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Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
1076
First Citizens Bank & Trust
North Carolina
$473K +$48.2K +279 +11%
GFP
1077
Gryphon Financial Partners
Ohio
$469K +$2.42K +14 +0.5%
EI
1078
Ellevest Inc
New York
$469K -$19.4K -112 -4%
KC
1079
Kenfarb & Co
Kentucky
$466K
IFG
1080
Independent Financial Group
California
$463K -$34.2K -198 -7%
MWM
1081
Mission Wealth Management
California
$459K -$2.08K -12 -0.4%
SHFA
1082
SC&H Financial Advisors
Maryland
$459K -$864 -5 -0.2%
AF
1083
Allworth Financial
California
$456K -$3.11K -18 -0.7%
ICM
1084
IMS Capital Management
Oregon
$453K +$30.1K +174 +7%
IFS
1085
Ifrah Financial Services
Arkansas
$453K -$6.74K -39 -1%
TRIA
1086
Trail Ridge Investment Advisors
Colorado
$452K
KIA
1087
KCM Investment Advisors
California
$452K -$113K -651 -20%
FTWA
1088
Fifth Third Wealth Advisors
Ohio
$449K +$174K +1,006 +63%
CWA
1089
Consilium Wealth Advisory
Texas
$448K +$160K +926 +55%
OHIS
1090
Oak Harvest Investment Services
Texas
$447K +$449K +2,597 New
DA
1091
Dover Advisors
Virginia
$447K +$63.1K +365 +16%
PFPT
1092
Pinnacle Financial Partners (Tennessee)
Tennessee
$446K +$34.6K +200 +8%
NC
1093
NinePointTwo Capital
California
$445K
IFWM
1094
Institute for Wealth Management
Colorado
$445K -$43.7K -253 -9%
OFS
1095
OneAscent Financial Services
Alabama
$444K +$111K +640 +33%
CPIG
1096
Chicago Partners Investment Group
Illinois
$444K -$24.4K -141 -5%
FP
1097
Foundry Partners
Minnesota
$443K
RP
1098
Rowlandmiller & Partners
Georgia
$443K +$8.64K +50 +2%
ACM
1099
Arcataur Capital Management
Wisconsin
$442K +$444K +2,566 New
CF
1100
Centaurus Financial
California
$441K -$46.7K -270 -10%