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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
651
Valeo Financial Advisors
Indiana
$286K +$196 +1 +0.1%
IEFM
652
IQ EQ Fund Management
Ireland
$285K -$140K -712 -34%
PCM
653
Prelude Capital Management
New York
$280K +$267K +1,359 New
CGL
654
Clarius Group LLC
Washington
$280K +$588 +3 +0.2%
SB
655
Simmons Bank
Arkansas
$279K – – –
OWM
656
OneAscent Wealth Management
Alabama
$276K -$91.2K -465 -26%
PCS
657
Personal CFO Solutions
New Jersey
$275K +$261K +1,331 New
Walleye Capital
658
Walleye Capital
New York
$274K +$220K +1,123 +553%
BCG
659
BayBridge Capital Group
California
$271K -$5.88K -30 -2%
SP
660
Sequent Planning
Nebraska
$270K – – –
FG
661
Fiduciary Group
Georgia
$268K – – –
KL
662
KWMG LLC
Kansas
$265K +$252K +1,285 New
KFS
663
Keynote Financial Services
Connecticut
$263K -$5.88K -30 -2%
IB
664
Intrust Bank
Kansas
$260K – – –
I
665
InceptionR
California
$258K -$1.3M -6,628 -84%
ACIM
666
Azimuth Capital Investment Management
Michigan
$256K -$11.8K -60 -5%
FCP
667
Fidelis Capital Partners
Florida
$254K +$232K +1,181 New
TPWA
668
TRUE Private Wealth Advisors
Oregon
$252K +$240K +1,224 New
RA
669
RFG Advisory
Alabama
$252K -$125K -637 -34%
CCA
670
Conestoga Capital Advisors
Pennsylvania
$252K – – –
FPAS
671
Focus Partners Advisor Solutions
Missouri
$251K -$16.9K -86 -7%
RB
672
Renasant Bank
Mississippi
$251K -$128K -654 -35%
VIM
673
VELA Investment Management
Ohio
$250K – – –
CFCI
674
Comprehensive Financial Consultants Institutional
Indiana
$250K -$1.37K -7 -0.6%
CA
675
Claro Advisors
Massachusetts
$248K -$34.3K -175 -13%