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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
701
OneAscent Financial Services
Alabama
$285K +$260K +8,640 New
SPC
702
Sigma Planning Corp
Michigan
$284K +$6.63K +220 +3%
BDF
703
Balasa Dinverno & Foltz
$280K -$9.04K -300 -3%
TA
704
Tectonic Advisors
Texas
$279K -$13.3K -440 -5%
LJAC
705
L.J. Altfest & Co
New York
$277K +$1.21K +40 +0.5%
SW
706
SVB Wealth
Massachusetts
$277K +$252K +8,380 New
EWM
707
Evercore Wealth Management
New York
$275K -$2.71K -90 -1%
FNBOO
708
First National Bank of Omaha
Nebraska
$274K -$30.1K -1,000 -11%
MS
709
Maven Securities
Jersey
$274K +$253K +8,400 New
HAG
710
HighPoint Advisor Group
Illinois
$273K -$4.22K -140 -2%
BG
711
Bahl & Gaynor
Ohio
$273K +$249K +8,250 New
ETC
712
Exchange Traded Concepts
Oklahoma
$271K +$150K +4,970 +154%
IFG
713
Independent Financial Group
California
$270K -$671K -22,270 -73%
BAMF
714
BI Asset Management Fondsmaeglerselskab
Denmark
$270K
TCOT
715
Trust Company of Toledo
Ohio
$269K -$57.2K -1,900 -19%
GT
716
Glenview Trust
Kentucky
$269K +$245K +8,140 New
SI
717
Shaker Investments
Ohio
$268K
LA
718
Latitude Advisors
Florida
$266K +$242K +8,040 New
VBCG
719
Valley Brook Capital Group
Pennsylvania
$264K
Lido Advisors
720
Lido Advisors
California
$263K -$487K -16,170 -67%
LOAME
721
Lombard Odier Asset Management (Europe)
United Kingdom
$262K +$239K +7,940 New
MSR
722
Main Street Research
Connecticut
$259K
P
723
Pitcairn
Pennsylvania
$257K +$234K +7,780 New
1WA
724
180 Wealth Advisors
Washington
$254K +$247K +8,190 New
BJL
725
Brighton Jones LLC
Washington
$253K +$231K +7,650 New