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Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
751
Forum Private Client Group
Indiana
$324K
HIIFS
752
Harel Insurance Investments & Financial Services
Israel
$324K -$162K -3,400 -33%
CBT
753
Central Bank & Trust
Kentucky
$323K -$668 -14 -0.2%
SAM
754
Smithbridge Asset Management
Pennsylvania
$322K -$620 -13 -0.2%
CFG
755
Cooper Financial Group
California
$322K +$7.35K +154 +2%
RDFA
756
Ritter Daniher Financial Advisory
Ohio
$321K
VWA
757
V Wealth Advisors
Kansas
$320K +$42.5K +891 +15%
RWPA
758
Richard W. Paul & Associates
Michigan
$319K +$308K +6,465 +2,052%
HWM
759
HB Wealth Management
Georgia
$317K -$39K -817 -11%
AA
760
ALPS Advisors
Colorado
$317K +$2.62K +55 +0.8%
KFGK
761
Keystone Financial Group (Kentucky)
Kentucky
$313K +$318K +6,668 New
STA
762
Summit Trail Advisors
New York
$313K +$318K +6,657 New
CWM
763
Compass Wealth Management
Connecticut
$312K
WAP
764
Wealthcare Advisory Partners
Pennsylvania
$310K -$44.6K -935 -12%
FTC
765
Farmers Trust Company
Ohio
$310K -$30.2K -633 -9%
BFC
766
Bedel Financial Consulting
Indiana
$305K +$58.4K +1,224 +23%
FWP
767
FAS Wealth Partners
Kansas
$302K +$572 +12 +0.2%
FCP
768
Fidelis Capital Partners
Florida
$302K +$19.5K +408 +7%
CA
769
CGN Advisors
Kansas
$302K
PCIA
770
Prime Capital Investment Advisors
Kansas
$301K +$305K +6,404 New
OWA
771
One Wealth Advisors
California
$300K -$86.2K -1,808 -22%
MWM
772
Madison Wealth Management
Ohio
$299K
WAAG
773
Wealth Alliance Advisory Group
Kansas
$298K
EI
774
Ellevest Inc
New York
$298K +$75.8K +1,590 +34%
CWA
775
Canvas Wealth Advisors
Kansas
$297K -$271K -5,687 -48%