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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
801
OneAscent Financial Services
Alabama
$256K +$269K +5,724 New
Jones Financial Companies
802
Jones Financial Companies
Missouri
$255K +$235K +5,000 +717%
CCIA
803
Campbell & Co Investment Adviser
Maryland
$254K -$157K -3,334 -37%
SFI
804
Siemens Fonds Invest
Germany
$254K
WPC
805
Wedmont Private Capital
Pennsylvania
$254K +$14.3K +305 +6%
RFM
806
Royal Fund Management
Florida
$252K +$265K +5,625 New
CPA
807
Court Place Advisors
Maryland
$251K +$282 +6 +0.1%
BTWM
808
Baker Tilly Wealth Management
Wisconsin
$251K -$18.2K -386 -6%
XT
809
XTX Topco
Cayman Islands
$250K -$691K -14,697 -72%
MA
810
Mutual Advisors
Nebraska
$249K +$262K +5,573 New
CI Investments Inc
811
CI Investments Inc
Ontario, Canada
$248K -$281K -5,979 -52%
Massachusetts Financial Services
812
Massachusetts Financial Services
Massachusetts
$247K -$5.88K -125 -2%
CSWM
813
Cassady Schiller Wealth Management
Ohio
$247K -$1.51K -32 -0.6%
CWM
814
Cornerstone Wealth Management
Missouri
$247K +$1.51K +32 +0.6%
NHC
815
Nicholas Hoffman & Company
Georgia
$246K -$988 -21 -0.4%
MCM
816
Manchester Capital Management
Vermont
$244K +$1.55K +33 +0.6%
AWM
817
Ameliora Wealth Management
Switzerland
$244K
OWM
818
OneAscent Wealth Management
Alabama
$244K +$257K +5,463 New
AWA
819
Aaron Wealth Advisors
Illinois
$243K -$894 -19 -0.3%
ONB
820
Old National Bancorp
Indiana
$240K -$186K -3,957 -42%
RCM
821
Raleigh Capital Management
North Carolina
$240K +$7.76K +165 +3%
TLFA
822
True Link Financial Advisors
California
$238K
LA
823
LexAurum Advisors
Kansas
$238K +$250K +5,317 New
SLI
824
Sumitomo Life Insurance
Japan
$237K -$10.6K -226 -4%
GFP
825
Gryphon Financial Partners
Ohio
$236K +$941 +20 +0.4%