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Name Holding Trade Value Shares
Change
Change in
Stake
HFO
276
Heritage Family Offices
Arizona
$209K -$198K -21,341 -49%
PEWA
277
Pacific Excel Wealth Advisors
California
$209K +$208K +22,348 New
OIA
278
OneDigital Investment Advisors
Kansas
$208K -$1.81K -195 -0.9%
MWM
279
Modern Wealth Management
Kansas
$206K +$111K +11,918 +117%
IAA
280
Independent Advisor Alliance
North Carolina
$206K -$77K -8,282 -27%
Thrivent Financial for Lutherans
281
Thrivent Financial for Lutherans
Minnesota
$205K -$12.4K -1,332 -6%
LFAS
282
Level Four Advisory Services
Texas
$204K +$22.8K +2,450 +13%
OC
283
Oppenheimer & Co
New York
$199K -$9.15K -984 -4%
FCG
284
Fielder Capital Group
Tennessee
$199K -$11.5K -1,233 -5%
LMFP
285
Larry Mathis Financial Planning
Arizona
$198K +$13K +1,400 +7%
B
286
Bailard
California
$196K
FHC
287
First Horizon Corporation
Tennessee
$195K -$23.5K -2,529 -11%
ONB
288
Old National Bancorp
Indiana
$195K +$13.9K +1,491 +8%
ASG
289
Ariston Services Group
California
$193K +$193K +20,721 New
KFGK
290
Keystone Financial Group (Kentucky)
Kentucky
$193K +$1.01K +109 +0.5%
AWM
291
Apollon Wealth Management
South Carolina
$192K -$6.58K -708 -3%
RC
292
Rexford Capital
Texas
$191K
CA
293
Clearstead Advisors
Ohio
$191K -$804K -86,458 -81%
AWA
294
Acumen Wealth Advisors
Tennessee
$190K -$2.52M -271,024 -93%
ACA
295
Aptus Capital Advisors
Alabama
$190K +$189K +20,330 New
IWC
296
Integrated Wealth Concepts
Massachusetts
$189K +$81K +8,713 +76%
CB
297
Commerce Bank
Missouri
$189K +$4.96K +534 +3%
SSCA
298
South Shore Capital Advisors
Massachusetts
$188K +$149 +16 +0.1%
FMI
299
Frec Markets Inc
California
$187K +$48.6K +5,232 +35%
QWP
300
Quotient Wealth Partners
Texas
$186K +$32.8K +3,528 +22%