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Name Holding Trade Value Shares
Change
Change in
Stake
UB
1076
Umpqua Bank
Oregon
$597K -$8.36K -23 -1%
UFF
1077
USA Financial Formulas
Michigan
$594K +$45.1K +124 +7%
OWA
1078
Octavia Wealth Advisors
Ohio
$592K -$48K -132 -7%
SBFM
1079
S-Bank Fund Management
Finland
$592K +$687K +1,891 New
MW
1080
MBL Wealth
North Carolina
$592K -$37.1K -102 -5%
RC
1081
Reik & Co
New York
$592K
WPW
1082
Warther Private Wealth
Ohio
$591K +$685K +1,886 New
BW
1083
BIP Wealth
Georgia
$590K +$28K +77 +4%
First Manhattan
1084
First Manhattan
New York
$587K -$213K -585 -24%
IIC
1085
Ironwood Investment Counsel
Arizona
$587K -$34.5K -95 -5%
AG
1086
Ascent Group
Virginia
$586K -$150K -413 -18%
WWC
1087
Waypoint Wealth Counsel
Georgia
$585K -$241K -662 -26%
KA
1088
Kintegral Advisory
New York
$585K
MA
1089
Mutual Advisors
Nebraska
$585K -$33.1K -91 -5%
WFC
1090
Western Financial Corp
California
$584K +$86.5K +238 +15%
HT
1091
Headlands Technologies
Illinois
$584K +$678K +1,866 New
LFA
1092
Laraway Financial Advisors
Minnesota
$582K
NWM
1093
Northwest Wealth Management
Iowa
$582K
SYBT
1094
Stock Yards Bank & Trust
Kentucky
$581K -$18.2K -50 -3%
GWM
1095
Geneos Wealth Management
Colorado
$579K +$21.1K +58 +3%
HA
1096
Hamel Associates
New Jersey
$579K -$7.63K -21 -1%
RCA
1097
Resonant Capital Advisors
Wisconsin
$575K +$179K +493 +37%
AWE
1098
Avidian Wealth Enterprises
Texas
$574K +$38.2K +105 +6%
MIM
1099
Montgomery Investment Management
Maryland
$573K
OAM
1100
Ostrum Asset Management
France
$570K +$149K +411 +29%