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Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
1726
Acorn Financial Advisory Services
Virginia
$280K -$29.4K -297 -10%
CIA
1727
Caerus Investment Advisors
Texas
$280K -$417K -4,212 -60%
ADBIC
1728
A.D. Beadell Investment Counsel
Wisconsin
$279K +$7.92K +80 +3%
OL
1729
OneFund LLC
Florida
$279K -$4.46K -45 -2%
ONB
1730
Old National Bancorp
Indiana
$277K -$144K -1,454 -34%
TPW
1731
Talon Private Wealth
Florida
$276K -$509K -5,142 -65%
CA
1732
Claro Advisors
Massachusetts
$276K -$88.7K -896 -24%
WC
1733
Westerkirk Capital
$276K – – –
PPW
1734
Parcion Private Wealth
Washington
$272K -$358K -3,615 -57%
AA
1735
Armis Advisers
Georgia
$272K +$250K +2,521 New
APW
1736
Aurora Private Wealth
New Jersey
$272K +$271K +2,740 New
TM
1737
TigerOak Management
New Mexico
$272K +$271K +2,738 New
CG
1738
Clarus Group
Texas
$271K -$23.8K -240 -8%
SR
1739
Swiss Re
Switzerland
$271K +$256K +2,589 +1,849%
FP
1740
Financial Perspectives
Minnesota
$271K – – –
DWM
1741
Drive Wealth Management
Utah
$269K -$159K -1,602 -37%
TCBWMS
1742
Texas Capital Bank Wealth Management Services
Texas
$269K +$4.95K +50 +2%
AAG
1743
Asset Advisory Group
New Jersey
$269K -$26.1K -264 -9%
OAS
1744
Optivise Advisory Services
Tennessee
$268K +$268K +2,703 New
CFO
1745
Cambient Family Office
Michigan
$268K +$39.7K +401 +17%
BTIM
1746
BancFirst Trust & Investment Management
Oklahoma
$268K +$265K +2,680 New
NFP
1747
Narus Financial Partners
Utah
$267K +$266K +2,691 New
DC
1748
DeDora Capital
California
$267K +$8.02K +81 +3%
EW
1749
Enzi Wealth
Texas
$267K +$252K +2,545 New
NP
1750
NorthRock Partners
Minnesota
$266K +$79.8K +806 +43%