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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
876
OneDigital Investment Advisors
Kansas
$468K -$11.1K -3 -2%
LCWP
877
Legacy Capital Wealth Partners
Arkansas
$464K +$40.5K +11 +10%
WT
878
Whittier Trust
California
$464K +$3.69K +1 +0.8%
MCM
879
Monument Capital Management
Virginia
$460K -$3.69K -1 -0.8%
CS
880
Capital Square
Tennessee
$459K +$33.2K +9 +8%
SWM
881
Shepherd Wealth Management
Ohio
$456K +$413K +112 New
CAU
882
Caxton Associates (UK)
$453K -$1.17M -317 -72%
AIA
883
AssuredPartners Investment Advisors
Florida
$453K -$162K -44 -27%
MWM
884
Modern Wealth Management
Kansas
$453K +$3.69K +1 +0.8%
MWM
885
Mission Wealth Management
California
$449K +$40.5K +11 +10%
RAM
886
Riggs Asset Management
Pennsylvania
$445K – – –
CFO
887
CVA Family Office
Colorado
$445K +$3.69K +1 +0.8%
DWA
888
Delap Wealth Advisory
Oregon
$442K – – –
SEA
889
Stegent Equity Advisors
Texas
$442K +$22.1K +6 +5%
GKFF
890
George Kaiser Family Foundation
Oklahoma
$442K +$129K +35 +42%
AO
891
Advisor OS
Illinois
$438K -$11.1K -3 -2%
WBC
892
Westpac Banking Corp
Australia
$438K +$11.1K +3 +3%
KP
893
Keel Point
Alabama
$438K +$59K +16 +16%
JCIA
894
Jackson Creek Investment Advisors
Colorado
$438K -$7.37K -2 -2%
FFM
895
Forum Financial Management
Illinois
$435K -$44.2K -12 -9%
FWIA
896
Fort Washington Investment Advisors
Ohio
$434K – – –
PCM
897
Polymer Capital Management
New York
$434K +$95.8K +26 +29%
GC
898
Grimes & Company
Massachusetts
$427K +$29.5K +8 +7%
PTC
899
Philadelphia Trust Company
Pennsylvania
$427K – – –
PS
900
Principal Securities
Iowa
$427K -$25.8K -7 -6%
34 35
36
37 38