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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
551
Octavia Wealth Advisors
Ohio
$182K -$25.6K -1,512 -12%
HIP
552
HUB Investment Partners
Texas
$179K -$91.2K -5,375 -32%
UB
553
UMB Bank
Missouri
$178K +$4.85K +286 +3%
IAP
554
Indie Asset Partners
Indiana
$175K
SACTSONJ
555
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$174K
IC
556
Iconiq Capital
California
$174K +$184K +10,859 New
QCM
557
QRG Capital Management
Illinois
$171K -$19.7K -1,161 -10%
CCWM
558
Cassaday & Co Wealth Management
Virginia
$170K
EH
559
Equitable Holdings
New York
$170K -$2.9K -171 -2%
CA
560
Commerzbank Aktiengesellschaft
Germany
$169K
APP
561
Avantax Planning Partners
Iowa
$168K -$170 -10 -0.1%
HTC
562
Haverford Trust Company
Pennsylvania
$168K
CI
563
CX Institutional
Indiana
$168K -$13.5K -796 -7%
PEA
564
Park Edge Advisors
Ohio
$166K
FFP
565
FourThought Financial Partners
Florida
$165K
SFI
566
Siemens Fonds Invest
Germany
$165K -$1.93K -114 -1%
SWM
567
Silverlake Wealth Management
Vermont
$164K
KWMG
568
King Wealth Management Group
Florida
$164K +$271 +16 +0.2%
SL
569
Summitry LLC
California
$163K +$173K +10,197 New
CC
570
Courier Capital
New York
$162K +$172K +10,124 New
FTWA
571
Fifth Third Wealth Advisors
Ohio
$161K +$170K +10,044 New
AIP
572
Ameritas Investment Partners
Nebraska
$150K
PCC
573
Park Circle Company
Maryland
$150K
O
574
Ossiam
France
$141K -$19.1K -1,128 -11%
KB
575
Kimelman & Baird
New York
$128K