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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
701
Rothschild Investment LLC
Illinois
$346K -$37.4K -815 -9%
CCA
702
Checchi Capital Advisers
California
$345K -$8.36K -182 -2%
BW
703
Bison Wealth
Georgia
$343K +$23.2K +504 +7%
I
704
InceptionR
California
$339K +$349K +7,607 New
OWM
705
OneAscent Wealth Management
Alabama
$339K -$4.41K -96 -1%
Western Wealth Management
706
Western Wealth Management
Colorado
$338K -$335K -7,288 -49%
LFA
707
Legacy Financial Advisors
Kentucky
$336K -$28.7K -625 -8%
PBO
708
Peoples Bank (Ohio)
Ohio
$335K -$11.9K -260 -3%
FSA
709
Franklin Street Advisors
North Carolina
$330K -$13.8K -300 -4%
Orion Portfolio Solutions
710
Orion Portfolio Solutions
Nebraska
$329K +$60K +1,305 +21%
OWA
711
One Wealth Advisors
California
$327K -$8.36K -182 -2%
LI
712
LMCG Investments
Massachusetts
$324K -$99.5K -2,165 -23%
SA
713
SRH Advisors
Kansas
$324K -$4.23K -92 -1%
Clearstead Advisors
714
Clearstead Advisors
Ohio
$323K +$10.8K +234 +3%
FTC
715
Farmers Trust Company
Ohio
$323K -$2.07K -45 -0.6%
JCM
716
J2 Capital Management
Michigan
$322K +$14.5K +316 +5%
FMAEN1
717
Fund Management at Engine No 1
California
$320K +$41.8K +909 +15%
Haverford Trust Company
718
Haverford Trust Company
Pennsylvania
$320K – – –
AIC
719
Archer Investment Corporation
Indiana
$319K +$2.3K +50 +0.7%
Apollon Wealth Management
720
Apollon Wealth Management
South Carolina
$318K -$13.3K -289 -4%
Prime Capital Investment Advisors
721
Prime Capital Investment Advisors
Kansas
$317K +$327K +7,119 New
Loomis, Sayles & Company
722
Loomis, Sayles & Company
Massachusetts
$317K +$130K +2,837 +66%
Capital Investment Advisors
723
Capital Investment Advisors
Georgia
$315K -$7.35K -160 -2%
CBT
724
Central Bank & Trust
Kentucky
$313K +$17K +371 +6%
DA
725
Drake & Associates
Wisconsin
$310K +$50.2K +1,093 +19%