
Stake
HFP
1251
Holistic Financial Partners
Indiana
$282K -$114K -649 -32%
JGUA
1252
John G. Ullman & Associates
New York
$282K -$2.73M -15,500 -92%
MMPW
1253
Mitchell McLeod Pugh & Williams
Alabama
$281K +$4.4K +25 +2%
WPP
1254
Whalerock Point Partners
Rhode Island
$281K +$8.27K +47 +3%
DWM
1255
Drive Wealth Management
Utah
$281K +$17.6K +100 +8%
FWA
1256
FSM Wealth Advisors
Ohio
$280K +$18.8K +107 +8%
DWA
1257
Douglass Winthrop Advisors
New York
$279K
M
1258
MOTCO
Texas
$278K -$14.8K -84 -6%
AIM
1259
Athena Investment Management
California
$275K
VP
1260
Verum Partners
North Carolina
$275K +$240K +1,366 New
XF
1261
XML Financial
Maryland
$273K -$4.92K -28 -2%
HWM
1262
Hohimer Wealth Management
Washington
$273K
PA
1263
Probity Advisors
Texas
$272K +$238K +1,354 New
SPP
1264
Single Point Partners
Massachusetts
$272K +$238K +1,355 New
DCM
1265
Driehaus Capital Management
Illinois
$271K +$237K +1,349 New
WFC
1266
Western Financial Corp
California
$271K -$6.33K -36 -3%
WPW
1267
Waldron Private Wealth
Pennsylvania
$269K +$23.4K +133 +11%
SF
1268
Symphony Financial
Texas
$269K +$17.1K +97 +8%
BAAM
1269
Baker Avenue Asset Management
California
$269K -$151K -856 -39%
GFP
1270
Gryphon Financial Partners
Ohio
$268K -$15.1K -86 -6%
SSWM
1271
Strait & Sound Wealth Management
California
$268K -$116K -659 -33%
CIAS
1272
Capital Investment Advisory Services
North Carolina
$267K +$8.79K +50 +4%
PFBT
1273
Parkside Financial Bank & Trust
Missouri
$267K +$13.7K +78 +6%
PFGIA
1274
Patriot Financial Group Insurance Agency
Massachusetts
$266K -$20.1K -114 -8%
WA
1275
Waverly Advisors
Alabama
$265K -$75.8K -431 -25%