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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
651
Court Place Advisors
Maryland
$288K
NFG
652
Nations Financial Group
Iowa
$287K +$272K +7,965 New
CM
653
Caption Management
Oklahoma
$287K +$273K +8,000 New
EH
654
Equitable Holdings
New York
$286K +$12.2K +358 +5%
CGL
655
Clarius Group LLC
Washington
$284K +$8.23K +241 +3%
BFEC
656
Benjamin F. Edwards & Company
Missouri
$282K +$1.02K +30 +0.4%
FA
657
FDx Advisors
Illinois
$280K +$266K +7,784 New
PFS
658
Prospera Financial Services
Texas
$278K -$34.7K -1,016 -12%
W
659
WealthStone
Ohio
$270K +$257K +7,518 New
SW
660
SkyOak Wealth
Michigan
$269K -$37.7K -1,104 -13%
W
661
Wealthquest
Ohio
$265K -$1.37K -40 -0.5%
AIC
662
Archer Investment Corporation
Indiana
$265K -$68.3K -2,000 -21%
DWT
663
Dorsey & Whitney Trust
South Dakota
$264K -$30.8K -901 -11%
Fayez Sarofim & Co
664
Fayez Sarofim & Co
Texas
$264K -$22.1K -646 -8%
SFA
665
Souders Financial Advisors
Ohio
$263K +$9.94K +291 +4%
WAM
666
Wakefield Asset Management
Colorado
$262K +$248K +7,270 New
TWM
667
TriaGen Wealth Management
California
$261K
TI
668
Truepoint Inc
Ohio
$261K +$854 +25 +0.3%
EF
669
Empirical Finance
Pennsylvania
$260K
HI
670
Harbour Investments
Wisconsin
$260K +$247K +7,223 New
FDS
671
Freedom Day Solutions
Texas
$260K +$247K +7,230 New
SICM
672
Sustainable Insight Capital Management
New York
$259K +$3.42K +100 +1%
KWM
673
Kingsview Wealth Management
Oregon
$258K +$3.76K +110 +2%
DFG
674
Demars Financial Group
Washington
$256K
JAG
675
Journey Advisory Group
Kentucky
$256K