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Name Holding Trade Value Shares
Change
Change in
Stake
TLFA
651
True Link Financial Advisors
California
$349K – – –
AA
652
Armis Advisers
Georgia
$348K -$6.45K -242 -2%
MGIA
653
Moneta Group Investment Advisors
Missouri
$345K -$37.4K -1,402 -10%
WIA
654
World Investment Advisors
California
$345K -$6.98K -262 -2%
BHBT
655
Burke & Herbert Bank & Trust
Virginia
$344K -$24.1K -906 -7%
CCA
656
Checchi Capital Advisers
California
$342K +$293 +11 +0.1%
RF
657
RHS Financial
California
$339K – – –
IWM
658
IHT Wealth Management
Illinois
$339K -$400 -15 -0.1%
JCIA
659
Jackson Creek Investment Advisors
Colorado
$338K -$3.28K -123 -1%
ZIG
660
Zuckerman Investment Group
Illinois
$338K – – –
MG
661
Marex Group
$337K +$330K +12,391 New
JTF
662
J. Team Financial
Texas
$336K +$328K +12,323 New
CAG
663
Crestwood Advisors Group
Massachusetts
$335K +$328K +12,300 New
KWA
664
Kingswood Wealth Advisors
California
$331K +$324K +12,141 New
NSIM
665
North Star Investment Management
Illinois
$326K – – –
Fidelity International
666
Fidelity International
Bermuda
$323K – – –
EP
667
Essential Partners
California
$321K +$153K +5,756 +95%
DWM
668
Destination Wealth Management
California
$318K +$311K +11,674 New
PFPT
669
Pinnacle Financial Partners (Tennessee)
Tennessee
$315K +$4.9K +184 +2%
SFS
670
Sowell Financial Services
Arkansas
$315K +$33.3K +1,248 +12%
ECM
671
Evergreen Capital Management
Washington
$314K +$23.3K +874 +8%
MMPW
672
Mitchell McLeod Pugh & Williams
Alabama
$312K -$799 -30 -0.3%
OCBCO
673
Oversea-Chinese Banking Corp (OCBC)
Singapore
$310K -$541K -20,291 -64%
MNBTD
674
Moody National Bank Trust Division
Texas
$308K -$135K -5,050 -31%
JTWM
675
Jackson Thornton Wealth Management
Alabama
$306K +$302K +11,333 New