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Name Holding Trade Value Shares
Change
Change in
Stake
TRIA
1176
Trail Ridge Investment Advisors
Colorado
$306K – – –
Obermeyer Wealth Partners
1177
Obermeyer Wealth Partners
Colorado
$305K -$24.4K -73 -8%
BFO
1178
Boston Family Office
Massachusetts
$304K – – –
AFP
1179
Ausdal Financial Partners
Iowa
$304K -$7.37K -22 -3%
Forvis Mazars Wealth Advisors
1180
Forvis Mazars Wealth Advisors
Missouri
$302K +$1K +3 +0.4%
QFA
1181
Quantum Financial Advisors
California
$301K – – –
SFS
1182
Stiles Financial Services
Minnesota
$300K +$670 +2 +0.2%
KIA
1183
KLR Investment Advisors
Rhode Island
$299K +$285K +850 New
BEAM
1184
Baker Ellis Asset Management
Washington
$299K +$7.03K +21 +3%
HW
1185
Hamilton Wealth
California
$298K +$10K +30 +4%
CWM
1186
C2C Wealth Management
Arizona
$297K -$4.69K -14 -2%
Wealth Enhancement Advisory Services
1187
Wealth Enhancement Advisory Services
Minnesota
$296K +$279K +832 New
FCCM
1188
First City Capital Management
Georgia
$296K – – –
BCFD
1189
Boit C.F. David
$292K – – –
RDWM
1190
Red Door Wealth Management
Tennessee
$291K -$20.1K -60 -7%
BBA
1191
BLB&B Advisors
Pennsylvania
$289K -$5.69K -17 -2%
WHCI
1192
W.H. Cornerstone Investments
Massachusetts
$289K +$272K +813 New
JWM
1193
Janiczek Wealth Management
Colorado
$288K +$3.35K +10 +1%
T
1194
TRUADVICE
Florida
$288K +$261K +779 New
LWP
1195
Lumature Wealth Partners
Georgia
$288K – – –
HHGA
1196
Halbert Hargrove Global Advisors
California
$287K +$25.5K +76 +10%
OWA
1197
One Wealth Advisors
California
$286K -$335 -1 -0.1%
Benjamin Edwards Inc
1198
Benjamin Edwards Inc
Missouri
$285K +$12.4K +37 +5%
FFP
1199
FourThought Financial Partners
Florida
$285K -$58.3K -174 -18%
S
1200
SimplyRich
California
$284K +$3.01K +9 +1%