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Name Holding Trade Value Shares
Change
Change in
Stake
OC
801
Oakworth Capital
Alabama
$898K
HIA
802
Harbor Investment Advisory
Maryland
$896K +$51.7K +183 +6%
TBA
803
Tower Bridge Advisors
Pennsylvania
$892K +$143K +507 +19%
CCA
804
Checchi Capital Advisers
California
$886K -$565 -2 -0.1%
FNA
805
First National Advisers
Nebraska
$883K +$67K +237 +8%
CFG
806
Cooper Financial Group
California
$881K -$65.5K -232 -7%
DFA
807
Delta Financial Advisors
Louisiana
$877K -$9.89K -35 -1%
TPI
808
Trust Point Inc
Wisconsin
$863K -$2.54K -9 -0.3%
DT
809
Diversified Trust
Tennessee
$859K -$148K -523 -14%
DEA
810
DoubleLine ETF Adviser
Florida
$858K -$110K -389 -11%
GIM
811
Generali Investments Management
Slovenia
$848K
KFS
812
Keynote Financial Services
Connecticut
$847K +$4.24K +15 +0.5%
TCA
813
Transcend Capital Advisors
New Jersey
$846K -$284K -1,006 -25%
PCS
814
Personal CFO Solutions
New Jersey
$837K -$73.2K -259 -8%
PCG
815
Prosperity Consulting Group
Maryland
$834K +$90.1K +319 +12%
SWP
816
Sagespring Wealth Partners
Tennessee
$833K +$89.8K +318 +12%
CAG
817
Crestwood Advisors Group
Massachusetts
$829K +$154K +546 +22%
CP
818
CenterBook Partners
Connecticut
$828K +$77.1K +273 +10%
LOAMS
819
Lombard Odier Asset Management (Switzerland)
Switzerland
$827K +$14.4K +51 +2%
SDIC
820
South Dakota Investment Council
South Dakota
$822K +$407K +1,440 +94%
ICM
821
Islay Capital Management
Texas
$822K +$842K +2,981 New
DWM
822
Drive Wealth Management
Utah
$820K +$303K +1,074 +57%
FCP
823
Fidelis Capital Partners
Florida
$820K +$4.52K +16 +0.5%
SWA
824
Shah Wealth Advisors
California
$819K +$840K +2,972 New
CNBOF
825
City National Bank of Florida
Florida
$817K +$149K +526 +22%