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Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
926
Moneta Group Investment Advisors
Missouri
$255K -$13K -129 -5%
OWP
927
ORG Wealth Partners
Texas
$253K +$7.44K +74 +3%
CAI
928
Capital Advisors Inc
Oklahoma
$253K -$905 -9 -0.4%
HCWM
929
Hidden Cove Wealth Management
Washington
$252K +$226K +2,247 New
Kovitz Investment Group Partners
930
Kovitz Investment Group Partners
Illinois
$252K -$1.21K -12 -0.5%
MWM
931
Mascagni Wealth Management
Mississippi
$252K +$226K +2,244 New
EWA
932
Exencial Wealth Advisors
Oklahoma
$251K +$3.82K +38 +2%
OWA
933
One Wealth Advisors
California
$251K +$224K +2,231 New
SWM
934
Spire Wealth Management
Virginia
$250K -$503 -5 -0.2%
EFG
935
Everhart Financial Group
Ohio
$249K +$223K +2,215 New
FZCM
936
Flynn Zito Capital Management
New York
$248K +$1.31K +13 +0.6%
LG
937
LaFleur & Godfrey
Michigan
$247K -$32.7K -325 -13%
VFM
938
Vision Financial Markets
Connecticut
$247K – – –
FA
939
Faithward Advisors
Pennsylvania
$247K +$221K +2,194 New
BFIM
940
Beese Fulmer Investment Management
Ohio
$246K +$220K +2,189 New
DWP
941
Daymark Wealth Partners
Ohio
$245K -$141K -1,399 -39%
PI
942
PFG Investments
New York
$243K +$217K +2,160 New
MAA
943
Mraz Amerine & Associates
California
$241K +$216K +2,145 New
TAM
944
Titleist Asset Management
Texas
$241K +$216K +2,143 New
CNB
945
Camden National Bank
Maine
$240K +$215K +2,134 New
KF
946
Krilogy Financial
Missouri
$239K +$208K +2,069 New
GCM
947
Genus Capital Management
British Columbia, Canada
$239K -$72.4K -720 -25%
MA
948
MJP Associates
Connecticut
$238K +$213K +2,120 New
AHC
949
Adell Harriman & Carpenter
Texas
$237K -$21.6K -215 -9%
MW
950
Marble Wealth
Alabama
$235K -$46.5K -462 -18%