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Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1451
Tiemann Investment Advisors
California
$433K +$4.56K +10 +1%
HPM
1452
Hoxton Planning & Management
West Virginia
$428K +$1.37K +3 +0.3%
IAIM
1453
International Assets Investment Management
Florida
$427K -$66.6K -146 -14%
SAM
1454
Strategy Asset Managers
California
$427K +$34.7K +76 +9%
BS
1455
Banco Santander
Spain
$425K -$2.3M -5,033 -85%
MWPCG
1456
Measured Wealth Private Client Group
New Hampshire
$425K -$913 -2 -0.2%
LWL
1457
Leo Wealth LLC
Texas
$425K +$38.8K +85 +10%
GKFF
1458
George Kaiser Family Foundation
Oklahoma
$425K +$134K +294 +48%
PGCM
1459
Prescott Group Capital Management
Oklahoma
$425K +$134K +294 +48%
FAT
1460
First American Trust
California
$424K +$46.6K +102 +13%
DS
1461
DRW Securities
Illinois
$422K -$183K -400 -31%
JCM
1462
Jacobsen Capital Management
Utah
$422K +$49.8K +109 +14%
SCM
1463
Schnieders Capital Management
California
$421K +$66.2K +145 +19%
EWA
1464
Exencial Wealth Advisors
Oklahoma
$418K +$27.8K +61 +7%
1WA
1465
180 Wealth Advisors
Washington
$418K +$52.9K +116 +15%
OW
1466
Olistico Wealth
Oklahoma
$418K +$100K +220 +33%
BMCM
1467
Bryn Mawr Capital Management
Pennsylvania
$417K +$101K +221 +33%
CCWM
1468
Cassaday & Co Wealth Management
Virginia
$417K +$11.9K +26 +3%
PCH
1469
PGIM Custom Harvest
New Jersey
$414K -$5.93K -13 -1%
OFS
1470
OneAscent Financial Services
Alabama
$413K +$8.22K +18 +2%
HFBOT
1471
Home Federal Bank of Tennessee
Tennessee
$413K
RMP
1472
Richards, Merrill & Peterson
Washington
$412K +$28.8K +63 +8%
WFC
1473
Western Financial Corp
California
$411K +$16.9K +37 +4%
SPWM
1474
Spartan Planning & Wealth Management
North Carolina
$411K +$40.6K +89 +11%
TBWA
1475
Three Bridge Wealth Advisors
California
$410K +$399K +874 New