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Name Holding Trade Value Shares
Change
Change in
Stake
IP
1201
Investment Partners
Ohio
$255K +$90 +1 +0%
OFS
1202
OneAscent Financial Services
Alabama
$255K +$246K +2,739 New
FPGK
1203
Financial Partners Group (Kansas)
Kansas
$253K -$22.4K -250 -8%
DOA
1204
D'Orazio & Associates
Virginia
$253K +$244K +2,721 New
BZWA
1205
Blue Zone Wealth Advisors
California
$253K – – –
CAG
1206
Csenge Advisory Group
Florida
$253K +$244K +2,720 New
ISWM
1207
Independent Solutions Wealth Management
New York
$252K +$244K +2,713 New
SB
1208
Simmons Bank
Arkansas
$252K -$37.6K -419 -13%
RWP
1209
RWA Wealth Partners
Massachusetts
$251K – – –
FBT
1210
First Bank & Trust
South Dakota
$250K -$21.7K -242 -8%
WKSWA
1211
White Knight Strategic Wealth Advisors
New Jersey
$248K +$239K +2,668 New
FTWA
1212
Fifth Third Wealth Advisors
Ohio
$247K +$238K +2,654 New
LWM
1213
Liberty Wealth Management
California
$247K +$240K +2,675 New
FWM
1214
FMB Wealth Management
California
$245K +$237K +2,638 New
DP
1215
Dearborn Partners
Illinois
$244K +$236K +2,628 New
CC
1216
Courier Capital
New York
$242K -$174K -1,940 -43%
EWM
1217
Empirical Wealth Management
Washington
$242K +$233K +2,598 New
USGIU
1218
U.S. Global Investors (USGI)
Texas
$240K +$159K +1,773 +219%
SC
1219
Sepio Capital
Utah
$240K +$232K +2,583 New
MFA
1220
Mayflower Financial Advisors
Massachusetts
$240K +$232K +2,580 New
LSA
1221
L & S Advisors
California
$240K +$231K +2,576 New
APWM
1222
Argonautica Private Wealth Management
Massachusetts
$239K -$66.2K -737 -22%
IAIM
1223
Industrial Alliance Investment Management
Quebec, Canada
$239K -$4.89M -54,485 -95%
HBCM
1224
Heron Bay Capital Management
Michigan
$238K +$229K +2,556 New
AWA
1225
Arete Wealth Advisors
Illinois
$237K +$229K +2,548 New