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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$226K -$6.37K -273 -3%
IAA
377
Independent Advisor Alliance
North Carolina
$224K +$215K +9,219 New
MCP
378
Mirador Capital Partners
California
$224K +$215K +9,216 New
SSWM
379
Strait & Sound Wealth Management
California
$220K +$212K +9,065 New
RH
380
RFG Holdings
Texas
$220K +$212K +9,063 New
FAIM
381
Financial Advocates Investment Management
Washington
$218K +$205K +8,800 New
SQA
382
Simon Quick Advisors
New Jersey
$217K +$209K +8,942 New
LFG
383
Larson Financial Group
Missouri
$216K +$5.6K +240 +3%
TWM
384
Tradition Wealth Management
Minnesota
$213K +$2.36K +101 +1%
ONGA
385
O'Neil Global Advisors
California
$212K +$204K +8,751 New
SFA
386
Sequoia Financial Advisors
Ohio
$211K +$203K +8,679 New
FM
387
Family Management
New York
$211K +$203K +8,679 New
Luther King Capital Management (LKCM)
388
Luther King Capital Management (LKCM)
Texas
$209K +$201K +8,589 New
CFO
389
Collective Family Office
Pennsylvania
$208K +$200K +8,550 New
NAS
390
Nicolet Advisory Services
Wisconsin
$206K -$32.9K -1,410 -14%
SCA
391
STALEY CAPITAL ADVISERS
Pennsylvania
$206K +$198K +8,500 New
HIP
392
HUB Investment Partners
Texas
$206K +$198K +8,477 New
Los Angeles Capital Management
393
Los Angeles Capital Management
California
$205K +$197K +8,426 New
CAG
394
Csenge Advisory Group
Florida
$203K +$195K +8,358 New
FFM
395
Forum Financial Management
Illinois
$203K +$195K +8,349 New
RBFC
396
Roman Butler Fullerton & Co
Missouri
$202K +$55.8K +2,389 +30%
CCFM
397
Clear Creek Financial Management
Washington
$200K +$193K +8,245 New
Federated Hermes
398
Federated Hermes
Pennsylvania
$192K -$55.7K -2,384 -23%
HNB
399
Huntington National Bank
Ohio
$169K +$1.56K +67 +1%
JPWM
400
Jamison Private Wealth Management
Georgia
$163K +$157K +6,719 New