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Name Holding Trade Value Shares
Change
Change in
Stake
BW
701
Bison Wealth
Georgia
$343K +$23.2K +504 +7%
I
702
InceptionR
California
$339K +$349K +7,607 New
OWM
703
OneAscent Wealth Management
Alabama
$339K -$4.41K -96 -1%
WWM
704
Western Wealth Management
Colorado
$338K -$335K -7,288 -49%
LFA
705
Legacy Financial Advisors
Kentucky
$336K -$28.7K -625 -8%
PBO
706
Peoples Bank (Ohio)
Ohio
$335K -$11.9K -260 -3%
FSA
707
Franklin Street Advisors
North Carolina
$330K -$13.8K -300 -4%
OPS
708
Orion Portfolio Solutions
Nebraska
$329K +$60K +1,305 +21%
OWA
709
One Wealth Advisors
California
$327K -$8.36K -182 -2%
LI
710
LMCG Investments
Massachusetts
$324K -$99.5K -2,165 -23%
SA
711
SRH Advisors
Kansas
$324K -$4.23K -92 -1%
CA
712
Clearstead Advisors
Ohio
$323K +$10.8K +234 +3%
FTC
713
Farmers Trust Company
Ohio
$323K -$2.07K -45 -0.6%
JCM
714
J2 Capital Management
Michigan
$322K +$14.5K +316 +5%
FMAEN1
715
Fund Management at Engine No 1
California
$320K +$41.8K +909 +15%
HTC
716
Haverford Trust Company
Pennsylvania
$320K
AIC
717
Archer Investment Corporation
Indiana
$319K +$2.3K +50 +0.7%
AWM
718
Apollon Wealth Management
South Carolina
$318K -$13.3K -289 -4%
PCIA
719
Prime Capital Investment Advisors
Kansas
$317K +$327K +7,119 New
Loomis, Sayles & Company
720
Loomis, Sayles & Company
Massachusetts
$317K +$130K +2,837 +66%
CIA
721
Capital Investment Advisors
Georgia
$315K -$7.35K -160 -2%
CBT
722
Central Bank & Trust
Kentucky
$313K +$17K +371 +6%
DA
723
Drake & Associates
Wisconsin
$310K +$50.2K +1,093 +19%
FPCG
724
Forum Private Client Group
Indiana
$310K -$46 -1 -0%
SAM
725
Smithbridge Asset Management
Pennsylvania
$308K +$317K +6,908 New