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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
2301
OneAscent Investment Solutions
Alabama
$780K +$181K +315 +30%
Lowe Brockenbrough & Co
2302
Lowe Brockenbrough & Co
Virginia
$779K +$136K +236 +21%
CIA
2303
Caerus Investment Advisors
Texas
$777K +$784K +1,366 New
DSN
2304
D. Scott Neal
Kentucky
$775K – – –
PIC
2305
Portland Investment Counsel
Ontario, Canada
$775K – – –
Nadler Financial Group
2306
Nadler Financial Group
Illinois
$775K +$71.8K +125 +10%
EL
2307
EWA LLC
Pennsylvania
$775K +$37.9K +66 +5%
Banque Transatlantique
2308
Banque Transatlantique
France
$771K -$280K -488 -26%
Granite Investment Partners
2309
Granite Investment Partners
California
$770K – – –
TSWM
2310
Triangle Securities Wealth Management
North Carolina
$768K +$4.59K +8 +0.6%
Traynor Capital Management
2311
Traynor Capital Management
Pennsylvania
$768K +$94.8K +165 +14%
MC
2312
Matisse Capital
Oregon
$767K +$10.9K +19 +1%
Colonial Trust
2313
Colonial Trust
South Carolina
$765K +$24.7K +43 +3%
PA
2314
PSI Advisors
Florida
$764K – – –
Sonora Investment Management Group
2315
Sonora Investment Management Group
Arizona
$763K -$4.59K -8 -0.6%
MFC
2316
Morris Financial Concepts
South Carolina
$760K -$1.72K -3 -0.2%
WAG
2317
Wheelhouse Advisory Group
Missouri
$758K -$2.3K -4 -0.3%
CPW
2318
Crestmont Private Wealth
Texas
$758K +$93.6K +163 +14%
MFG
2319
Midwest Financial Group
Kansas
$757K -$19.5K -34 -2%
CFA
2320
CWS Financial Advisors
Michigan
$757K – – –
SC
2321
Saiph Capital
New Jersey
$757K +$63.2K +110 +9%
DWM
2322
Dogwood Wealth Management
Kansas
$755K -$5.17K -9 -0.7%
Claret Asset Management
2323
Claret Asset Management
Quebec, Canada
$754K +$26.4K +46 +4%
KFG
2324
Kelly Financial Group
Connecticut
$753K -$42.5K -74 -5%
PWM
2325
Proathlete Wealth Management
Florida
$753K +$2.3K +4 +0.3%