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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
426
OneDigital Investment Advisors
Kansas
$333K
BB
427
Bell Bank
North Dakota
$331K
WG
428
Wellington Group
Indiana
$329K +$321K +6,156 New
WSCM
429
Wellington Shields Capital Management
New York
$320K
PA
430
Prossimo Advisors
California
$320K
ARC
431
Advisor Resource Council
Texas
$319K +$301K +5,763 New
WCM
432
Winebrenner Capital Management
Kentucky
$317K +$1.04K +20 +0.3%
AP
433
Atwood & Palmer
Missouri
$312K
VCAM
434
Van Cleef Asset Management
Ohio
$310K
MFWP
435
Mosaic Family Wealth Partners
Missouri
$309K
EPW
436
Endeavor Private Wealth
Kansas
$306K +$31K +594 +12%
EWM
437
Empirical Wealth Management
Washington
$305K -$188K -3,600 -39%
AFO
438
Allie Family Office
Florida
$305K
SAM
439
Secure Asset Management
Michigan
$303K +$2.5K +48 +0.9%
PA
440
Parallel Advisors
California
$303K +$2.45K +47 +0.8%
ACI
441
Alpha Cubed Investments
California
$303K -$105K -2,018 -26%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$302K +$10.8K +208 +4%
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$301K
Vanguard Personalized Indexing Management
444
Vanguard Personalized Indexing Management
California
$300K +$55.3K +1,061 +23%
PTC
445
Philadelphia Trust Company
Pennsylvania
$300K
VWA
446
Visionary Wealth Advisors
Illinois
$300K +$1.56K +30 +0.5%
BHPW
447
Beverly Hills Private Wealth
California
$298K +$291K +5,579 New
TAM
448
Tucker Asset Management
Colorado
$297K +$290K +5,560 New
SG
449
StoneX Group
New York
$295K +$66K +1,265 +30%
MPCA
450
Madison Park Capital Advisors
Washington
$294K