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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
451
One Capital Management
California
$249K
OWA
452
One Wealth Advisors
California
$248K -$16.9K -35 -7%
FCAS
453
First Command Advisory Services
Texas
$247K
CAM
454
Claret Asset Management
Quebec, Canada
$247K -$3.38K -7 -1%
ACA
455
Aptus Capital Advisors
Alabama
$243K -$324K -671 -58%
Skandinaviska Enskilda Banken (SEB)
456
Skandinaviska Enskilda Banken (SEB)
Sweden
$241K +$233K +483 New
SCM
457
Stonehearth Capital Management
Massachusetts
$240K +$4.83K +10 +2%
CAG
458
Csenge Advisory Group
Florida
$240K -$6.28K -13 -3%
HBS
459
Howard Bailey Securities
Indiana
$235K +$1.45K +3 +0.6%
HWM
460
HB Wealth Management
Georgia
$235K +$228K +471 New
CP
461
Castleview Partners
Texas
$232K +$8.7K +18 +4%
GM
462
GeoWealth Management
Illinois
$232K +$12.1K +25 +6%
BHIA
463
Birch Hill Investment Advisors
Massachusetts
$224K
LCWP
464
Legacy Capital Wealth Partners
Arkansas
$223K +$1.45K +3 +0.7%
I
465
InceptionR
California
$223K +$216K +447 New
AFCM
466
Applied Finance Capital Management
Puerto Rico
$222K -$31.4K -65 -13%
MSRI
467
Michael S. Ryan Inc
New York
$222K +$5.32K +11 +3%
MAP
468
Moody Aldrich Partners
Massachusetts
$220K -$483 -1 -0.2%
AIM
469
Anchor Investment Management
South Carolina
$220K
CPBTD
470
Central Pacific Bank - Trust Division
Hawaii
$220K +$29.5K +61 +16%
AFG
471
Atomi Financial Group
New York
$219K +$212K +439 New
UF
472
Univest Financial
Pennsylvania
$217K
WPC
473
Wedmont Private Capital
Pennsylvania
$216K +$198K +410 New
AF
474
Allworth Financial
California
$215K +$58.5K +121 +39%
SWM
475
Spire Wealth Management
Virginia
$214K -$5.8K -12 -3%