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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1201
Essex Financial Services
Connecticut
$322K -$117K -679 -27%
Empower Advisory Group
1202
Empower Advisory Group
Colorado
$322K -$24.2K -140 -7%
PFBT
1203
Parkside Financial Bank & Trust
Missouri
$322K +$1.9K +11 +0.6%
OCM
1204
One Capital Management
California
$322K -$65K -376 -17%
BOPW
1205
Brandywine Oak Private Wealth
Pennsylvania
$321K
TFM
1206
TFC Financial Management
Massachusetts
$320K +$173 +1 +0.1%
IIM
1207
Ipswich Investment Management
Massachusetts
$318K
FIM
1208
Freedom Investment Management
Connecticut
$317K +$319K +1,843 New
VFA
1209
Values First Advisors
Tennessee
$316K -$10.7K -62 -3%
ONST
1210
Old North State Trust
North Carolina
$314K -$11.4K -66 -3%
AC
1211
Avestar Capital
New York
$312K +$26.1K +151 +9%
EH
1212
Equitable Holdings
New York
$312K +$93.4K +540 +42%
JHCP
1213
Jackson Hole Capital Partners
Oklahoma
$312K
GA
1214
Geller Advisors
New York
$311K -$37.3K -216 -11%
MCM
1215
Manchester Capital Management
Vermont
$310K +$44.6K +258 +17%
MSS
1216
Mitchell Sinkler & Starr
Pennsylvania
$308K
PA
1217
Probity Advisors
Texas
$308K +$309K +1,790 New
OWM
1218
OneAscent Wealth Management
Alabama
$307K -$2.77K -16 -0.9%
CCMG
1219
Clark Capital Management Group
Pennsylvania
$307K +$15K +87 +5%
CWP
1220
Curated Wealth Partners
California
$307K
AFG
1221
Albion Financial Group
Utah
$306K
AWA
1222
Arete Wealth Advisors
Illinois
$306K -$38.9K -225 -11%
FFA
1223
Founders Financial Alliance
North Carolina
$306K +$54.5K +315 +22%
MPPLM
1224
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$304K +$55K +318 +22%
RCM
1225
RB Capital Management
Nevada
$304K -$7.26K -42 -2%