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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
576
Octavia Wealth Advisors
Ohio
$485K +$90.1K +2,147 +22%
IA
577
IndexIQ Advisors
New York
$484K +$9.49K +226 +2%
BI
578
Blooom Inc
Kansas
$483K -$52.6K -1,252 -10%
BAMF
579
BI Asset Management Fondsmaeglerselskab
Denmark
$480K
OWA
580
One Wealth Advisors
California
$479K -$9.62K -229 -2%
LSAG
581
Lake Street Advisors Group
New Hampshire
$476K +$223K +5,317 +82%
DI
582
Diligent Investors
California
$472K
LOAMS
583
Lombard Odier Asset Management (Switzerland)
Switzerland
$471K +$124K +2,955 +32%
ODG
584
O'Dell Group
Ohio
$470K -$39.3K -936 -7%
CCMIC
585
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$469K
BO
586
BRR OpCo
Ohio
$468K
FC
587
Ferris Capital
Massachusetts
$468K +$465K +11,072 New
NA
588
NewEdge Advisors
Louisiana
$467K +$484K +11,538 New
AAM
589
Advisors Asset Management
Colorado
$465K +$82.5K +1,965 +21%
KFGK
590
Keystone Financial Group (Kentucky)
Kentucky
$463K -$1.01K -24 -0.2%
TF
591
TIAA FSB
Florida
$462K -$5.88K -140 -1%
CCG
592
Cypress Capital Group
Florida
$462K +$23.5K +560 +5%
DCM
593
Dupont Capital Management
Delaware
$458K -$1.69M -40,209 -78%
KCM
594
Kathmere Capital Management
Pennsylvania
$457K +$44.8K +1,066 +10%
SB
595
Sunflower Bank
Texas
$456K -$7.98K -190 -2%
RIL
596
Rothschild Investment LLC
Illinois
$449K
SF
597
Synovus Financial
Georgia
$447K -$160K -3,802 -25%
UCFA
598
United Capital Financial Advisors
Texas
$447K +$464K +11,053 New
SW
599
SteelPeak Wealth
California
$444K -$328K -7,812 -42%
GIM
600
Groesbeck Investment Management
New Jersey
$442K -$160K -3,820 -26%