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Name Holding Trade Value Shares
Change
Change in
Stake
OF
1251
Optimize Financial
California
$231K +$245K +984 New
SCM
1252
Schnieders Capital Management
California
$230K -$7.71K -31 -3%
EH
1253
Equitable Holdings
New York
$229K +$25.6K +103 +12%
OC
1254
Oakworth Capital
Alabama
$229K – – –
SPWM
1255
Spartan Planning & Wealth Management
North Carolina
$228K +$242K +975 New
HI
1256
Harbour Investments
Wisconsin
$228K -$20.1K -81 -8%
LAM
1257
L2 Asset Management
Massachusetts
$228K -$10.2K -41 -4%
LF
1258
Lantz Financial
Illinois
$226K +$41.3K +166 +21%
DJSG
1259
D.J. St. Germain
Massachusetts
$224K – – –
CA
1260
CSM Advisors
Pennsylvania
$222K +$234K +942 New
VAM
1261
Verity Asset Management
North Carolina
$222K – – –
SIA
1262
Soltis Investment Advisors
Utah
$222K -$994 -4 -0.4%
WPP
1263
Whalerock Point Partners
Rhode Island
$221K – – –
ZB
1264
Zions Bancorporation
Utah
$221K +$210K +844 +844%
NRS
1265
Neville Rodie & Shaw
New York
$221K – – –
LDB
1266
Lee, Danner & Bass
Tennessee
$220K -$5.97K -24 -2%
QWP
1267
Quotient Wealth Partners
Texas
$220K +$249 +1 +0.1%
FA
1268
Faithward Advisors
Pennsylvania
$220K -$1.99K -8 -0.8%
AA
1269
Apriem Advisors
California
$220K -$6.21K -25 -3%
BEAM
1270
Baker Ellis Asset Management
Washington
$219K +$233K +936 New
GF
1271
Gries Financial
Ohio
$218K -$12.7K -51 -5%
WFA
1272
Wellspring Financial Advisors
Ohio
$217K -$3.48K -14 -1%
SB
1273
Strategic Blueprint
Georgia
$217K -$97.2K -391 -30%
SQA
1274
Simon Quick Advisors
New Jersey
$217K +$230K +925 New
OWCM
1275
One Wealth Capital Management
Arizona
$217K +$230K +924 New