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Name Holding Trade Value Shares
Change
Change in
Stake
MHS
751
M Holdings Securities
Oregon
$301K -$33.6K -631 -9%
PP
752
Patron Partners
Texas
$301K
WAAG
753
Wealth Alliance Advisory Group
Kansas
$300K -$10.7K -200 -3%
CPA
754
Court Place Advisors
Maryland
$298K
SAM
755
SignalPoint Asset Management
Missouri
$298K
FA
756
FDx Advisors
Illinois
$296K -$248K -4,649 -43%
BOH
757
Bank of Hawaii
Hawaii
$296K -$188K -3,534 -36%
W
758
Wealthquest
Ohio
$296K +$1.01K +19 +0.3%
CFG
759
Cooper Financial Group
California
$296K +$66.9K +1,256 +25%
AIM
760
Anchor Investment Management
South Carolina
$296K
XT
761
XTX Topco
Cayman Islands
$289K +$326K +6,113 New
OPS
762
Orion Portfolio Solutions
Nebraska
$288K +$23.9K +448 +8%
BW
763
Bison Wealth
Georgia
$288K +$77.5K +1,454 +31%
ECM
764
Evergreen Capital Management
Washington
$286K -$12K -226 -4%
MCM
765
MAI Capital Management
Ohio
$286K -$8.21K -154 -2%
RA
766
RFG Advisory
Alabama
$285K +$13.5K +253 +4%
SHA
767
Seneca House Advisors
Virginia
$284K
FWM
768
Frontier Wealth Management
Missouri
$281K
HFM
769
Harvest Fund Management
China
$280K -$104K -1,947 -25%
JAG
770
Journey Advisory Group
Kentucky
$280K -$8K -150 -2%
SIC
771
Sigma Investment Counselors
Michigan
$278K
PPW
772
Parcion Private Wealth
Washington
$278K +$1.17K +22 +0.4%
CIP
773
Convergence Investment Partners
Florida
$274K +$4.96K +93 +2%
AIP
774
Almanack Investment Partners
Pennsylvania
$273K -$2.93K -55 -0.9%
SCA
775
Snowden Capital Advisors
New York
$273K +$19.7K +369 +7%