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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
851
Strata Wealth Advisors
Texas
$235K +$2.8K +63 +1%
OWP
852
Obermeyer Wealth Partners
Colorado
$232K – – –
GI
853
GAMMA Investing
California
$232K +$223K +5,029 New
FIA
854
Foundations Investment Advisors
Arizona
$232K +$220K +4,962 New
HI
855
Harbour Investments
Wisconsin
$232K +$23.4K +526 +12%
RPGK
856
Retirement Planning Group (Kansas)
Kansas
$231K – – –
UB
857
UMB Bank
Missouri
$231K +$94.8K +2,134 +73%
OWM
858
OneAscent Wealth Management
Alabama
$230K -$19.6K -442 -8%
AWA
859
Acorn Wealth Advisors
Michigan
$230K -$1.86K -42 -0.8%
LFS
860
Leibman Financial Services
Nebraska
$228K +$222K +4,996 New
JAG
861
Journey Advisory Group
Kentucky
$228K +$8.88K +200 +4%
AWA
862
Aaron Wealth Advisors
Illinois
$228K -$20K -450 -8%
RA
863
RFG Advisory
Alabama
$227K +$222 +5 +0.1%
SIC
864
Sigma Investment Counselors
Michigan
$227K – – –
ONB
865
Old National Bancorp
Indiana
$227K -$17.8K -400 -7%
TPW
866
Transatlantique Private Wealth
New York
$226K – – –
GKWIM
867
Gerber Kawasaki Wealth & Investment Management
California
$224K +$1.38K +31 +0.6%
CA
868
Calton & Associates
Florida
$224K +$217K +4,890 New
WA
869
Waverly Advisors
Alabama
$223K +$217K +4,881 New
OIA
870
OneDigital Investment Advisors
Kansas
$221K +$214K +4,830 New
MIM
871
Morningstar Investment Management
Illinois
$219K +$5.68K +128 +3%
DGAM
872
Desjardins Global Asset Management
Quebec, Canada
$218K +$12.4K +279 +6%
MM
873
MQS Management
New York
$217K -$151K -3,398 -42%
NPFS
874
Novak & Powell Financial Services
Florida
$217K +$211K +4,743 New
BIG
875
Brooklyn Investment Group
New York
$214K +$208K +4,683 New