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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
3526
OneAscent Wealth Management
Alabama
$494K -$171K -1,366 -23%
BA
3527
Ballew Advisors
Mississippi
$494K +$10.4K +83 +2%
HCA
3528
Hyperion Capital Advisors
New York
$493K
MWC
3529
MBM Wealth Consultants
Missouri
$492K -$81.5K -651 -12%
CFA
3530
Camarda Financial Advisors
Florida
$492K -$60.7K -485 -9%
HFS
3531
Horizon Financial Services
North Carolina
$491K
WAM
3532
Walker Asset Management
Missouri
$491K +$146K +1,165 +34%
SCS
3533
Syquant Capital SAS
France
$489K -$50.1K -400 -8%
PGH
3534
Partners Group Holding
Switzerland
$489K +$65.1K +520 +13%
PRC
3535
Pearl River Capital
Michigan
$489K +$576K +4,607 New
RWM
3536
Reston Wealth Management
Virginia
$488K -$43.2K -345 -7%
MWM
3537
McNaughton Wealth Management
California
$488K +$213K +1,699 +59%
E
3538
Ergoteles
New York
$486K -$2.23M -17,824 -80%
BC
3539
Bowman & Company
Wisconsin
$485K +$38.2K +305 +7%
AIM
3540
Axiom Investment Management
New York
$484K +$230K +1,836 +68%
SIC
3541
Samalin Investment Counsel
New York
$482K -$19.9K -159 -3%
SA
3542
Shilanski & Associates
Alaska
$482K -$4.75K -38 -0.8%
MC
3543
Merlin Capital
Rhode Island
$482K +$12.5K +100 +2%
WA
3544
Wambolt & Associates
Colorado
$480K +$47.6K +380 +9%
CWA
3545
Clearview Wealth Advisors
Oregon
$478K +$15K +120 +3%
OFP
3546
OLIO Financial Planning
Virginia
$477K -$8.88K -71 -2%
AA
3547
Alesco Advisors
New York
$476K +$10K +80 +2%
IDA
3548
Intelligence Driven Advisers
California
$476K +$57.7K +461 +12%
E
3549
ETFidea
New York
$474K +$13.4K +107 +2%
MAM
3550
MMA Asset Management
Pennsylvania
$474K