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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1251
Evergreen Wealth Solutions
Pennsylvania
$243K -$68.8K -747 -23%
IFWM
1252
Institute for Wealth Management
Colorado
$242K -$27.2K -295 -11%
AR
1253
Altar Rock
New York
$242K +$228K +2,475 New
JMFC
1254
J.M. Forbes & Co
Massachusetts
$242K – – –
First Financial Bankshares
1255
First Financial Bankshares
Texas
$240K – – –
PFM
1256
Patton Fund Management
Texas
$240K +$16.6K +180 +8%
MIM
1257
Marco Investment Management
Georgia
$240K – – –
FA
1258
Fiducient Advisors
Illinois
$239K – – –
MWA
1259
Monograph Wealth Advisors
California
$239K -$34.6K -375 -13%
PWP
1260
Principle Wealth Partners
Connecticut
$239K – – –
AC
1261
Avory & Company
Florida
$239K +$2.12K +23 +0.9%
KP
1262
Keel Point
Alabama
$239K +$225K +2,442 New
AIM
1263
Anchor Investment Management
South Carolina
$238K -$18.2K -198 -8%
One Capital Management
1264
One Capital Management
California
$237K -$683K -7,413 -75%
GWWM
1265
Great Waters Wealth Management
Minnesota
$237K -$5.81K -63 -3%
LAM
1266
Lewis Asset Management
California
$237K +$223K +2,422 New
Meridian Wealth Management
1267
Meridian Wealth Management
Kentucky
$236K -$35K -380 -14%
SP
1268
Stonebrook Private
Michigan
$236K -$5.71K -62 -3%
Simplicity Wealth
1269
Simplicity Wealth
New Jersey
$235K -$226K -2,452 -51%
VIP
1270
Viewpoint Investment Partners
Alberta, Canada
$235K +$221K +2,400 New
TC
1271
TownSquare Capital
Utah
$234K -$200K -2,171 -48%
PCG
1272
Prosperity Consulting Group
Maryland
$234K -$18.1K -196 -8%
PIA
1273
Panoramic Investment Advisors
Colorado
$234K -$92.3K -1,002 -30%
IRP
1274
Investment Research Partners
Pennsylvania
$232K +$20.9K +227 +11%
AMBIA
1275
Allen Mooney & Barnes Investment Advisors
Georgia
$232K -$4.79K -52 -2%