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Name Holding Trade Value Shares
Change
Change in
Stake
APP
551
Avantax Planning Partners
Iowa
$312K -$12.3K -223 -4%
BFS
552
Bradley Foster & Sargent
Connecticut
$311K -$20.9K -379 -6%
CHP
553
Cable Hill Partners
Oregon
$311K +$315K +5,710 New
ACP
554
Aveo Capital Partners
Colorado
$309K +$13.4K +243 +4%
FPB
555
First PREMIER Bank
South Dakota
$308K -$994 -18 -0.3%
CC
556
Courier Capital
New York
$308K – – –
AIM
557
Axiom Investment Management
New York
$308K +$309K +5,600 New
ACM
558
Ategra Capital Management
Virginia
$304K -$58.4K -1,058 -16%
Fayez Sarofim & Co
559
Fayez Sarofim & Co
Texas
$303K – – –
DP
560
Dearborn Partners
Illinois
$303K +$22.3K +404 +8%
AWE
561
Avidian Wealth Enterprises
Texas
$303K +$307K +5,563 New
AIP
562
Almanack Investment Partners
Pennsylvania
$301K – – –
CHC
563
City Holding Co
West Virginia
$300K -$5.52K -100 -2%
FIA
564
FNY Investment Advisers
New York
$300K +$305K +5,520 New
HCA
565
Harbour Capital Advisors
Virginia
$299K +$304K +5,500 New
IWA
566
IBEX Wealth Advisors
New Jersey
$297K +$302K +5,462 New
SB
567
Strategic Blueprint
Georgia
$296K +$301K +5,449 New
GT
568
Greenleaf Trust
Michigan
$294K -$56.1K -1,016 -16%
MFA
569
Mayflower Financial Advisors
Massachusetts
$294K +$1.38K +25 +0.5%
Schroder Investment Management Group
570
Schroder Investment Management Group
United Kingdom
$293K +$16.2K +294 +6%
FOA
571
Five Oceans Advisors
California
$293K +$298K +5,393 New
VVP
572
Venture Visionary Partners
Ohio
$293K -$28.6K -518 -9%
BOPW
573
Brandywine Oak Private Wealth
Pennsylvania
$290K +$110 +2 +0%
CA
574
Clearstead Advisors
Ohio
$290K +$76.7K +1,389 +35%
RF
575
Resolute Financial
Massachusetts
$289K +$3.75K +68 +1%