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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$288K +$274K +3,651 New
HWM
327
HB Wealth Management
Georgia
$281K +$267K +3,558 New
KFAS
328
Keating Financial Advisory Services
Kansas
$278K -$18.5K -246 -7%
KBC Group
329
KBC Group
Belgium
$274K
SW
330
SMART Wealth
Nebraska
$272K +$258K +3,443 New
IA
331
IFP Advisors
Florida
$268K -$43.5K -580 -15%
GI
332
GAMMA Investing
California
$268K +$41.2K +549 +19%
ECM
333
Everence Capital Management
Indiana
$262K +$249K +3,323 New
TFA
334
Transamerica Financial Advisors
Florida
$259K +$56.4K +751 +30%
Los Angeles Capital Management
335
Los Angeles Capital Management
California
$255K -$1.91M -25,388 -89%
KAS
336
Kestra Advisory Services
Texas
$253K +$241K +3,207 New
NWAG
337
Net Worth Advisory Group
Utah
$251K +$239K +3,183 New
SRC
338
Sage Rhino Capital
California
$242K +$230K +3,068 New
AF
339
Allworth Financial
California
$236K +$4.95K +66 +2%
FTWA
340
Fifth Third Wealth Advisors
Ohio
$233K +$221K +2,951 New
SCM
341
Shelton Capital Management
Colorado
$231K +$219K +2,921 New
MA
342
MONECO Advisors
Connecticut
$226K +$215K +2,862 New
FNBOH
343
First National Bank of Hutchinson
Kansas
$226K +$214K +2,855 New
DM
344
Diversified Management
Wisconsin
$225K -$115K -1,533 -35%
RCAG
345
Rehmann Capital Advisory Group
Michigan
$223K +$212K +2,826 New
FWCM
346
Ferguson Wellman Capital Management
Oregon
$222K +$211K +2,807 New
KIA
347
Kraematon Investment Advisors
Massachusetts
$220K +$209K +2,790 New
EWA
348
EP Wealth Advisors
California
$219K +$208K +2,768 New
AWM
349
Affinity Wealth Management
Delaware
$216K +$205K +2,733 New
CW
350
CreativeOne Wealth
Kansas
$215K +$204K +2,718 New