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Name Holding Trade Value Shares
Change
Change in
Stake
SW
901
SteelPeak Wealth
California
$315K +$301K +4,484 New
CBT
902
CoreFirst Bank & Trust
Kansas
$313K -$13.4K -200 -4%
AFG
903
Albion Financial Group
Utah
$312K -$31.2K -466 -9%
AAG
904
Armstrong Advisory Group
Massachusetts
$311K +$5.76K +86 +2%
BAM
905
BOS Asset Management
Illinois
$310K +$67 +1 +0%
GIM
906
Greenwich Investment Management
Connecticut
$310K
TIM
907
Thompson Investment Management
Wisconsin
$309K
SFWA
908
Summit Financial Wealth Advisors
Louisiana
$309K +$469 +7 +0.2%
WKWM
909
Walter & Keenan Wealth Management
Indiana
$309K
FFP
910
FourThought Financial Partners
Florida
$308K +$10.8K +161 +4%
IA
911
IFG Advisory
Georgia
$306K +$292K +4,363 New
OCM
912
One Capital Management
California
$306K -$15.8K -235 -5%
BFC
913
Bedel Financial Consulting
Indiana
$305K +$469 +7 +0.2%
CGL
914
Clarius Group LLC
Washington
$304K -$6.97K -104 -2%
BIG
915
Brooklyn Investment Group
New York
$300K +$287K +4,276 New
TI
916
Truepoint Inc
Ohio
$300K +$287K +4,276 New
PCM
917
Parsons Capital Management
Rhode Island
$298K +$13.4K +200 +5%
Capstone Investment Advisors
918
Capstone Investment Advisors
New York
$298K +$12.5K +187 +5%
PWP
919
Private Wealth Partners
California
$298K +$603 +9 +0.2%
FIA
920
Foundations Investment Advisors
Arizona
$297K -$17.2K -257 -6%
CB
921
Cadence Bank
Mississippi
$296K -$67 -1 -0%
RW
922
Rede Wealth
Virginia
$296K -$5.03K -75 -2%
RWM
923
Rench Wealth Management
Texas
$295K +$37.5K +559 +15%
BC
924
Bartlett & Co
Ohio
$295K +$13.3K +198 +5%
MOS
925
MGO One Seven
Ohio
$295K +$4.02K +60 +1%