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Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
751
BOK Financial Private Wealth
Colorado
$337K +$872 +4 +0.3%
CFB
752
Cullen/Frost Bankers
Texas
$337K – – –
FC
753
Farringdon Capital
United Kingdom
$336K -$2.24M -10,303 -87%
HCM
754
Hengehold Capital Management
Ohio
$335K +$218 +1 +0.1%
OFG
755
Oxford Financial Group
Indiana
$334K – – –
NICM
756
Neo Ivy Capital Management
New York
$334K +$324K +1,487 New
NB
757
NBT Bank
New York
$333K -$3.92K -18 -1%
OAM
758
Ostrum Asset Management
France
$332K +$147K +675 +84%
1C
759
111 Capital
France
$331K +$321K +1,474 New
PF
760
Phoenix Financial
Israel
$330K +$25.3K +116 +9%
MM
761
MQS Management
New York
$329K +$319K +1,466 New
B
762
Bailard
California
$326K +$6.32K +29 +2%
OIAM
763
OFI Invest Asset Management
France
$325K +$361K +1,659 New
BIM
764
Baldwin Investment Management
Pennsylvania
$325K – – –
CPW
765
Cove Private Wealth
New York
$325K +$316K +1,450 New
GIM
766
Goelzer Investment Management
Indiana
$325K -$173K -796 -35%
BTI
767
Blue Trust Inc
Georgia
$324K +$26.4K +121 +9%
PPF
768
PFA Pension Forsikringsaktieselskab
$320K -$27M -124,047 -99%
EI
769
Ellevest Inc
New York
$319K +$50.3K +231 +19%
TCA
770
Transcend Capital Advisors
New Jersey
$318K +$24K +110 +8%
JF
771
JMN Financial
Ohio
$318K -$57.5K -264 -16%
PPWP
772
Premier Path Wealth Partners
New Jersey
$314K -$2.18K -10 -0.7%
FMWA
773
Forvis Mazars Wealth Advisors
Missouri
$313K +$304K +1,397 New
PWA
774
Prairie Wealth Advisors
Nebraska
$310K – – –
GRP
775
Global Retirement Partners
California
$309K +$300K +1,376 New