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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
476
OneAscent Financial Services
Alabama
$284K -$143K -25,833 -36%
OIA
477
OneDigital Investment Advisors
Kansas
$284K -$14.5K -2,611 -5%
GCM
478
Gables Capital Management
Florida
$279K -$299K -54,025 -54%
MAFM
479
Mid Atlantic Financial Management
Pennsylvania
$279K -$43.5K -7,862 -15%
FHC
480
First Heartland Consultants
Missouri
$277K +$73.2K +13,215 +41%
RJT
481
Raymond James Trust
Florida
$276K -$32.2K -5,815 -11%
AWE
482
Avidian Wealth Enterprises
Texas
$275K -$7.12K -1,285 -3%
PFS
483
Prospera Financial Services
Texas
$274K -$297K -53,543 -54%
MC
484
Moors & Cabot
Massachusetts
$274K -$7K -1,264 -3%
DPIM
485
Duff & Phelps Investment Management
Illinois
$273K – – –
KA
486
Kintegral Advisory
New York
$268K – – –
TFGT
487
TS Financial Group (TSFG)
Illinois
$268K +$4.71K +851 +2%
MCM
488
Maple Capital Management
Vermont
$266K -$5.54K -1,000 -2%
SYBT
489
Stock Yards Bank & Trust
Kentucky
$264K -$36.3K -6,555 -13%
SC
490
Searle & Co
Connecticut
$262K – – –
IC
491
InterOcean Capital
Illinois
$262K +$28.7K +5,191 +14%
AFAS
492
Acorn Financial Advisory Services
Virginia
$258K +$1.73K +313 +0.7%
PA
493
Planning Alternatives
Michigan
$258K +$17.1K +3,081 +8%
WAG
494
Winthrop Advisory Group
Massachusetts
$254K -$5.54K -1,000 -2%
DT
495
Diversified Trust
Tennessee
$254K +$105K +18,925 +83%
LWM
496
Laidlaw Wealth Management
New York
$253K +$77.2K +13,935 +50%
Neuberger Berman Group
497
Neuberger Berman Group
New York
$252K -$6.12K -1,105 -3%
PMFA
498
Plante Moran Financial Advisors
Michigan
$252K +$25.4K +4,587 +12%
DC
499
Davenport & Co
Virginia
$252K +$27.7K +5,000 +14%
AWA
500
Acorn Wealth Advisors
Michigan
$250K -$27.9K -5,041 -11%