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Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1551
Regent Peak Wealth Advisors
Georgia
$232K +$66.1K +279 +33%
OWCM
1552
One Wealth Capital Management
Arizona
$231K +$267K +1,129 New
KWM
1553
Keebeck Wealth Management
Illinois
$231K -$30.1K -127 -10%
EWS
1554
Eagle Wealth Strategies
New Jersey
$231K +$68K +287 +34%
TB
1555
Terril Brothers
Missouri
$231K +$267K +1,125 New
PWPS
1556
Pinnacle Wealth Planning Services
Ohio
$230K -$29.1K -123 -10%
NB
1557
NBT Bank
New York
$230K -$151K -637 -36%
OIS
1558
OneAscent Investment Solutions
Alabama
$229K -$128K -542 -33%
OFS
1559
Orrstown Financial Services
Pennsylvania
$229K -$117K -493 -31%
BOM
1560
Bank of Marin
California
$229K -$33.2K -140 -11%
LPAM
1561
Lodestar Private Asset Management
California
$229K -$13.3K -56 -5%
CFSG
1562
Clark Financial Services Group
Missouri
$229K -$151K -636 -36%
LCM
1563
Legato Capital Management
California
$229K -$413K -1,743 -61%
PB
1564
Pinnacle Bancorp
Nebraska
$229K +$35.5K +150 +16%
WFI
1565
West Family Investments
California
$227K +$42.2K +178 +19%
DWM
1566
Daner Wealth Management
Georgia
$226K +$198K +836 New
OL
1567
OneFund LLC
Florida
$226K -$11.8K -50 -4%
Verition Fund Management
1568
Verition Fund Management
Connecticut
$225K -$399K -1,685 -61%
MNBTD
1569
Moody National Bank Trust Division
Texas
$225K -$60.6K -256 -19%
BONH
1570
Bank of New Hampshire
New Hampshire
$225K +$10.4K +44 +4%
Pzena Investment Management
1571
Pzena Investment Management
New York
$224K +$19.9K +84 +8%
SEIA
1572
Signature Estate & Investment Advisors
California
$224K -$128K -542 -33%
GAMA
1573
Graticule Asia Macro Advisors
New York
$223K +$258K +1,089 New
JWM
1574
Jeppson Wealth Management
California
$221K -$68.5K -289 -21%
TWP
1575
Triad Wealth Partners
Kansas
$221K -$19.2K -81 -8%