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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1051
Gilbert & Cook
Iowa
$527K +$1.47K +57 +0.3%
OWA
1052
One Wealth Advisors
California
$527K +$554K +21,476 New
PCMN
1053
Paradigm Capital Management (Nevada)
Nevada
$527K +$554K +21,483 New
OFS
1054
OneAscent Financial Services
Alabama
$526K -$28.8K -1,115 -5%
MWM
1055
Modern Wealth Management
Kansas
$525K +$56.3K +2,181 +11%
CWS
1056
Cypress Wealth Services
California
$522K -$130K -5,033 -19%
LSA
1057
Leonteq Securities AG
Switzerland
$521K +$161K +6,248 +42%
PCIA
1058
Prime Capital Investment Advisors
Kansas
$521K -$120K -4,654 -18%
FNBOO
1059
First National Bank of Omaha
Nebraska
$517K -$87.8K -3,404 -14%
AUB
1060
Atlantic Union Bankshares
Virginia
$515K -$595K -23,044 -52%
EWA
1061
EverSource Wealth Advisors
Alabama
$515K -$122K -4,740 -18%
BG
1062
Bahl & Gaynor
Ohio
$515K -$25.8K -1,000 -5%
PSB
1063
Piscataqua Savings Bank
New Hampshire
$513K -$2.32K -90 -0.4%
ALAM
1064
Asahi Life Asset Management
Japan
$513K +$119K +4,601 +28%
Financial Engines Advisors
1065
Financial Engines Advisors
California
$512K -$159K -6,180 -23%
AAB
1066
ABN AMRO Bank
Netherlands
$512K +$20.9K +810 +4%
NG
1067
Novem Group
New York
$506K -$56.3K -2,180 -10%
AHL
1068
Abel Hall LLC
Louisiana
$505K +$148K +5,734 +39%
LAM
1069
L2 Asset Management
Massachusetts
$501K +$4.08K +158 +0.8%
CCIA
1070
Campbell & Co Investment Adviser
Maryland
$499K -$262K -10,141 -33%
CSP
1071
Cary Street Partners
Virginia
$498K +$40.1K +1,552 +8%
AFP
1072
Ausdal Financial Partners
Iowa
$498K -$26.4K -1,023 -5%
RGC
1073
Roberts, Glore & Co
Illinois
$498K +$77.9K +3,019 +17%
BC
1074
Burney Company
Virginia
$498K -$49.5K -1,920 -9%
FCH
1075
Freestone Capital Holdings
Washington
$496K -$192K -7,426 -27%