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Name Holding Trade Value Shares
Change
Change in
Stake
MFWP
726
Mosaic Family Wealth Partners
Missouri
$213K +$789 +4 +0.4%
KWM
727
Kiker Wealth Management
Georgia
$212K +$209K +1,057 +52,850%
ECM
728
Eisler Capital Management
United Kingdom
$212K +$209K +1,057 New
TCWA
729
Turtle Creek Wealth Advisors
Texas
$212K +$208K +1,056 New
IAIM
730
International Assets Investment Management
Florida
$211K
CIA
731
Choate Investment Advisors
Massachusetts
$211K -$4.93K -25 -2%
SI
732
Stephens Inc
Arkansas
$211K -$41.1K -208 -20%
MAWA
733
Moss Adams Wealth Advisors
Washington
$210K +$4.14K +21 +2%
GF
734
Gries Financial
Ohio
$210K -$17.4K -88 -8%
DWT
735
Dorsey & Whitney Trust
South Dakota
$207K -$8.09K -41 -4%
DADC
736
D.A. Davidson & Co
Montana
$207K -$2.37K -12 -1%
HH
737
Hilltop Holdings
Texas
$206K +$203K +1,029 New
OFO
738
OneAscent Family Office
Alabama
$206K -$7.7K -39 -4%
OWA
739
One Wealth Advisors
California
$206K -$6.51K -33 -3%
BIG
740
Brooklyn Investment Group
New York
$205K -$3.55K -18 -2%
3IP
741
3Chopt Investment Partners
Virginia
$205K
WMA
742
West Michigan Advisors
Michigan
$205K +$202K +1,023 New
CGL
743
Clarius Group LLC
Washington
$205K -$123K -623 -38%
RCM
744
Requisite Capital Management
Texas
$204K +$201K +1,017 New
OL
745
Optas LLC
Texas
$204K -$25.9K -131 -11%
Betterment LLC
746
Betterment LLC
New York
$203K +$200K +1,012 New
JSW
747
Journey Strategic Wealth
New Jersey
$201K +$198K +1,002 New
BHC
748
Bowen Hanes & Co
Florida
$200K
FCIM
749
Fairview Capital Investment Management
California
$200K
GIM
750
Goelzer Investment Management
Indiana
$200K