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Name Holding Trade Value Shares
Change
Change in
Stake
AGP
826
Autumn Glory Partners
Texas
$236K
CRC
827
Curi RMB Capital
Illinois
$232K -$423 -9 -0.2%
HIC
828
Holderness Investments Company
North Carolina
$232K +$2.35K +50 +1%
FCFC
829
First Citizens Financial Corp
Iowa
$231K
SWM
830
Seed Wealth Management
Illinois
$230K
GCP
831
Garda Capital Partners
Minnesota
$230K +$242K +5,134 New
OWP
832
Obermeyer Wealth Partners
Colorado
$227K -$43.7K -928 -15%
SSWM
833
Strait & Sound Wealth Management
California
$227K
SWA
834
Strata Wealth Advisors
Texas
$227K +$239K +5,075 New
LWM
835
Liberty Wealth Management
California
$227K -$4.23K -90 -2%
AWA
836
Acorn Wealth Advisors
Michigan
$227K +$1.83K +39 +0.8%
RPGK
837
Retirement Planning Group (Kansas)
Kansas
$226K -$1.88K -40 -0.8%
HIIFS
838
Harel Insurance Investments & Financial Services
Israel
$226K -$94.1K -2,000 -29%
CAM
839
Close Asset Management
United Kingdom
$226K +$49.4K +1,050 +26%
PWMG
840
Provence Wealth Management Group
California
$224K +$235K +4,999 New
HFAS
841
Hummer Financial Advisory Services
Illinois
$224K
CAG
842
Csenge Advisory Group
Florida
$223K +$5.08K +108 +2%
SIC
843
Sigma Investment Counselors
Michigan
$222K -$29.6K -630 -11%
RA
844
RFG Advisory
Alabama
$222K +$234K +4,967 New
TPW
845
Transatlantique Private Wealth
New York
$221K +$3.76K +80 +2%
GKWIM
846
Gerber Kawasaki Wealth & Investment Management
California
$218K -$5.55K -118 -2%
PA
847
PFG Advisors
Arizona
$217K -$17.5K -372 -7%
UM
848
UniSuper Management
Australia
$215K
KIA
849
KLR Investment Advisors
Rhode Island
$214K +$204K +4,344 New
JAG
850
Journey Advisory Group
Kentucky
$214K