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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1576
Regent Peak Wealth Advisors
Georgia
$350K -$24.3K -257 -6%
KIG
1577
Kessler Investment Group
Indiana
$350K -$35.5K -375 -9%
WP
1578
WealthSpring Partners
California
$350K +$22.1K +234 +6%
NRC
1579
New Republic Capital
North Carolina
$349K -$55.6K -588 -13%
IP
1580
Ignite Planners
California
$349K +$189 +2 +0.1%
AGAM
1581
Audent Global Asset Management
California
$348K -$515K -5,447 -58%
HP
1582
Holistic Planning
Texas
$347K +$4.45K +47 +1%
ACM
1583
Anfield Capital Management
California
$347K +$244K +2,584 +200%
VIM
1584
VELA Investment Management
Ohio
$347K -$669K -7,073 -65%
AF
1585
Arrow Financial
New York
$347K -$19.9K -210 -5%
OFS
1586
OneAscent Financial Services
Alabama
$346K +$131K +1,390 +56%
SPFA
1587
Summit Place Financial Advisors
New Jersey
$345K +$17.8K +188 +5%
BO
1588
Bank OZK
Arkansas
$345K -$14.2K -150 -4%
MP
1589
McDonald Partners
Ohio
$345K +$19.7K +208 +6%
AF
1590
Advisornet Financial
Minnesota
$343K -$48.5K -513 -12%
PA
1591
Promethium Advisors
Maryland
$343K – – –
PPC
1592
Park Place Capital
Alabama
$342K +$30.7K +325 +9%
Emerald Mutual Fund Advisers Trust
1593
Emerald Mutual Fund Advisers Trust
Pennsylvania
$342K +$361K +3,813 New
PF
1594
Parker Financial
Washington
$341K -$38.7K -409 -10%
PSP
1595
Principal Street Partners
Tennessee
$340K +$1.32K +14 +0.4%
LW
1596
Linscomb Wealth
Texas
$339K -$140K -1,475 -28%
FSBI
1597
Fearless Solutions (Best Invest)
Texas
$339K +$662 +7 +0.2%
AGWCA
1598
Annis Gardner Whiting Capital Advisors
Florida
$338K -$17.3K -183 -5%
LPT
1599
Legacy Private Trust
Wisconsin
$338K +$357K +3,769 New
Facet Wealth Inc
1600
Facet Wealth Inc
Maryland
$337K +$101K +1,067 +40%