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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1026
OneAscent Financial Services
Alabama
$653K -$645K -2,663 -49%
BAS
1027
Brueske Advisory Services
Washington
$648K +$3.15K +13 +0.5%
CFSG
1028
Clark Financial Services Group
Missouri
$647K +$84.7K +350 +15%
LCAM
1029
Long Corridor Asset Management
Hong Kong
$646K +$654K +2,700 New
EWA
1030
EverSource Wealth Advisors
Alabama
$642K -$8.23K -34 -1%
HP
1031
Haven Private
Florida
$639K -$125K -515 -16%
LSA
1032
Leonteq Securities AG
Switzerland
$638K +$127K +523 +24%
PP
1033
PDS Planning
Ohio
$636K +$23.5K +97 +4%
NL
1034
NVWM LLC
Pennsylvania
$635K +$23.7K +98 +4%
FA
1035
Freestate Advisors
Kansas
$633K -$31.2K -129 -5%
SAM
1036
Silvercrest Asset Management
New York
$631K – – –
LSIA
1037
LaSalle St. Investment Advisors
Illinois
$630K -$7.75K -32 -1%
ICP
1038
Interchange Capital Partners
Pennsylvania
$629K +$170K +703 +37%
SI
1039
Severin Investments
Missouri
$624K -$77.2K -319 -11%
CFS
1040
Coordinated Financial Services
Colorado
$623K +$1.69K +7 +0.3%
WAP
1041
Wealthcare Advisory Partners
Pennsylvania
$623K +$11.1K +46 +2%
RFA
1042
Resurgent Financial Advisors
Georgia
$621K -$3.15K -13 -0.5%
NWAG
1043
Net Worth Advisory Group
Utah
$620K -$77.7K -321 -11%
KP
1044
Keel Point
Alabama
$619K -$3.39K -14 -0.5%
BOH
1045
Bank of Hawaii
Hawaii
$619K +$5.08K +21 +0.8%
KCIC
1046
Kuhn & Co Investment Counsel
Illinois
$618K -$726 -3 -0.1%
Luther King Capital Management (LKCM)
1047
Luther King Capital Management (LKCM)
Texas
$618K +$13.1K +54 +2%
RBFC
1048
Roman Butler Fullerton & Co
Missouri
$615K -$239K -987 -26%
IWM
1049
IHT Wealth Management
Illinois
$611K +$19.1K +79 +3%
CASB
1050
Cape Ann Savings Bank
Massachusetts
$607K +$614K +2,537 New