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Name Holding Trade Value Shares
Change
Change in
Stake
CPO
1151
Cerity Partners OCIO
New York
$274K +$13.8K +93 +5%
OWM
1152
OneAscent Wealth Management
Alabama
$274K +$20.6K +139 +8%
EWM
1153
Empirical Wealth Management
Washington
$273K +$9.18K +62 +3%
PGIM
1154
Pacific Global Investment Management
California
$273K -$1.92K -13 -0.7%
IIA
1155
ICW Investment Advisors
Arizona
$272K +$5.33K +36 +2%
TFM
1156
TFC Financial Management
Massachusetts
$271K -$58.5K -395 -18%
IIM
1157
Ipswich Investment Management
Massachusetts
$271K +$5.92K +40 +2%
ECG
1158
Edge Capital Group
Georgia
$271K +$198K +1,341 +265%
FBB
1159
Fulton Breakefield Broenniman
Maryland
$270K +$740 +5 +0.3%
NRW
1160
Nova R Wealth
Kansas
$270K +$6.51K +44 +2%
CWP
1161
Curated Wealth Partners
California
$269K
FCM
1162
Fourpath Capital Management
Oklahoma
$267K -$30.8K -208 -10%
NICM
1163
Neo Ivy Capital Management
New York
$267K +$270K +1,824 New
SIA
1164
Schear Investment Advisers
Ohio
$266K +$269K +1,815 New
IAIM
1165
International Assets Investment Management
Florida
$266K +$53.7K +363 +25%
FW
1166
FirstPurpose Wealth
Utah
$265K +$12.3K +83 +5%
PFBT
1167
Parkside Financial Bank & Trust
Missouri
$265K -$15.4K -104 -5%
VFA
1168
Values First Advisors
Tennessee
$264K +$15.4K +104 +6%
GCMG
1169
Gyroscope Capital Management Group
Florida
$264K +$266K +1,800 New
CA
1170
CGN Advisors
Kansas
$264K -$1.48K -10 -0.6%
CWM
1171
Cahill Wealth Management
Michigan
$263K +$24.7K +167 +12%
AFG
1172
Albion Financial Group
Utah
$261K -$14.2K -96 -5%
ONST
1173
Old North State Trust
North Carolina
$260K +$7.99K +54 +3%
CC
1174
Courier Capital
New York
$257K -$22.5K -152 -8%
BB
1175
Busey Bank
Illinois
$257K +$2.22K +15 +0.9%