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Name Holding Trade Value Shares
Change
Change in
Stake
CMS
1201
Capital Market Strategies
Florida
$348K
TFM
1202
TFC Financial Management
Massachusetts
$346K
FC
1203
Forte Capital
New York
$345K
EWM
1204
Empirical Wealth Management
Washington
$342K -$32.6K -165 -8%
RP
1205
Rowlandmiller & Partners
Georgia
$339K
OFS
1206
OneAscent Financial Services
Alabama
$337K +$26.9K +136 +8%
ACI
1207
Alpha Cubed Investments
California
$335K -$18K -91 -5%
CA
1208
CGN Advisors
Kansas
$334K
CA
1209
Clearstead Advisors
Ohio
$333K +$36.8K +186 +12%
CI
1210
CX Institutional
Indiana
$332K +$25.7K +130 +8%
AC
1211
Apella Capital
Connecticut
$332K +$71.8K +363 +26%
IP
1212
Ignite Planners
California
$331K +$395 +2 +0.1%
TC
1213
Telemus Capital
Michigan
$331K +$13.2K +67 +4%
HHGA
1214
Halbert Hargrove Global Advisors
California
$331K +$55.7K +282 +19%
CA
1215
Cullinan Associates
Kentucky
$330K
BB
1216
Busey Bank
Illinois
$328K -$14.4K -73 -4%
WPC
1217
Wedmont Private Capital
Pennsylvania
$327K +$79.1K +400 +30%
IGWM
1218
ICA Group Wealth Management
Colorado
$327K +$378K +1,911 New
EH
1219
Equitable Holdings
New York
$326K +$791 +4 +0.2%
ST
1220
Smithfield Trust
Pennsylvania
$326K +$5.34K +27 +2%
HFM
1221
Harvest Fund Management
China
$325K -$158K -798 -32%
NRW
1222
Nova R Wealth
Kansas
$325K -$38.9K -197 -10%
FWIA
1223
Fort Washington Investment Advisors
Ohio
$324K +$48.8K +247 +17%
MC
1224
Machina Capital
France
$323K +$41.7K +211 +14%
WB
1225
West Bancorporation
Iowa
$322K -$1.98K -10 -0.6%