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Name Holding Trade Value Shares
Change
Change in
Stake
HT
926
Heritage Trust
Oklahoma
$367K +$370K +775 New
HCMT
927
Highland Capital Management (Tennessee)
Tennessee
$366K
LC
928
Lindbrook Capital
California
$366K +$4.29K +9 +1%
VAF
929
Values Added Financial
District of Columbia
$362K +$6.68K +14 +2%
SB
930
Simmons Bank
Arkansas
$359K -$7.16K -15 -2%
IBOK
931
Independence Bank of Kentucky
Kentucky
$359K
GSEP
932
Golden State Equity Partners
California
$354K -$309K -647 -46%
MSWM
933
McGlone Suttner Wealth Management
Wisconsin
$353K +$11K +23 +3%
IAN
934
Integrated Advisors Network
Texas
$353K +$26.7K +56 +8%
1C
935
111 Capital
France
$352K +$355K +743 New
MAM
936
McLean Asset Management
Virginia
$351K +$2.86K +6 +0.8%
SMWM
937
Silvia McColl Wealth Management
California
$351K
EWM
938
Empirical Wealth Management
Washington
$351K +$354K +741 New
CA
939
Carson Advisory
Georgia
$351K +$10K +21 +3%
ADIM
940
Alpha DNA Investment Management
Maryland
$351K +$354K +741 New
GIA
941
Guyasuta Investment Advisors
Pennsylvania
$347K
CWP
942
Cyndeo Wealth Partners
Florida
$342K
FFP
943
FourThought Financial Partners
Florida
$342K +$345K +722 New
FFM
944
Forum Financial Management
Illinois
$342K +$50.1K +105 +17%
DIM
945
Delta Investment Management
California
$340K +$477 +1 +0.1%
BAM
946
Blueshift Asset Management
New Jersey
$339K -$477K -1,000 -58%
CGPCS
947
Capital Group Private Client Services
California
$338K
GIA
948
Gladstone Institutional Advisory
Florida
$337K +$2.86K +6 +0.8%
GFP
949
Gryphon Financial Partners
Ohio
$334K -$173K -362 -34%
OF
950
Optimize Financial
California
$332K +$335K +701 New