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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BankPlus Wealth Management
Mississippi
$155K – – –
AWA
402
Arkadios Wealth Advisors
Georgia
$153K +$20.7K +1,648 +15%
RCM
403
Requisite Capital Management
Texas
$149K – – –
PWPS
404
Pinnacle Wealth Planning Services
Ohio
$148K +$150K +11,916 New
IAA
405
Independent Advisor Alliance
North Carolina
$146K +$2.19K +174 +2%
OC
406
Oarsman Capital
Wisconsin
$146K +$1.47K +117 +1%
AI
407
Atom Investors
Texas
$144K +$146K +11,602 New
IWN
408
Independent Wealth Network
Iowa
$142K +$144K +11,427 New
BCWM
409
Bartlett & Co Wealth Management
Ohio
$142K +$37.8K +3,005 +36%
GCP
410
GSA Capital Partners
United Kingdom
$142K -$101K -7,990 -41%
APG
411
Abacus Planning Group
South Carolina
$141K – – –
AWS
412
Atria Wealth Solutions
New York
$141K -$195K -15,494 -58%
RWM
413
Revisor Wealth Management
Ohio
$140K +$142K +11,254 New
CA
414
Claro Advisors
Massachusetts
$139K +$1.15K +91 +0.8%
WG
415
Welch Group
Alabama
$138K +$140K +11,116 New
MAS
416
Meeder Advisory Services
Ohio
$137K +$138K +10,991 New
TWM
417
Thrive Wealth Management
Pennsylvania
$137K +$138K +10,965 New
OSAM
418
O'Shaughnessy Asset Management
Connecticut
$135K +$137K +10,863 New
MWM
419
Modern Wealth Management
Kansas
$135K +$136K +10,835 New
GPA
420
Garrison Point Advisors
California
$134K +$135K +10,740 New
GC
421
Guggenheim Capital
Illinois
$132K +$1.15K +91 +0.9%
EI
422
Ellevest Inc
New York
$132K -$62K -4,925 -32%
KeyBank National Association
423
KeyBank National Association
Ohio
$132K -$252 -20 -0.2%
LFG
424
Larson Financial Group
Missouri
$131K +$9.09K +722 +7%
EPA
425
Element Pointe Advisors
Florida
$130K – – –