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Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
751
JBR Co Financial Management
Oklahoma
$298K – – –
CCB
752
Cutter & Co Brokerage
Missouri
$298K +$2.18K +223 +0.8%
TPWA
753
TRUE Private Wealth Advisors
Oregon
$295K +$5.31K +544 +2%
WIP
754
WealthCare Investment Partners
Rhode Island
$295K +$116K +11,854 +61%
GFP
755
Gryphon Financial Partners
Ohio
$295K +$6.01K +615 +2%
O
756
Ossiam
France
$294K -$9.89M -1,012,229 -97%
MFIM
757
Mesirow Financial Investment Management
Illinois
$292K -$47.5K -4,861 -14%
AFGAS
758
Allegiance Financial Group Advisory Services
Virginia
$292K -$88.2K -9,030 -24%
WMA
759
William Mack & Associates
Michigan
$291K +$2.12K +217 +0.8%
OAM
760
Ostrum Asset Management
France
$291K -$7.5K -768 -3%
OWM
761
OneAscent Wealth Management
Alabama
$291K -$12.4K -1,268 -4%
OFO
762
OneAscent Family Office
Alabama
$290K +$145K +14,842 +106%
HIP
763
HUB Investment Partners
Texas
$288K +$7.68K +786 +3%
WPC
764
Wedmont Private Capital
Pennsylvania
$286K +$155K +15,822 +107%
BP
765
Ballentine Partners
Massachusetts
$286K +$55K +5,629 +25%
PAM
766
Panagora Asset Management
Massachusetts
$285K +$10 +1 +0%
DILIC
767
Dai-ichi Life Insurance Company
Japan
$284K – – –
LA
768
LBP AM
France
$284K -$20.2K -2,064 -7%
VWA
769
Visionary Wealth Advisors
Illinois
$284K -$178K -18,262 -39%
CCA
770
Carrera Capital Advisors
Michigan
$283K +$1.92K +197 +0.7%
MLFP
771
MPS Loria Financial Planners
Illinois
$283K +$51.8K +5,305 +23%
TSWM
772
Tyler-Stone Wealth Management
Ohio
$283K +$4.22K +432 +2%
SHFA
773
SS&H Financial Advisors
Michigan
$281K -$52.7K -5,400 -16%
LPAM
774
Lodestar Private Asset Management
California
$278K +$17.2K +1,758 +7%
KIA
775
KCM Investment Advisors
California
$278K -$27.6K -2,821 -9%
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