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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
576
Oakmont Investment Advisors
Pennsylvania
$242K +$247K +4,000 New
SIG
577
Sargent Investment Group
Maryland
$242K +$247K +4,000 New
Luther King Capital Management (LKCM)
578
Luther King Capital Management (LKCM)
Texas
$241K -$3.4K -55 -1%
SWP
579
Sagespring Wealth Partners
Tennessee
$240K -$13K -210 -5%
WANY
580
Wealthspire Advisors (New York)
New York
$239K +$147K +2,378 +151%
GI
581
GAMCO Investors
Connecticut
$239K – – –
Fifth Third Bancorp
582
Fifth Third Bancorp
Ohio
$238K +$927 +15 +0.4%
WSFS
583
Wilmington Savings Fund Society
Delaware
$238K +$46K +745 +23%
CAI
584
Capital Advisors Inc
Oklahoma
$237K – – –
OFO
585
OneAscent Family Office
Alabama
$236K +$241K +3,900 New
MA
586
MONECO Advisors
Connecticut
$236K -$66.9K -1,083 -22%
WIA
587
World Investment Advisors
California
$235K -$14.3K -232 -6%
MGP
588
Metis Global Partners
California
$232K +$237K +3,832 New
TAFW
589
Tred Avon Family Wealth
Maryland
$231K -$89.6K -1,450 -28%
JWCA
590
J.W. Cole Advisors
Florida
$228K +$679 +11 +0.3%
IQI
591
Integrated Quantitative Investments
Washington
$228K +$233K +3,766 New
EH
592
Equitable Holdings
New York
$227K +$1.3K +21 +0.6%
FCFC
593
First Commonwealth Financial Corp
Pennsylvania
$226K – – –
GWMR
594
GC Wealth Management RIA
Massachusetts
$224K – – –
CI
595
Cigna Investments
Connecticut
$222K – – –
RF
596
RHS Financial
California
$222K +$227K +3,670 New
GT
597
Glenview Trust
Kentucky
$221K – – –
OAM
598
Ostrum Asset Management
France
$218K +$223K +3,604 New
SW
599
SVB Wealth
Massachusetts
$217K -$28.7K -465 -11%
WA
600
Waverly Advisors
Alabama
$217K +$222K +3,596 New