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Name Holding Trade Value Shares
Change
Change in
Stake
I
1301
IMPACTfolio
Colorado
$256K +$32.3K +63 +13%
AR
1302
Apeiron RIA
Texas
$256K +$71.7K +140 +37%
AAS
1303
Ameritas Advisory Services
Nebraska
$254K +$4.1K +8 +2%
BW
1304
Bison Wealth
Georgia
$253K -$2.56K -5 -0.9%
PP
1305
PDS Planning
Ohio
$253K +$6.14K +12 +2%
SIM
1306
SSI Investment Management
California
$248K -$2.56K -5 -1%
FAN
1307
Financial Advisors Network
California
$246K -$6.14K -12 -2%
CFG
1308
Cooper Financial Group
California
$246K +$12.3K +24 +5%
C
1309
Covestor
United Kingdom
$245K +$28.7K +56 +12%
AA
1310
Altrafin AG
$240K
HR
1311
Howe & Rusling
New York
$240K -$5.12K -10 -2%
IC
1312
Inscription Capital
Texas
$240K
MBTD
1313
Mechanics Bank - Trust Department
California
$240K
OWP
1314
Obermeyer Wealth Partners
Colorado
$240K
RP
1315
Reinhart Partners
Wisconsin
$240K
SC
1316
Shay Capital
New York
$240K +$256K +500 New
SCP
1317
Sandhill Capital Partners
New York
$239K
TP
1318
Tranquility Partners
Tennessee
$239K
TA
1319
Tiedemann Advisors
New York
$238K +$28.7K +56 +13%
GC
1320
Grimes & Company
Massachusetts
$237K -$22.5K -44 -8%
ABC
1321
Associated Banc-Corp
Wisconsin
$237K
SA
1322
Syntax Advisors
New York
$237K +$66.1K +129 +35%
VCG
1323
Vantage Consulting Group
Virginia
$237K +$66.1K +129 +35%
DIP
1324
DT Investment Partners
Pennsylvania
$237K +$252K +492 New
IIC
1325
Ironwood Investment Counsel
Arizona
$235K +$51.2K +100 +26%