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Name Holding Trade Value Shares
Change
Change in
Stake
OFO
876
OneAscent Family Office
Alabama
$225K -$11.4K -139 -5%
RFN
877
RDA Financial Network
Iowa
$223K -$11.2K -136 -5%
CCM
878
Chilton Capital Management
Texas
$222K
B
879
Bailard
California
$222K +$214K +2,599 New
AA
880
Argent Advisors
Louisiana
$221K +$213K +2,588 New
MMPW
881
Mitchell McLeod Pugh & Williams
Alabama
$219K +$211K +2,563 New
MSF
882
Mustard Seed Financial
Arkansas
$219K +$211K +2,562 New
AWE
883
Avidian Wealth Enterprises
Texas
$219K +$211K +2,561 New
AFT
884
Alpha Family Trust
California
$219K +$211K +2,560 New
TWM
885
Trueblood Wealth Management
Ohio
$218K +$210K +2,555 New
BF
886
BOK Financial
Oklahoma
$217K -$124K -1,506 -37%
TWPM
887
Total Wealth Planning & Management
Florida
$217K +$209K +2,534 New
WS
888
Wedbush Securities
California
$216K +$208K +2,530 New
SFC
889
SYM Financial Corp
Indiana
$216K +$208K +2,522 New
TLP
890
Trinity Legacy Partners
Texas
$215K -$12.5K -152 -5%
FA
891
Fiduciary Alliance
South Carolina
$214K +$206K +2,505 New
WIM
892
Westside Investment Management
California
$214K
FFA
893
Founders Financial Alliance
North Carolina
$214K +$206K +2,501 New
CI
894
CX Institutional
Indiana
$213K +$205K +2,493 New
BWM
895
Baron Wealth Management
Michigan
$209K -$23.1K -281 -10%
WI
896
WrapManager Inc
California
$208K -$47.6K -578 -19%
WT
897
Whittier Trust
California
$208K +$9.55K +116 +5%
NWAG
898
Net Worth Advisory Group
Utah
$207K -$25.2K -306 -11%
1WA
899
180 Wealth Advisors
Washington
$207K +$199K +2,416 New
SCM
900
Shelton Capital Management
Colorado
$206K +$199K +2,414 New