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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1051
One Wealth Advisors
California
$507K +$206K +638 +71%
CWM
1052
Cornerstone Wealth Management
Missouri
$507K -$4.19K -13 -0.8%
FIB
1053
First Interstate Bank
Montana
$507K -$4.83K -15 -1%
ALAM
1054
Asahi Life Asset Management
Japan
$506K -$6.45K -20 -1%
PAS
1055
Professional Advisory Services
Florida
$504K
EFM
1056
E Fund Management
China
$504K -$40.6K -126 -8%
MC
1057
Middleton & Co
Massachusetts
$504K
JWCA
1058
J.W. Coons Advisors
Ohio
$503K
OFS
1059
OneAscent Financial Services
Alabama
$502K -$710K -2,201 -59%
KP
1060
Keel Point
Alabama
$501K +$63.8K +198 +15%
WBG
1061
Wharton Business Group
Pennsylvania
$500K +$3.22K +10 +0.7%
HPM
1062
Hudson Portfolio Management
New York
$500K -$6.45K -20 -1%
CWS
1063
Confluence Wealth Services
Pennsylvania
$498K
SCM
1064
Shelton Capital Management
Colorado
$497K -$22.2K -69 -4%
PFA
1065
Pathway Financial Advisers
Indiana
$496K +$11K +34 +2%
AAF
1066
Andra AP-fonden
Sweden
$496K -$18M -55,800 -97%
CFAM
1067
Center For Asset Management
Florida
$495K +$580K +1,800 New
DIP
1068
Davis Investment Partners
North Carolina
$495K +$5.16K +16 +1%
NFA
1069
Northern Financial Advisors
Michigan
$495K +$240K +746 +99%
BFA
1070
Beaumont Financial Advisors
Massachusetts
$494K +$5.8K +18 +1%
DI
1071
Diligent Investors
California
$491K
LFA
1072
Legacy Financial Advisors
Kentucky
$490K +$26.4K +82 +6%
KAS
1073
KPP Advisory Services
Kentucky
$487K +$13.9K +43 +3%
SL
1074
Sentinus LLC
Illinois
$487K +$49K +152 +12%
AIA
1075
AssuredPartners Investment Advisors
Florida
$486K -$1.93K -6 -0.4%