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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2151
Octavia Wealth Advisors
Ohio
$565K -$32.1K -407 -6%
FNBSF
2152
First National Bank Sioux Falls
South Dakota
$564K -$17.3K -220 -3%
WA
2153
Waddell & Associates
Tennessee
$564K +$7.25K +92 +1%
CC
2154
Cornerstone Capital
California
$561K -$13K -165 -2%
SCFS
2155
S.C. Financial Services
Arizona
$561K
IWA
2156
Intercontinental Wealth Advisors
Texas
$561K +$13.1K +166 +2%
JSC
2157
Jackson Square Capital
California
$560K -$67.8K -860 -11%
RGF
2158
Retirement Guys Formula
Ohio
$559K +$46.1K +585 +9%
GFP
2159
Gryphon Financial Partners
Ohio
$556K +$8.28K +105 +2%
CII
2160
Capital International Inc
California
$555K -$379K -4,812 -42%
BS
2161
Bessemer Securities
New York
$555K
SQA
2162
Simon Quick Advisors
New Jersey
$553K -$702K -8,902 -57%
LFM
2163
LGT Fund Management
Liechtenstein
$551K +$520K +6,600 New
FMTC
2164
Farmers & Merchants Trust Company
California
$550K -$24.9K -316 -5%
CFO
2165
Collective Family Office
Pennsylvania
$549K +$16.8K +213 +3%
CCB
2166
Cutter & Co Brokerage
Missouri
$546K -$233K -2,954 -31%
BPFA
2167
Barnes Pettey Financial Advisors
Mississippi
$545K
OIA
2168
Optimum Investment Advisors
Illinois
$543K -$8.2K -104 -2%
CWM
2169
Concentric Wealth Management
California
$543K
APWM
2170
Atlas Private Wealth Management
New York
$538K +$51.8K +657 +11%
KWM
2171
Kolinsky Wealth Management
New Jersey
$538K +$63.4K +804 +14%
BC
2172
Belmont Capital
California
$536K -$174K -2,204 -25%
MA
2173
MONECO Advisors
Connecticut
$536K +$25.2K +320 +5%
ORC
2174
O'Rourke & Company
Massachusetts
$536K +$34.8K +441 +7%
CCFM
2175
Clear Creek Financial Management
Washington
$536K +$40.4K +512 +9%