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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2226
One Wealth Advisors
California
$405K +$98K +855 +32%
ALAM
2227
Asahi Life Asset Management
Japan
$405K -$22.9K -200 -5%
ACS
2228
Archford Capital Strategies
Illinois
$404K +$35.4K +309 +10%
HBW
2229
Hazlett, Burt & Watson
West Virginia
$404K +$9.63K +84 +2%
CPBTD
2230
Central Pacific Bank - Trust Division
Hawaii
$404K +$413K +3,602 New
FAG
2231
Financial Advisory Group
Texas
$403K – – –
EWM
2232
Evermay Wealth Management
Virginia
$403K +$13.4K +117 +3%
COCM
2233
Charter Oak Capital Management
New Hampshire
$403K +$6.08K +53 +2%
AGP
2234
Autumn Glory Partners
Texas
$401K – – –
PIMG
2235
Patriot Investment Management Group
Tennessee
$400K -$4.58K -40 -1%
SSA
2236
Sierra Summit Advisors
Nevada
$398K -$37.1K -324 -8%
OL
2237
Optas LLC
Texas
$398K +$12K +105 +3%
LPAM
2238
Lodestar Private Asset Management
California
$398K -$3.44K -30 -0.9%
NIA
2239
NIA Impact Advisors
California
$398K +$401K +3,497 New
CSA
2240
Cottage Street Advisors
Massachusetts
$397K +$30.6K +267 +8%
SAW
2241
Signal Advisors Wealth
Michigan
$397K +$112K +976 +39%
TWM
2242
Thrive Wealth Management
Pennsylvania
$396K +$33.4K +291 +9%
CUAMC
2243
China Universal Asset Management Company
China
$396K +$400K +3,486 New
PBK
2244
Peoples Bank (Kansas)
Kansas
$395K -$1.15K -10 -0.3%
CCG
2245
Coastwise Capital Group
California
$395K -$59.6K -520 -13%
AF
2246
Affiance Financial
Minnesota
$394K – – –
Country Trust Bank
2247
Country Trust Bank
Illinois
$393K -$2.52K -22 -0.6%
ODIJL
2248
One Day In July LLC
Vermont
$393K +$118K +1,033 +43%
RA
2249
Riversedge Advisors
Delaware
$392K -$128K -1,114 -24%
SIC
2250
Sigma Investment Counselors
Michigan
$392K +$25.8K +225 +7%