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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
851
Cassady Schiller Wealth Management
Ohio
$276K – – –
GL
852
Graypoint LLC
New York
$275K +$22.8K +424 +8%
PP
853
PDS Planning
Ohio
$273K -$538 -10 -0.2%
CAM
854
Columbia Asset Management
Michigan
$271K +$293K +5,438 New
MFIM
855
Mesirow Financial Investment Management
Illinois
$269K -$114K -2,111 -28%
MIF
856
Mediolanum International Funds
Ireland
$269K +$315K +5,843 New
SIC
857
Shoker Investment Counsel
Ohio
$265K +$377 +7 +0.1%
SG
858
StoneX Group
New York
$265K +$285K +5,300 New
DWA
859
Delap Wealth Advisory
Oregon
$265K -$619K -11,500 -68%
FHA
860
First Horizon Advisors
Tennessee
$264K +$47.6K +884 +20%
GI
861
Gradient Investments
Minnesota
$262K – – –
CFG
862
Cooper Financial Group
California
$261K +$8.72K +162 +3%
UAG
863
United Advisor Group
Ohio
$261K +$282K +5,231 New
EWA
864
EP Wealth Advisors
California
$261K +$6.89K +128 +3%
DOA
865
D'Orazio & Associates
Virginia
$261K +$281K +5,221 New
ET
866
Equitable Trust
Tennessee
$261K +$281K +5,220 New
FCFC
867
First Citizens Financial Corp
Iowa
$258K – – –
HFAS
868
Hummer Financial Advisory Services
Illinois
$257K – – –
SWM
869
Seed Wealth Management
Illinois
$257K – – –
GFP
870
Gryphon Financial Partners
Ohio
$257K +$162 +3 +0.1%
LA
871
Lane & Associates
New Jersey
$255K +$5.98K +111 +2%
BIG
872
Brooklyn Investment Group
New York
$255K – – –
CPA
873
Court Place Advisors
Maryland
$254K +$54.1K +1,005 +25%
PS
874
Principal Securities
Iowa
$254K +$7.59K +141 +3%
VT
875
Vise Technologies
New York
$253K +$12.1K +225 +5%