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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Scissortail Wealth Management
Oklahoma
$6.29M -$3.03M -11,073 -36%
ISB
502
Iowa State Bank
Iowa
$6.28M -$656K -2,400 -11%
CA
503
Callahan Advisors
Texas
$6.28M +$213K +779 +4%
ONGA
504
O'Neil Global Advisors
California
$6.25M +$5.47M +20,000 New
HFM
505
Hartford Financial Management
Connecticut
$6.25M
PFS
506
Prospera Financial Services
Texas
$6.25M +$89.7K +328 +2%
MAM
507
Mystic Asset Management
Rhode Island
$6.24M +$108K +394 +2%
FT
508
Fiduciary Trust
Massachusetts
$6.23M +$976K +3,569 +22%
SP
509
Stonebrook Private
Michigan
$6.14M +$374K +1,369 +7%
AAS
510
Avantax Advisory Services
Texas
$6.1M +$1.54M +5,634 +41%
TRCT
511
Tower Research Capital (TRC)
New York
$6.05M -$8.26M -30,198 -61%
SCA
512
Stonebridge Capital Advisors
Minnesota
$6.04M -$149K -546 -3%
MFG
513
Merit Financial Group
Georgia
$6.02M +$3.34M +12,206 +186%
SAM
514
Strategy Asset Managers
California
$6M +$30.6K +112 +0.6%
FTWA
515
Fifth Third Wealth Advisors
Ohio
$5.95M +$1.55M +5,668 +42%
DWM
516
Dakota Wealth Management
Florida
$5.94M -$75.2K -275 -1%
H
517
HoyleCohen
California
$5.89M +$330K +1,207 +7%
SIC
518
Schwartz Investment Counsel
Michigan
$5.89M
EWA
519
EP Wealth Advisors
California
$5.89M +$218K +798 +4%
WCM
520
Windward Capital Management
California
$5.87M -$89.1K -326 -2%
LFP
521
Leeward Financial Partners
Washington
$5.75M +$276K +1,011 +6%
SW
522
StrongBox Wealth
Missouri
$5.74M -$329K -1,204 -6%
PCM
523
Pinnbrook Capital Management
New York
$5.73M -$12.1M -44,416 -71%
PGAM
524
Princeton Global Asset Management
New Jersey
$5.72M -$134K -490 -3%
ATC
525
Argent Trust Co
Tennessee
$5.71M +$41.3K +151 +0.8%