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Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
651
Caliber Wealth Management (Kansas)
Kansas
$246K +$22.8K +200 +10%
TAM
652
Trust Asset Management
Texas
$244K -$10.2K -89 -4%
GSC
653
Ground Swell Capital
South Carolina
$243K +$259K +2,267 New
SPA
654
Sherbrooke Park Advisers
New York
$242K -$60.4K -529 -19%
PCS
655
Personal CFO Solutions
New Jersey
$241K -$2.74K -24 -1%
CF
656
Clarity Financial
Texas
$240K
FFA
657
Farther Finance Advisors
California
$239K +$44.1K +386 +21%
BC
658
Bayforest Capital
United Kingdom
$235K -$238K -2,088 -49%
PHS
659
Pekin Hardy Strauss
Illinois
$235K -$114K -1,000 -31%
NFP
660
Narus Financial Partners
Utah
$233K -$56.4K -494 -19%
ORG
661
Optimist Retirement Group
Washington
$232K
CAM
662
Claret Asset Management
Quebec, Canada
$232K -$571 -5 -0.2%
MHI
663
Miller Howard Investments
New York
$229K
EP
664
Essential Partners
California
$228K -$62.5K -547 -20%
ERSOT
665
Employees Retirement System of Texas
Texas
$227K
CFP
666
Catalyst Financial Partners
Massachusetts
$227K +$41.8K +366 +21%
MGWM
667
Marks Group Wealth Management
Minnesota
$226K
MG
668
Marex Group
$226K +$240K +2,106 New
PFM
669
Patton Fund Management
Texas
$222K -$47.8K -419 -17%
SW
670
SVB Wealth
Massachusetts
$221K -$18K -158 -7%
CAM
671
Cozad Asset Management
Illinois
$217K +$232K +2,030 New
MCM
672
Morton Capital Management
California
$217K
HIP
673
HUB Investment Partners
Texas
$216K +$26.6K +233 +13%
FCM
674
Frontier Capital Management
Massachusetts
$215K
HNB
675
Huntington National Bank
Ohio
$214K -$8.11K -71 -3%