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Name Holding Trade Value Shares
Change
Change in
Stake
ACC
1201
Acorn Creek Capital
Colorado
$245K -$9.53K -51 -4%
Old National Bancorp
1202
Old National Bancorp
Indiana
$245K -$49.7K -266 -17%
SWM
1203
Stronghold Wealth Management
Florida
$244K +$246K +1,317 New
IP
1204
Intellectus Partners
California
$244K +$245K +1,313 New
PCP
1205
Proficio Capital Partners
Massachusetts
$242K -$6.92K -37 -3%
CPA
1206
Capital Performance Advisors
California
$242K -$99.3K -531 -29%
Signature Estate & Investment Advisors
1207
Signature Estate & Investment Advisors
California
$242K -$3.92K -21 -2%
Mather Group
1208
Mather Group
Illinois
$242K -$66.5K -356 -21%
Modern Wealth Management
1209
Modern Wealth Management
Kansas
$242K +$45.6K +244 +23%
SGWM
1210
Sterling Group Wealth Management
California
$242K – – –
Ancora Advisors
1211
Ancora Advisors
Ohio
$240K +$59.8K +320 +33%
CWM
1212
Cornerstone Wealth Management
Missouri
$239K +$240K +1,286 New
VC
1213
Vestor Capital
Illinois
$238K -$57.6K -308 -24%
GWMR
1214
GC Wealth Management RIA
Massachusetts
$238K -$911K -4,872 -79%
NPA
1215
Nichols & Pratt Advisers
Massachusetts
$237K – – –
PL
1216
Parthenon LLC
Kentucky
$235K – – –
AWA
1217
Amplius Wealth Advisors
Pennsylvania
$235K +$3.74K +20 +2%
KC
1218
Kinloch Capital
Virginia
$235K +$2.43K +13 +1%
GA
1219
Goldstein Advisors
Wisconsin
$235K +$27.1K +145 +13%
Harbour Investments
1220
Harbour Investments
Wisconsin
$235K -$24.5K -131 -9%
CWM
1221
Cahaba Wealth Management
Georgia
$234K +$374 +2 +0.2%
Great Lakes Advisors
1222
Great Lakes Advisors
Illinois
$234K -$38.3K -205 -14%
OFO
1223
OneAscent Family Office
Alabama
$234K +$236K +1,261 New
CA
1224
COFG Advisors
Illinois
$234K +$236K +1,260 New
YIA
1225
YHB Investment Advisors
Connecticut
$233K – – –