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Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SteelPeak Wealth
California
$287K -$27.8K -457 -3%
MWC
452
MBM Wealth Consultants
Missouri
$287K -$792 -13 -0.1%
LWCFA
453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K
AFG
454
American Financial Group
Ohio
$284K +$183K +3,000 +30%
IA
455
IFP Advisors
Florida
$282K -$32.2K -529 -4%
EWA
456
Exencial Wealth Advisors
Oklahoma
$282K +$301K +4,944 +62%
GFP
457
Gryphon Financial Partners
Ohio
$279K +$5K +82 +0.6%
AIP
458
Ameritas Investment Partners
Nebraska
$279K +$47.8K +785 +7%
EIA
459
Edgemoor Investment Advisors
Maryland
$278K +$1.83K +30 +0.2%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$273K +$167K +2,738 +28%
SO
461
STRS Ohio
Ohio
$268K -$203K -3,323 -21%
WANY
462
Wealthspire Advisors (New York)
New York
$265K +$740K +12,151 New
BRWA
463
B. Riley Wealth Advisors
Florida
$264K +$338K +5,547 +85%
OPS
464
Orion Portfolio Solutions
Nebraska
$262K +$60K +984 +9%
GIM
465
Groesbeck Investment Management
New Jersey
$260K -$3.69M -60,592 -84%
HS
466
Haafor (Singapore)
Singapore
$259K +$724K +11,888 New
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$258K -$252K -4,135 -26%
CAM
468
Centre Asset Management
New York
$257K -$282K -4,620 -28%
WB
469
WesBanco Bank
West Virginia
$256K
BOTW
470
Bank of the West
California
$255K +$209K +3,422 +41%
CAN
471
Cetera Advisor Networks
California
$254K +$76.8K +1,260 +12%
CI
472
Cigna Investments
Connecticut
$253K +$39.6K +650 +6%
CT
473
Coastline Trust
Rhode Island
$251K -$16.5K -270 -2%
CCP
474
Cardan Capital Partners
Colorado
$251K +$700K +11,492 New
American Century Companies
475
American Century Companies
Missouri
$250K -$24.5M -402,168 -97%