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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
651
OneAscent Financial Services
Alabama
$584K -$73.4K -891 -12%
DIP
652
Davis Investment Partners
North Carolina
$582K +$580K +7,044 New
HAI
653
Hennessy Advisors Inc
California
$574K
CAG
654
Crestwood Advisors Group
Massachusetts
$571K +$1.4K +17 +0.3%
CFO
655
Callan Family Office
Pennsylvania
$564K -$521K -6,326 -49%
MNBTD
656
Moody National Bank Trust Division
Texas
$564K
CAU
657
Caxton Associates (UK)
$558K +$537K +6,526 New
SIC
658
Sterling Investment Counsel
New York
$557K +$35.4K +430 +7%
TCM
659
Twin Capital Management
Pennsylvania
$557K -$6.18K -75 -1%
GS
660
GWN Securities
Florida
$555K +$534K +6,479 New
WIA
661
World Investment Advisors
California
$553K +$36.2K +439 +7%
OC
662
Oppenheimer & Co
New York
$549K -$173K -2,100 -25%
EWA
663
EverSource Wealth Advisors
Alabama
$546K +$104K +1,261 +25%
TWM
664
Thrive Wealth Management
Pennsylvania
$545K -$130K -1,575 -20%
ACM
665
AlphaStar Capital Management
North Carolina
$545K -$71.5K -868 -12%
MSCM
666
McElhenny Sheffield Capital Management
Texas
$543K +$523K +6,357 New
CCA
667
Childress Capital Advisors
Texas
$543K +$18.3K +222 +4%
TCM
668
Teza Capital Management
Illinois
$543K +$523K +6,349 New
MWM
669
Manske Wealth Management
Texas
$541K +$5.76K +70 +1%
KeyBank National Association
670
KeyBank National Association
Ohio
$540K -$12.2K -148 -2%
HPC
671
HM Payson & Co
Maine
$540K +$167K +2,022 +47%
Group One Trading
672
Group One Trading
Illinois
$536K -$1.42M -17,278 -73%
SW
673
StrongBox Wealth
Missouri
$534K
AW
674
Alteri Wealth
California
$531K +$51K +619 +11%
FCM
675
Fieldview Capital Management
Michigan
$522K +$503K +6,108 New