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Name Holding Trade Value Shares
Change
Change in
Stake
CWG
901
Cornerstone Wealth Group
North Carolina
$271K +$6.74K +67 +3%
AFP
902
Ausdal Financial Partners
Iowa
$271K -$56.9K -566 -19%
BMCM
903
Bryn Mawr Capital Management
Pennsylvania
$271K -$191K -1,896 -44%
TF
904
Tompkins Financial
New York
$270K
BA
905
Ballew Advisors
Mississippi
$269K +$6.84K +68 +3%
PWG
906
Portside Wealth Group
Utah
$268K +$240K +2,381 New
PHS
907
Pekin Hardy Strauss
Illinois
$267K
ZIM
908
Zacks Investment Management
Illinois
$267K -$46.4K -461 -16%
SOW
909
State of Wyoming
Wyoming
$267K -$230K -2,284 -49%
WA
910
Wealth Architects
California
$265K -$1.51K -15 -0.6%
PFBT
911
Parkside Financial Bank & Trust
Missouri
$264K -$42K -417 -15%
CWM
912
Challenger Wealth Management
California
$264K -$7.75K -77 -3%
OPW
913
Oxler Private Wealth
New York
$264K +$1.51K +15 +0.6%
ICP
914
Impact Capital Partners
Colorado
$262K +$2.82K +28 +1%
Aristotle Capital Management
915
Aristotle Capital Management
California
$262K +$4.93K +49 +2%
BHC
916
Bull Harbor Capital
Maryland
$261K +$234K +2,327 New
JFG
917
Juno Financial Group
Virginia
$261K +$1.41K +14 +0.6%
BTI
918
Blue Trust Inc
Georgia
$261K -$63.1K -627 -21%
William Blair Investment Management
919
William Blair Investment Management
Illinois
$260K +$5.83K +58 +3%
QWP
920
Quotient Wealth Partners
Texas
$259K +$14.3K +142 +7%
MWP
921
Meriwether Wealth & Planning
Louisiana
$259K -$9.26K -92 -4%
SFS
922
Summit Financial Strategies
Ohio
$256K
1SB
923
1ST Source Bank
Indiana
$255K
MGIA
924
Moneta Group Investment Advisors
Missouri
$255K -$13K -129 -5%
OWP
925
ORG Wealth Partners
Texas
$253K +$7.44K +74 +3%