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Name Holding Trade Value Shares
Change
Change in
Stake
IA
2401
IFG Advisors
Missouri
$866K
CCA
2402
Column Capital Advisors
Indiana
$864K -$21.6K -60 -2%
F
2403
F3Logic
Minnesota
$864K +$38.9K +108 +5%
OFS
2404
OneAscent Financial Services
Alabama
$863K +$916K +2,544 New
TIA
2405
Trust Investment Advisors
Indiana
$862K -$14K -39 -2%
CAM
2406
Crestone Asset Management
Colorado
$857K +$313K +870 +53%
FC
2407
Fusion Capital
South Carolina
$855K +$13K +36 +1%
LRIA
2408
Leonard Rickey Investment Advisors
Washington
$855K +$15.8K +44 +2%
PP
2409
Patten & Patten
Tennessee
$849K +$362K +1,006 +67%
CHA
2410
Carmichael Hill & Associates
Maryland
$847K
TIA
2411
Tiemann Investment Advisors
California
$844K -$63K -175 -7%
VCM
2412
Vivaldi Capital Management
Illinois
$842K -$7.2K -20 -0.8%
TF
2413
Trek Financial
Arizona
$842K +$126K +349 +16%
SG
2414
Somerset Group
Minnesota
$840K -$1.08K -3 -0.1%
AIM
2415
Alhambra Investment Management
Florida
$839K -$19.8K -55 -2%
OHU
2416
Odey Holdings (UK)
United Kingdom
$839K +$386K +1,071 +77%
WIC
2417
Woodmont Investment Counsel
Tennessee
$838K +$3.24K +9 +0.4%
BCM
2418
Breiter Capital Management
Florida
$837K +$12.6K +35 +1%
CMO
2419
Covenant Multifamily Offices
Texas
$836K -$59.4K -165 -6%
CPIA
2420
Cornell Pochily Investment Advisors
New York
$836K
PMFA
2421
Plante Moran Financial Advisors
Michigan
$835K +$175K +486 +25%
SA
2422
Springowl Associates
New York
$832K -$108K -300 -11%
PWA
2423
Physician Wealth Advisors
Utah
$828K +$1.08K +3 +0.1%
LSA
2424
Lion Street Advisors
Texas
$828K +$836K +2,321 +1,857%
PA
2425
PSI Advisors
Florida
$827K -$60.5K -168 -6%