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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
876
Fortis Capital Advisors
Kansas
$360K +$377K +5,758 New
HM Payson & Co
877
HM Payson & Co
Maine
$355K – – –
CGL
878
Clarius Group LLC
Washington
$355K -$719 -11 -0.2%
GM
879
GeoWealth Management
Illinois
$352K -$33.6K -514 -8%
I
880
InceptionR
California
$351K +$367K +5,610 New
RCM
881
Raleigh Capital Management
North Carolina
$348K -$46.1K -705 -11%
RPGK
882
Retirement Planning Group (Kansas)
Kansas
$348K -$458 -7 -0.1%
Ameritas Investment Partners
883
Ameritas Investment Partners
Nebraska
$346K – – –
PWP
884
Phillips Wealth Planners
Mississippi
$342K +$12.3K +188 +4%
Haverford Trust Company
885
Haverford Trust Company
Pennsylvania
$339K +$55.6K +850 +19%
TC
886
Truvestments Capital
Florida
$338K -$50.7K -775 -13%
SICM
887
Sustainable Insight Capital Management
New York
$337K -$157K -2,400 -31%
SCM
888
Spreng Capital Management
Ohio
$336K – – –
FCFC
889
First Citizens Financial Corp
Iowa
$335K – – –
FSBI
890
Fearless Solutions (Best Invest)
Texas
$330K – – –
CIAS
891
Capital Investment Advisory Services
North Carolina
$329K – – –
OPA
892
Old Port Advisors
Maine
$328K +$60.2K +921 +21%
Chicago Partners Investment Group
893
Chicago Partners Investment Group
Illinois
$327K +$34.3K +524 +11%
DMBA
894
Deseret Mutual Benefit Administrators
Utah
$325K -$31.6K -483 -8%
CA
895
Calton & Associates
Florida
$324K +$339K +5,183 New
DWA
896
Delap Wealth Advisory
Oregon
$323K – – –
CCM
897
Cutler Capital Management
Massachusetts
$322K -$458 -7 -0.1%
HFAS
898
Hummer Financial Advisory Services
Illinois
$322K – – –
FPCG
899
Forum Private Client Group
Indiana
$321K -$3.6K -55 -1%
SOW
900
State of Wyoming
Wyoming
$320K +$217K +3,314 +183%