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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Avior Wealth Management
Nebraska
$265K +$227K +1,734 +1,636%
OWA
552
One Wealth Advisors
California
$265K +$241K +1,839 New
PA
553
Procyon Advisors
Connecticut
$263K -$15.3K -117 -6%
BJL
554
Brighton Jones LLC
Washington
$263K -$42.9K -327 -15%
WWM
555
Whalen Wealth Management
Nevada
$263K +$240K +1,827 New
EHAM
556
Eagle Harbor Asset Management
Washington
$258K -$41.3K -315 -15%
AWA
557
Aaron Wealth Advisors
Illinois
$257K -$22.2K -169 -9%
CIA
558
Concurrent Investment Advisors
Florida
$257K -$3.28K -25 -1%
ACP
559
Arcus Capital Partners
Georgia
$257K +$251K +1,917 New
CAG
560
Csenge Advisory Group
Florida
$255K -$4.59K -35 -2%
ACA
561
Aptus Capital Advisors
Alabama
$255K +$1.57K +12 +0.7%
MAS
562
Meeder Advisory Services
Ohio
$252K +$1.84K +14 +0.8%
WOC
563
West Oak Capital
California
$252K
ES
564
Eagle Strategies
New York
$251K -$66.5K -507 -23%
OAM
565
Oxford Asset Management
United Kingdom
$249K +$227K +1,729 New
MAM
566
McLean Asset Management
Virginia
$248K +$3.94K +30 +2%
NA
567
Navellier & Associates
Nevada
$247K +$225K +1,719 New
KA
568
KLCM Advisors
Wisconsin
$245K
TA
569
TFG Advisers
Michigan
$245K +$2.62K +20 +1%
QFA
570
Quantum Financial Advisors
California
$244K
OC
571
Oakworth Capital
Alabama
$244K
FIA
572
Foundations Investment Advisors
Arizona
$242K -$43.4K -331 -16%
MSA
573
MUFG Securities Americas
New York
$240K +$219K +1,666 New
CFB
574
Cullen/Frost Bankers
Texas
$239K +$173K +1,320 +391%
OIA
575
Optimum Investment Advisors
Illinois
$237K