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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
651
KeyBank National Association
Ohio
$645K +$483K +3,979 New
FMI
652
Frec Markets Inc
California
$637K +$477K +3,933 New
ACA
653
Aptus Capital Advisors
Alabama
$629K -$62.3K -514 -12%
GWMR
654
GC Wealth Management RIA
Massachusetts
$627K +$19.5K +161 +4%
TFS
655
Thoroughbred Financial Services
Tennessee
$622K +$466K +3,840 New
JMBA
656
J. M. Brown & Associates
Oklahoma
$619K +$463K +3,817 New
BBL
657
Beck Bode LLC
Massachusetts
$619K -$132K -1,090 -22%
OAG
658
Oakmont Advisory Group
New Mexico
$617K -$306K -2,525 -40%
Luther King Capital Management (LKCM)
659
Luther King Capital Management (LKCM)
Texas
$614K -$24.1K -199 -5%
FCFC
660
First Commonwealth Financial Corp
Pennsylvania
$607K – – –
WA
661
Waverly Advisors
Alabama
$603K +$451K +3,718 New
CIM
662
Cambria Investment Management
California
$600K +$3.52K +29 +0.8%
JF
663
JMN Financial
Ohio
$598K -$72.3K -596 -14%
DC
664
Diametric Capital
Massachusetts
$597K +$446K +3,681 New
OWM
665
OneAscent Wealth Management
Alabama
$596K -$639K -5,271 -59%
CIAM
666
Caitong International Asset Management
Hong Kong
$595K +$444K +3,664 +73,280%
OIA
667
OneDigital Investment Advisors
Kansas
$592K -$3.27K -27 -0.7%
GT
668
Glenview Trust
Kentucky
$592K -$15.2K -125 -3%
RWM
669
Revisor Wealth Management
Ohio
$588K +$440K +3,625 New
BT
670
Banque Transatlantique
France
$587K -$223K -1,838 -34%
WWM
671
Waterway Wealth Management
Texas
$585K -$1.65M -13,639 -79%
BRWA
672
B. Riley Wealth Advisors
Florida
$584K +$20.5K +169 +5%
CC
673
Centiva Capital
New York
$582K +$435K +3,590 New
IAA
674
Independent Advisor Alliance
North Carolina
$579K +$34.8K +287 +9%
WA
675
Win Advisors
Florida
$576K +$431K +3,555 New