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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
751
Sequoia Financial Advisors
Ohio
$289K -$151K -3,180 -33%
KFGK
752
Keystone Financial Group (Kentucky)
Kentucky
$288K +$2.42K +51 +0.8%
HFM
753
Harvest Fund Management
China
$284K +$27.2K +572 +10%
SLI
754
Sumitomo Life Insurance
Japan
$280K -$18.1K -381 -6%
FWP
755
FAS Wealth Partners
Kansas
$280K – – –
SOW
756
State of Wyoming
Wyoming
$279K +$158K +3,317 +108%
WAAG
757
Wealth Alliance Advisory Group
Kansas
$278K – – –
CL
758
CPWM LLC
Washington
$277K -$16.9K -356 -5%
PWM
759
Perigon Wealth Management
California
$276K -$2.94K -62 -1%
CPA
760
Court Place Advisors
Maryland
$276K – – –
SAM
761
SignalPoint Asset Management
Missouri
$275K – – –
CMBA
762
C.M. Bidwell & Associates
Hawaii
$275K +$219K +4,620 +279%
FMAEN1
763
Fund Management at Engine No 1
California
$274K -$17.4K -366 -6%
W
764
Wealthquest
Ohio
$274K +$570 +12 +0.2%
AIM
765
Anchor Investment Management
South Carolina
$273K – – –
OFS
766
OneAscent Financial Services
Alabama
$270K -$72.5K -1,527 -20%
GA
767
Geller Advisors
New York
$269K +$30.6K +644 +12%
JAG
768
Journey Advisory Group
Kentucky
$267K +$4.75K +100 +2%
OPS
769
Orion Portfolio Solutions
Nebraska
$266K -$713 -15 -0.2%
CAG
770
Csenge Advisory Group
Florida
$265K -$48.3K -1,016 -14%
PPW
771
Parcion Private Wealth
Washington
$264K +$1.04K +22 +0.4%
IAIM
772
International Assets Investment Management
Florida
$264K +$9.6K +202 +3%
UB
773
UMB Bank
Missouri
$263K -$36K -758 -11%
IGWM
774
ICA Group Wealth Management
Colorado
$263K -$13.1K -275 -4%
SHA
775
Seneca House Advisors
Virginia
$263K – – –