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Name Holding Trade Value Shares
Change
Change in
Stake
FPF
751
First Pacific Financial
Washington
$820K -$1.99K -26 -0.2%
FCI
752
Financial Counselors Inc
Kansas
$819K -$6.28K -82 -0.8%
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$816K +$153 +2 +0%
LIA
754
LBMC Investment Advisors
Tennessee
$812K
KIA
755
KCM Investment Advisors
California
$809K +$84.6K +1,105 +12%
HH
756
Hilltop Holdings
Texas
$809K -$28.8K -376 -3%
KWM
757
Kingsview Wealth Management
Oregon
$805K -$1.94M -25,303 -71%
APC
758
Aspire Private Capital
North Carolina
$802K +$10.3K +135 +1%
USAA
759
United Services Automobile Association
Texas
$802K
MWM
760
Modern Wealth Management
Kansas
$802K +$81.5K +1,065 +11%
ACP
761
Aveo Capital Partners
Colorado
$801K +$143K +1,870 +22%
BPC
762
Bryce Point Capital
New York
$798K +$799K +10,439 New
SW
763
SlateStone Wealth
Florida
$797K +$30.6K +400 +4%
CCIA
764
Cherry Creek Investment Advisors
Colorado
$796K +$5.21K +68 +0.7%
I
765
InvesTrust
Oklahoma
$789K +$791K +10,327 New
BCM
766
Brown Capital Management
Maryland
$788K
MOS
767
MGO One Seven
Ohio
$787K +$223K +2,909 +39%
MAM
768
Mystic Asset Management
Rhode Island
$786K +$787K +10,282 New
IPW
769
Impact Partnership Wealth
Georgia
$783K +$56.9K +743 +8%
CCM
770
Coldstream Capital Management
Washington
$780K +$8.27K +108 +1%
BFA
771
Bragg Financial Advisors
North Carolina
$773K -$24.8K -324 -3%
HVIA
772
Hudson Valley Investment Advisors
New York
$771K -$28.4K -371 -4%
FIA
773
Foundations Investment Advisors
Arizona
$769K +$60.2K +786 +8%
AAM
774
AR Asset Management
California
$765K
FWI
775
Facet Wealth Inc
Maryland
$762K +$2.68K +35 +0.3%