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Name Holding Trade Value Shares
Change
Change in
Stake
IIA
1201
ICW Investment Advisors
Arizona
$405K +$45.1K +206 +14%
OFS
1202
OneAscent Financial Services
Alabama
$403K -$42.1K -192 -10%
CCA
1203
Column Capital Advisors
Indiana
$402K -$11.4K -52 -3%
DBT
1204
Dubuque Bank & Trust
Iowa
$402K -$1.53K -7 -0.4%
IIA
1205
Integral Investment Advisors
California
$402K +$361K +1,647 New
WPC
1206
Waters Parkerson & Co
Louisiana
$401K +$3.94K +18 +1%
9WM
1207
9258 Wealth Management
Ohio
$400K -$15.6K -71 -4%
NWA
1208
New World Advisors
Massachusetts
$400K
V
1209
VeraBank
Texas
$400K
CI
1210
CX Institutional
Indiana
$398K -$374K -1,706 -51%
FEM
1211
Fulcrum Equity Management
Texas
$398K -$7.67K -35 -2%
FIM
1212
Fernwood Investment Management
Massachusetts
$397K -$5.48K -25 -2%
HPWM
1213
Highland Private Wealth Management
Washington
$397K +$19.5K +89 +6%
BC
1214
Bartlett & Co
Ohio
$397K +$254K +1,161 +250%
ARG
1215
Advisory Resource Group
Oklahoma
$397K +$435K +1,988 New
BCWM
1216
Bartlett & Co Wealth Management
Ohio
$397K +$254K +1,161 +250%
RPC
1217
Rossmore Private Capital
Connecticut
$396K
TIA
1218
Tiemann Investment Advisors
California
$393K +$11K +50 +3%
IAA
1219
Independent Advisor Alliance
North Carolina
$392K +$88.3K +403 +34%
FFA
1220
Founders Financial Alliance
North Carolina
$392K +$120K +550 +52%
AS
1221
Altshuler Shaham
Israel
$391K +$216K +987 +160%
CA
1222
CoreCap Advisors
Michigan
$391K +$351K +1,603 New
HPCM
1223
Hunter Perkins Capital Management
Illinois
$390K +$350K +1,600 New
C
1224
CEDRUS
Colorado
$390K +$350K +1,598 New
SWM
1225
Stockman Wealth Management
Montana
$387K