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Name Holding Trade Value Shares
Change
Change in
Stake
SW
1651
SkyOak Wealth
Michigan
$413K +$6.57K +168 +2%
AO
1652
Advisor OS
Illinois
$412K -$7.63K -195 -2%
MSR
1653
Main Street Research
Connecticut
$409K -$66.9K -1,710 -14%
HTIM
1654
Harbour Trust & Investment Management
Indiana
$407K -$262K -6,707 -39%
GAG
1655
GM Advisory Group
New York
$407K -$49.1K -1,256 -11%
EHAM
1656
Eagle Harbor Asset Management
Washington
$406K
AMBIA
1657
Allen Mooney & Barnes Investment Advisors
Georgia
$406K -$39.1K -998 -9%
OL
1658
OneFund LLC
Florida
$406K +$3.72K +95 +0.9%
EB
1659
Eastern Bank
Massachusetts
$405K -$52.6K -1,345 -12%
FAIM
1660
Financial Advocates Investment Management
Washington
$403K +$12.1K +308 +3%
FCM
1661
Fourpath Capital Management
Oklahoma
$402K -$59.6K -1,522 -13%
VIM
1662
VELA Investment Management
Ohio
$402K
OFW
1663
Omnia Family Wealth
Florida
$400K +$24.9K +636 +7%
RFG
1664
RFP Financial Group
Georgia
$400K +$24.7K +631 +7%
PCM
1665
Pointe Capital Management
Michigan
$399K -$13.6K -348 -3%
MPW
1666
Monterey Private Wealth
California
$399K +$64K +1,635 +19%
EARNEST Partners
1667
EARNEST Partners
Georgia
$398K -$42.9K -1,095 -10%
ZIG
1668
Zullo Investment Group
Pennsylvania
$398K -$15.1K -385 -4%
PIP
1669
Peachtree Investment Partners
Florida
$396K -$67.1K -1,715 -15%
OWA
1670
One Wealth Advisors
California
$394K +$7.47K +191 +2%
TA
1671
TFB Advisors
Kansas
$393K +$11.4K +292 +3%
WCM Investment Management
1672
WCM Investment Management
California
$392K +$182K +4,650 +83%
BO
1673
Bank OZK
Arkansas
$391K +$352 +9 +0.1%
TA
1674
TFG Advisers
Michigan
$391K +$41.9K +1,070 +12%
AC
1675
Allstate Corporation
Illinois
$391K -$146K -3,743 -27%