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Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1251
ROI Financial Advisors
Oregon
$751K +$115K +4,619 +15%
JSC
1252
Jackson Square Capital
California
$750K -$1.36M -54,864 -60%
Fayez Sarofim & Co
1253
Fayez Sarofim & Co
Texas
$747K +$30.3K +1,221 +4%
GFA
1254
Gallagher Fiduciary Advisors
Illinois
$746K +$61K +2,458 +7%
SSC
1255
Syverson Strege & Co
Iowa
$745K -$27.4K -1,103 -3%
TA
1256
TCM Advisors
West Virginia
$744K – – –
ADMI
1257
Albert D. Mason Inc
Massachusetts
$740K -$496 -20 -0.1%
CHC
1258
City Holding Co
West Virginia
$740K -$106K -4,260 -11%
FAM
1259
Fulcrum Asset Management
United Kingdom
$738K -$68.1K -2,745 -8%
BHWM
1260
Bar Harbor Wealth Management
New Hampshire
$738K +$13.2K +531 +2%
UCI
1261
Uncommon Cents Investing
Wisconsin
$736K +$62.3K +2,512 +8%
CAAS
1262
Capital Asset Advisory Services
Michigan
$733K +$247K +9,967 +39%
DMBA
1263
Deseret Mutual Benefit Administrators
Utah
$732K -$86.6K -3,490 -9%
BW
1264
BIP Wealth
Georgia
$731K +$130K +5,243 +17%
RIM
1265
Redwood Investment Management
Arizona
$731K +$129K +5,214 +17%
LFA
1266
Legacy Financial Advisors
Kentucky
$729K -$4.2K -169 -0.5%
SG
1267
Sienna Gestion
France
$728K +$819K +32,993 New
QP
1268
Quilter Plc
United Kingdom
$728K +$83.7K +3,374 +11%
CP
1269
Castleview Partners
Texas
$725K +$186K +7,485 +27%
SAM
1270
Secure Asset Management
Michigan
$724K -$541K -21,778 -38%
GC
1271
Grimes & Company
Massachusetts
$724K -$483K -19,456 -36%
BAM
1272
Byrne Asset Management
New Jersey
$724K -$73.6K -2,966 -8%
CS
1273
Capital Square
Tennessee
$719K -$4.39K -177 -0.5%
CL
1274
COWA LLC
Oklahoma
$717K +$30.1K +1,211 +4%
BWA
1275
Beam Wealth Advisors
Louisiana
$716K +$5.78K +233 +0.7%