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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1251
Caldwell Trust
Florida
$502K -$40.9K -1,690 -10%
CAM
1252
Cobblestone Asset Management
Virginia
$501K +$2.42K +100 +0.7%
FWIA
1253
Fort Washington Investment Advisors
Ohio
$501K -$21.4M -884,299 -98%
VCP
1254
Vista Capital Partners
Oregon
$498K -$197K -8,129 -35%
ECA
1255
Elevated Capital Advisors
Utah
$498K +$105K +4,315 +41%
CG
1256
Curat Global
New Hampshire
$497K
ETS
1257
ESL Trust Services
New York
$497K -$24.2K -1,000 -6%
PAS
1258
PKS Advisory Services
New York
$496K +$29.4K +1,215 +9%
SWM
1259
Salvus Wealth Management
New Jersey
$495K +$81.5K +3,364 +30%
LWM
1260
Lodestone Wealth Management
Washington
$493K -$20.2K -833 -5%
FFA
1261
Fi3 Financial Advisors
Indiana
$491K +$110K +4,541 +45%
FMC
1262
First Merchants Corp
Indiana
$489K -$3.63K -150 -1%
BEW
1263
Burton Enright Welch
California
$488K -$25.5K -1,054 -7%
6F
1264
626 Financial
Michigan
$488K -$43.9K -1,810 -11%
WSFG
1265
Wall Street Financial Group
Illinois
$488K +$102K +4,211 +41%
BLC
1266
Brown, Lisle/Cummings
Rhode Island
$487K -$126K -5,188 -26%
IF
1267
Integrity Financial
Wyoming
$487K +$4.02K +166 +1%
GM
1268
GeoWealth Management
Illinois
$487K +$50.6K +2,087 +17%
Koshinski Asset Management
1269
Koshinski Asset Management
Illinois
$486K +$339 +14 +0.1%
LRPA
1270
L. Roy Papp & Associates
Arizona
$485K -$12.1K -500 -3%
VAS
1271
Vestmark Advisory Solutions
Massachusetts
$484K +$349K +14,421 New
CWP
1272
Cyndeo Wealth Partners
Florida
$484K -$51.9K -2,142 -13%
IIM
1273
Ipswich Investment Management
Massachusetts
$484K -$43.9K -1,813 -11%
MIM
1274
MTM Investment Management
South Carolina
$483K -$124K -5,104 -26%
CH
1275
Cromwell Holdings
Wyoming
$481K