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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
876
HM Payson & Co
Maine
$355K
CGL
877
Clarius Group LLC
Washington
$355K -$719 -11 -0.2%
GM
878
GeoWealth Management
Illinois
$352K -$33.6K -514 -8%
I
879
InceptionR
California
$351K +$367K +5,610 New
RCM
880
Raleigh Capital Management
North Carolina
$348K -$46.1K -705 -11%
RPGK
881
Retirement Planning Group (Kansas)
Kansas
$348K -$458 -7 -0.1%
AIP
882
Ameritas Investment Partners
Nebraska
$346K
PWP
883
Phillips Wealth Planners
Mississippi
$342K +$12.3K +188 +4%
HTC
884
Haverford Trust Company
Pennsylvania
$339K +$55.6K +850 +19%
TC
885
Truvestments Capital
Florida
$338K -$50.7K -775 -13%
SICM
886
Sustainable Insight Capital Management
New York
$337K -$157K -2,400 -31%
SCM
887
Spreng Capital Management
Ohio
$336K
FCFC
888
First Citizens Financial Corp
Iowa
$335K
FSBI
889
Fearless Solutions (Best Invest)
Texas
$330K
CIAS
890
Capital Investment Advisory Services
North Carolina
$329K
OPA
891
Old Port Advisors
Maine
$328K +$60.2K +921 +21%
CPIG
892
Chicago Partners Investment Group
Illinois
$327K +$34.3K +524 +11%
DMBA
893
Deseret Mutual Benefit Administrators
Utah
$325K -$31.6K -483 -8%
CA
894
Calton & Associates
Florida
$324K +$339K +5,183 New
DWA
895
Delap Wealth Advisory
Oregon
$323K
CCM
896
Cutler Capital Management
Massachusetts
$322K -$458 -7 -0.1%
HFAS
897
Hummer Financial Advisory Services
Illinois
$322K
FPCG
898
Forum Private Client Group
Indiana
$321K -$3.6K -55 -1%
SOW
899
State of Wyoming
Wyoming
$320K +$217K +3,314 +183%
SWP
900
Significant Wealth Partners
Illinois
$318K -$268K -4,099 -45%