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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1001
ALPS Advisors
Colorado
$363K +$24.9K +331 +8%
MGIA
1002
Moneta Group Investment Advisors
Missouri
$363K -$23K -306 -6%
CFP
1003
Catalyst Financial Partners
Massachusetts
$362K -$150 -2 -0%
ILI
1004
Invesco LLC (Illinois)
Illinois
$360K +$19.5K +260 +6%
RA
1005
Ransom Advisory
Rhode Island
$360K
S
1006
SimplyRich
California
$359K
CIA
1007
Choate Investment Advisors
Massachusetts
$358K -$603K -8,019 -64%
TCOT
1008
Trust Company of Toledo
Ohio
$358K +$3.23K +43 +0.9%
FHA
1009
Flagship Harbor Advisors
Massachusetts
$353K +$55.2K +734 +19%
GIA
1010
Gladstone Institutional Advisory
Florida
$353K -$21.2K -282 -6%
WHG
1011
Westwood Holdings Group
Texas
$351K +$338K +4,502 New
EC
1012
EntryPoint Capital
New York
$350K +$101K +1,345 +43%
AIM
1013
Athena Investment Management
California
$350K +$902 +12 +0.3%
1IA
1014
1620 Investment Advisors
Massachusetts
$350K +$27K +359 +9%
GM
1015
GeoWealth Management
Illinois
$349K -$13K -173 -4%
WFS
1016
Walker Financial Services
Kentucky
$348K +$335K +4,460 New
CGFA
1017
Colton Groome Financial Advisors
North Carolina
$348K -$10.8K -144 -3%
VWM
1018
Venturi Wealth Management
Texas
$347K +$27.5K +366 +9%
AW
1019
Avion Wealth
Texas
$347K +$526 +7 +0.2%
BMWM
1020
Brown Miller Wealth Management
Virginia
$346K -$19.3K -257 -5%
ACM
1021
Andina Capital Management
Utah
$346K +$14.6K +194 +5%
TIM
1022
Thompson Investment Management
Wisconsin
$345K -$99.8K -1,327 -23%
BAM
1023
Belpointe Asset Management
Nevada
$344K -$10.4K -138 -3%
OC
1024
Oakworth Capital
Alabama
$342K +$601 +8 +0.2%
HFRG
1025
Houlihan Financial Resource Group
Virginia
$342K +$329K +4,377 New