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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
851
Hummer Financial Advisory Services
Illinois
$235K +$6.66K +150 +3%
SWA
852
Strata Wealth Advisors
Texas
$235K +$2.8K +63 +1%
OWP
853
Obermeyer Wealth Partners
Colorado
$232K
GI
854
GAMMA Investing
California
$232K +$223K +5,029 New
FIA
855
Foundations Investment Advisors
Arizona
$232K +$220K +4,962 New
HI
856
Harbour Investments
Wisconsin
$232K +$23.4K +526 +12%
RPGK
857
Retirement Planning Group (Kansas)
Kansas
$231K
UB
858
UMB Bank
Missouri
$231K +$94.8K +2,134 +73%
OWM
859
OneAscent Wealth Management
Alabama
$230K -$19.6K -442 -8%
AWA
860
Acorn Wealth Advisors
Michigan
$230K -$1.86K -42 -0.8%
LFS
861
Leibman Financial Services
Nebraska
$228K +$222K +4,996 New
JAG
862
Journey Advisory Group
Kentucky
$228K +$8.88K +200 +4%
AWA
863
Aaron Wealth Advisors
Illinois
$228K -$20K -450 -8%
RA
864
RFG Advisory
Alabama
$227K +$222 +5 +0.1%
SIC
865
Sigma Investment Counselors
Michigan
$227K
ONB
866
Old National Bancorp
Indiana
$227K -$17.8K -400 -7%
TPW
867
Transatlantique Private Wealth
New York
$226K
GKWIM
868
Gerber Kawasaki Wealth & Investment Management
California
$224K +$1.38K +31 +0.6%
CA
869
Calton & Associates
Florida
$224K +$217K +4,890 New
WA
870
Waverly Advisors
Alabama
$223K +$217K +4,881 New
OIA
871
OneDigital Investment Advisors
Kansas
$221K +$214K +4,830 New
MIM
872
Morningstar Investment Management
Illinois
$219K +$5.68K +128 +3%
DGAM
873
Desjardins Global Asset Management
Quebec, Canada
$218K +$12.4K +279 +6%
MM
874
MQS Management
New York
$217K -$151K -3,398 -42%
NPFS
875
Novak & Powell Financial Services
Florida
$217K +$211K +4,743 New