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Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
876
Retirement Planning Group (Kansas)
Kansas
$376K +$21.9K +314 +6%
BWM
877
Birchcreek Wealth Management
Ohio
$375K +$8.7K +125 +2%
AIP
878
Ameritas Investment Partners
Nebraska
$374K -$16.6K -238 -4%
TCBWMS
879
Texas Capital Bank Wealth Management Services
Texas
$367K +$379K +5,441 New
SCM
880
Seascape Capital Management
New Hampshire
$365K -$509K -7,311 -57%
EWA
881
Exit Wealth Advisors
Georgia
$364K +$376K +5,407 New
RWPA
882
Richard W. Paul & Associates
Michigan
$362K -$1.46K -21 -0.4%
SCM
883
Spreng Capital Management
Ohio
$362K
FCFC
884
First Citizens Financial Corp
Iowa
$362K +$48.1K +691 +15%
FSBI
885
Fearless Solutions (Best Invest)
Texas
$356K
CIAS
886
Capital Investment Advisory Services
North Carolina
$355K +$5.15K +74 +1%
AIM
887
Advyzon Investment Management
Illinois
$353K +$5.36K +77 +1%
SSC
888
Syverson Strege & Co
Iowa
$352K -$10K -144 -3%
ONST
889
Old North State Trust
North Carolina
$350K +$91.5K +1,314 +34%
FPCG
890
Forum Private Client Group
Indiana
$350K +$16.4K +236 +5%
TPM
891
Triasima Portfolio Management
Quebec, Canada
$348K -$74.8K -1,075 -17%
CCM
892
Cutler Capital Management
Massachusetts
$348K
HFAS
893
Hummer Financial Advisory Services
Illinois
$347K
VCM
894
Versant Capital Management
Arizona
$345K +$94.3K +1,355 +36%
UB
895
UMB Bank
Missouri
$345K +$174K +2,493 +95%
HH
896
Hilltop Holdings
Texas
$345K +$51.7K +742 +17%
DWA
897
Delap Wealth Advisory
Oregon
$344K -$9.12K -131 -2%
GT
898
Glenview Trust
Kentucky
$343K -$627 -9 -0.2%
PPWP
899
Premier Path Wealth Partners
New Jersey
$343K -$12.2K -175 -3%
SIC
900
Sigma Investment Counselors
Michigan
$340K +$2.92K +42 +0.8%