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Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
851
Hummer Financial Advisory Services
Illinois
$294K – – –
GFP
852
Gryphon Financial Partners
Ohio
$294K -$17K -345 -6%
SWM
853
Seed Wealth Management
Illinois
$293K – – –
SLI
854
Sumitomo Life Insurance
Japan
$292K -$8.96K -182 -3%
EWA
855
EP Wealth Advisors
California
$291K +$251K +5,102 New
GL
856
Graypoint LLC
New York
$291K +$251K +5,094 New
OWP
857
Obermeyer Wealth Partners
Colorado
$290K – – –
FIA
858
Foundations Investment Advisors
Arizona
$290K +$5.57K +113 +2%
CFG
859
Cooper Financial Group
California
$290K -$74.8K -1,519 -23%
RPGK
860
Retirement Planning Group (Kansas)
Kansas
$289K – – –
WAAG
861
Wealth Alliance Advisory Group
Kansas
$287K -$64.7K -1,313 -21%
CB
862
Centennial Bank
Arkansas
$287K -$98.3K -1,995 -28%
OIA
863
OneDigital Investment Advisors
Kansas
$287K +$9.21K +187 +4%
LA
864
Lane & Associates
New Jersey
$286K -$20.9K -425 -8%
SIC
865
Sigma Investment Counselors
Michigan
$284K – – –
PS
866
Principal Securities
Iowa
$282K +$46.4K +942 +24%
LFS
867
Leibman Financial Services
Nebraska
$282K -$3.35K -68 -1%
OCG
868
Opus Capital Group
Ohio
$280K +$17.2K +350 +8%
VT
869
Vise Technologies
New York
$277K +$16.1K +327 +7%
AWA
870
Acorn Wealth Advisors
Michigan
$277K -$8.77K -178 -4%
FAIM
871
Financial Advocates Investment Management
Washington
$274K +$236K +4,802 New
MIM
872
Morningstar Investment Management
Illinois
$274K – – –
RA
873
RFG Advisory
Alabama
$273K -$9.6K -195 -4%
NPFS
874
Novak & Powell Financial Services
Florida
$272K +$1.13K +23 +0.5%
HIP
875
HUB Investment Partners
Texas
$272K +$234K +4,760 New