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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
376
Hengehold Capital Management
Ohio
$261K – – –
IA
377
IFP Advisors
Florida
$258K +$25.9K +403 +15%
OTL
378
Oak Thistle LLC
New York
$256K +$274K +4,277 New
AWS
379
Atria Wealth Solutions
New York
$251K +$269K +4,185 New
CCIA
380
Campbell & Co Investment Adviser
Maryland
$250K +$268K +4,170 New
BLC
381
Brown, Lisle/Cummings
Rhode Island
$245K – – –
IGWM
382
ICA Group Wealth Management
Colorado
$243K -$8.6K -134 -3%
HLOC
383
H.L. Ormond & Company
North Carolina
$242K -$642 -10 -0.2%
KWM
384
Kolinsky Wealth Management
New Jersey
$242K +$1.09K +17 +0.4%
SI
385
Stephens Inc
Arkansas
$241K -$4.88K -76 -2%
NC
386
NovaPoint Capital
Georgia
$234K – – –
WA
387
Wealth Alliance
New York
$232K +$8.34K +130 +3%
CIA
388
Choate Investment Advisors
Massachusetts
$230K – – –
MA
389
Modus Advisors
Minnesota
$227K – – –
LNC
390
Lincoln National Corp
Pennsylvania
$224K +$240K +3,743 New
OL
391
Optas LLC
Texas
$223K – – –
ST
392
Somerset Trust
Pennsylvania
$218K – – –
SBIA
393
Sheaff Brock Investment Advisors
Indiana
$217K – – –
S
394
SignatureFD
Georgia
$216K +$6.29K +98 +3%
DP
395
Dearborn Partners
Illinois
$215K +$230K +3,580 New
EWM
396
Evercore Wealth Management
New York
$211K -$15.1K -236 -6%
VF
397
Virtu Financial
New York
$210K +$225K +3,502 New
SIC
398
Schwartz Investment Counsel
Michigan
$205K -$36.7K -572 -14%
EHWM
399
Eads & Heald Wealth Management
Georgia
$202K – – –
Sumitomo Mitsui Trust Group
400
Sumitomo Mitsui Trust Group
Japan
$201K – – –