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Name Holding Trade Value Shares
Change
Change in
Stake
KCP
726
Kera Capital Partners
California
$248K +$22K +102 +10%
SAI
727
Savvy Advisors Inc
New York
$246K +$245K +1,135 New
TPWA
728
TRUE Private Wealth Advisors
Oregon
$245K -$20.8K -96 -8%
PAG
729
Private Advisory Group
Washington
$242K +$241K +1,116 New
SWP
730
Sagespring Wealth Partners
Tennessee
$242K +$241K +1,114 New
OR
731
Olympiad Research
Connecticut
$240K -$105K -488 -31%
SMC
732
Smith, Moore & Co
Missouri
$240K +$239K +1,104 New
AWAU
733
Alliance Wealth Advisors (Utah)
Utah
$239K +$238K +1,103 New
OIS
734
OneAscent Investment Solutions
Alabama
$239K +$238K +1,102 New
FCP
735
Fidelis Capital Partners
Florida
$239K +$4.32K +20 +2%
IIC
736
Ironwood Investment Counsel
Arizona
$238K +$3.24K +15 +1%
IC
737
Iconiq Capital
California
$237K +$236K +1,093 New
CGL
738
Clarius Group LLC
Washington
$236K -$58.6K -271 -20%
NIA
739
NIA Impact Advisors
California
$235K -$24.4K -113 -9%
EL
740
EWA LLC
Pennsylvania
$235K +$4.76K +22 +2%
TAM
741
Tocqueville Asset Management
New York
$235K – – –
DAS
742
Diversify Advisory Services
Utah
$234K +$10.2K +47 +4%
CAM
743
Cresset Asset Management
Illinois
$231K +$230K +1,065 New
SFI
744
SPC Financial Inc
Maryland
$231K – – –
SCM
745
Stevens Capital Management
Pennsylvania
$230K -$356K -1,649 -61%
PNC
746
Park National Corp
Ohio
$228K – – –
JCIA
747
Jackson Creek Investment Advisors
Colorado
$226K +$225K +1,041 New
PGFC
748
Peapack-Gladstone Financial Corp
New Jersey
$225K -$216 -1 -0.1%
AWS
749
Arkfeld Wealth Strategies
Nebraska
$222K +$32.6K +151 +15%
FNBOH
750
First National Bank of Hutchinson
Kansas
$220K +$219K +1,013 New