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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
951
Teamwork Financial Advisors
Texas
$307K -$256K -1,418 -51%
OPWM
952
Oxinas Partners Wealth Management
Indiana
$306K +$247K +1,368 New
AWM
953
Abound Wealth Management
Tennessee
$305K -$10.5K -58 -4%
FFP
954
FourThought Financial Partners
Florida
$304K -$101K -557 -29%
FA
955
Fiduciary Alliance
South Carolina
$303K +$245K +1,355 New
Bank Julius Baer & Co
956
Bank Julius Baer & Co
Switzerland
$301K -$121K -670 -33%
PPWP
957
Premier Path Wealth Partners
New Jersey
$299K -$9.4K -52 -4%
YCG
958
Yeomans Consulting Group
Georgia
$299K +$250K +1,384 New
KCM
959
KRS Capital Management
Michigan
$298K +$241K +1,331 New
CAAS
960
Capital Asset Advisory Services
Michigan
$297K +$249K +1,377 New
EWM
961
Evercore Wealth Management
New York
$297K +$240K +1,326 New
AIM
962
Aspen Investment Management
Michigan
$295K +$239K +1,320 New
FHA
963
First Horizon Advisors
Tennessee
$295K +$120K +662 +101%
LAM
964
L2 Asset Management
Massachusetts
$294K +$238K +1,315 New
OM
965
OV Management
Minnesota
$294K -$396K -2,189 -62%
TC
966
TownSquare Capital
Utah
$292K -$18.2M -100,796 -99%
NFC
967
Northeast Financial Consultants
Connecticut
$291K +$235K +1,300 New
ACM
968
Adalta Capital Management
New York
$290K -$80.5K -445 -26%
FP
969
Financial Perspectives
Minnesota
$287K – – –
II
970
Inspire Investing
Idaho
$286K -$143K -789 -38%
LFG
971
Larson Financial Group
Missouri
$286K +$110K +606 +90%
OCM
972
Objective Capital Management
Ohio
$285K +$230K +1,274 New
WPW
973
Watershed Private Wealth
Illinois
$284K -$200K -1,105 -47%
MA
974
Modus Advisors
Minnesota
$282K +$228K +1,261 New
MA
975
Mutual Advisors
Nebraska
$282K +$232K +1,285 New