Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1451
KPP Advisory Services
Kentucky
$325K +$1.79K +12 +0.6%
SFWC
1452
Strategic Family Wealth Counselors
New Jersey
$324K +$2.38K +16 +0.8%
OIA
1453
Optimum Investment Advisors
Illinois
$324K -$16.1K -108 -5%
MPM
1454
MBB Public Markets
Illinois
$323K -$4.61M -30,934 -94%
FWTB
1455
First Western Trust Bank
Colorado
$323K +$2.68K +18 +0.9%
HL
1456
HeadInvest LLC
Maine
$322K -$1.49K -10 -0.5%
QWP
1457
Quotient Wealth Partners
Texas
$319K -$34.9K -234 -10%
1SB
1458
1ST Source Bank
Indiana
$318K -$11.8K -79 -4%
SQA
1459
Simon Quick Advisors
New Jersey
$317K +$67.6K +454 +29%
ILI
1460
Invesco LLC (Illinois)
Illinois
$316K +$4.92K +33 +2%
CT
1461
Caldwell Trust
Florida
$316K +$8.49K +57 +3%
BPWM
1462
Badgley Phelps Wealth Managers
Washington
$315K +$301K +2,022 New
RWM
1463
Revisor Wealth Management
Ohio
$315K -$17.7K -119 -6%
SFG
1464
Sather Financial Group
Texas
$314K +$5.81K +39 +2%
SGI
1465
Summit Global Investments
Utah
$314K -$739K -4,960 -71%
FWP
1466
FAS Wealth Partners
Kansas
$313K -$25.3K -170 -8%
BCA
1467
Bay Colony Advisors
Massachusetts
$312K +$745 +5 +0.3%
SA
1468
SRH Advisors
Kansas
$312K – – –
FNWM
1469
Financial Network Wealth Management
Utah
$311K -$5.66K -38 -2%
EFG
1470
Everhart Financial Group
Ohio
$311K +$46.2K +310 +18%
AHL
1471
Abel Hall LLC
Louisiana
$310K -$6.25K -42 -2%
CAM
1472
Campion Asset Management
Virginia
$310K -$1.49K -10 -0.5%
AFO
1473
Arrowroot Family Office
California
$309K +$57.3K +385 +24%
HFP
1474
Holistic Financial Partners
Indiana
$309K +$295K +1,981 New
VCM
1475
Vivaldi Capital Management
Illinois
$308K +$596 +4 +0.2%