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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
1351
KMG Fiduciary Partners
Ohio
$526K -$155K -250 -24%
AA
1352
Alta Advisers
United Kingdom
$526K
NAMNJ
1353
NorthStar Asset Management (New Jersey)
New Jersey
$524K +$620 +1 +0.1%
VC
1354
Veery Capital
Delaware
$522K
BOM
1355
Bank of Marin
California
$522K +$49.6K +80 +11%
AR
1356
Apeiron RIA
Texas
$522K -$9.3K -15 -2%
GSIAS
1357
Garden State Investment Advisory Services
New Jersey
$520K +$118K +191 +32%
SP
1358
Saranac Partners
$519K
MCM
1359
Mattern Capital Management
Colorado
$517K +$110K +177 +29%
PWA
1360
Prairie Wealth Advisors
Nebraska
$517K
TI
1361
Truepoint Inc
Ohio
$516K -$26.1K -42 -5%
AG
1362
AlTi Global
New York
$515K +$33.5K +54 +7%
HBT
1363
Heartland Bank & Trust
Illinois
$514K -$761K -1,227 -61%
NAS
1364
Nicolet Advisory Services
Wisconsin
$514K -$59.5K -96 -11%
FCA
1365
Fortis Capital Advisors
Kansas
$513K +$41.6K +67 +9%
IF
1366
Intrua Financial
Texas
$512K +$484K +780 New
TW
1367
Transform Wealth
Colorado
$511K -$21.1K -34 -4%
SAA
1368
Southeast Asset Advisors
Georgia
$511K
TFF
1369
The Family Firm
Maryland
$511K +$620 +1 +0.1%
CA
1370
Crewe Advisors
Utah
$509K -$1.86K -3 -0.4%
CG
1371
Cynosure Group
Utah
$505K +$85K +137 +22%
CIM
1372
Chapman Investment Management
California
$505K
IWA
1373
IBEX Wealth Advisors
New Jersey
$505K +$477K +769 New
PCS
1374
Private Client Services
Kentucky
$505K +$1.24K +2 +0.3%
BWA
1375
BlueSky Wealth Advisors
North Carolina
$503K