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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
851
Cary Street Partners Investment Advisory
Virginia
$392K – – –
MCM
852
MAI Capital Management
Ohio
$391K +$389K +1,688 New
OPS
853
Orion Portfolio Solutions
Nebraska
$389K +$107K +462 +38%
HFM
854
Hartford Financial Management
Connecticut
$388K +$461 +2 +0.1%
FA
855
FDx Advisors
Illinois
$387K -$35K -152 -8%
MAS
856
Meeder Advisory Services
Ohio
$387K +$385K +1,671 New
CFS
857
Cannon Financial Strategists
Georgia
$384K – – –
SWM
858
SeaCrest Wealth Management
New York
$384K – – –
MOS
859
MGO One Seven
Ohio
$381K -$19.6K -85 -5%
LWM
860
Laidlaw Wealth Management
New York
$380K +$64.3K +279 +21%
IP
861
Ignite Planners
California
$378K -$7.61K -33 -2%
AR
862
Apeiron RIA
Texas
$377K +$4.84K +21 +1%
FMAEN1
863
Fund Management at Engine No 1
California
$375K +$47.7K +207 +15%
MA
864
Montag & Associates
Georgia
$374K – – –
ZF
865
Zhang Financial
Michigan
$372K -$692 -3 -0.2%
NG
866
Northstar Group
New York
$371K – – –
IWM
867
IHT Wealth Management
Illinois
$368K +$33.2K +144 +10%
FNBOH
868
First National Bank of Hutchinson
Kansas
$367K – – –
KA
869
KLCM Advisors
Wisconsin
$363K -$23.1K -100 -6%
ATPW
870
Ashton Thomas Private Wealth
Arizona
$362K +$97.3K +422 +37%
AC
871
Avestar Capital
New York
$361K -$9.91K -43 -3%
FNBTCON
872
First National Bank & Trust Co of Newtown
Pennsylvania
$361K – – –
SFO
873
Stokes Family Office
Louisiana
$360K +$38.5K +167 +12%
KCM
874
Kanawha Capital Management
Virginia
$359K – – –
CT
875
Coastline Trust
Rhode Island
$359K – – –