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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
Heritage Trust
926
Heritage Trust
Oklahoma
$367K +$370K +775 New
Highland Capital Management (Tennessee)
927
Highland Capital Management (Tennessee)
Tennessee
$366K – – –
Lindbrook Capital
928
Lindbrook Capital
California
$366K +$4.3K +9 +1%
VAF
929
Values Added Financial
District of Columbia
$362K +$6.68K +14 +2%
Simmons Bank
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%
McGlone Suttner Wealth Management
933
McGlone Suttner Wealth Management
Wisconsin
$353K +$11K +23 +3%
Integrated Advisors Network
934
Integrated Advisors Network
Texas
$353K +$26.7K +56 +8%
1C
935
111 Capital
France
$352K +$355K +743 New
McLean Asset Management
936
McLean Asset Management
Virginia
$351K +$2.86K +6 +0.8%
SMWM
937
Silvia McColl Wealth Management
California
$351K – – –
Empirical Wealth Management
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
Guyasuta Investment Advisors
941
Guyasuta Investment Advisors
Pennsylvania
$347K – – –
Cyndeo Wealth Partners
942
Cyndeo Wealth Partners
Florida
$342K – – –
FourThought Financial Partners
943
FourThought Financial Partners
Florida
$342K +$345K +722 New
Forum Financial Management
944
Forum Financial Management
Illinois
$342K +$50.1K +105 +17%
Delta Investment Management
945
Delta Investment Management
California
$340K +$477 +1 +0.1%
BAM
946
Blueshift Asset Management
New Jersey
$339K -$477K -1,000 -58%
Capital Group Private Client Services
947
Capital Group Private Client Services
California
$338K – – –
Gladstone Institutional Advisory
948
Gladstone Institutional Advisory
Florida
$337K +$2.86K +6 +0.8%
Gryphon Financial Partners
949
Gryphon Financial Partners
Ohio
$334K -$173K -362 -34%
OF
950
Optimize Financial
California
$332K +$335K +701 New