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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
926
Sagespring Wealth Partners
Tennessee
$500K +$2.73K +33 +0.5%
JHP
927
James Hambro & Partners
United Kingdom
$499K
RBC
928
Romano Brothers & Co
Illinois
$499K -$16.7K -202 -3%
FFC
929
First Financial Corp
Indiana
$499K -$185K -2,235 -24%
OFS
930
OneAscent Financial Services
Alabama
$496K +$575K +6,952 New
SI
931
Seeds Investor
New York
$495K +$71.7K +867 +15%
IWM
932
IHT Wealth Management
Illinois
$490K +$62K +750 +12%
CMF
933
Counterpoint Mutual Funds
California
$489K +$567K +6,862 New
LC
934
LCNB Corp
Ohio
$488K +$68.2K +825 +14%
FTWA
935
Fifth Third Wealth Advisors
Ohio
$488K +$187K +2,262 +49%
SC
936
Syon Capital
California
$485K -$49.7K -601 -8%
LWPC
937
Legacy Wealth Partners (Colorado)
Colorado
$484K -$8.93K -108 -2%
FMC
938
First Merchants Corp
Indiana
$481K -$28.6K -346 -5%
WC
939
Waterloo Capital
Texas
$478K +$121K +1,468 +28%
ITIM
940
Indiana Trust & Investment Management
Indiana
$477K -$24.8K -300 -4%
AFG
941
Atomi Financial Group
New York
$476K +$2.4K +29 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
942
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$476K +$551K +6,669 New
IA
943
Integrity Alliance
Iowa
$473K +$992 +12 +0.2%
PCG
944
Prosperity Consulting Group
Maryland
$473K -$41.9K -507 -7%
PA
945
Profund Advisors
Maryland
$470K +$44.2K +535 +9%
HWA
946
Heritage Wealth Advisors
Virginia
$470K
DDC
947
DF Dent & Co
Maryland
$469K
WS
948
Wedbush Securities
California
$467K +$60.3K +730 +13%
DBRC
949
D.B. Root & Company
Pennsylvania
$466K +$34.8K +421 +7%
First Manhattan
950
First Manhattan
New York
$466K -$1.65K -20 -0.3%