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Name Holding Trade Value Shares
Change
Change in
Stake
SOAM
2151
SBI Okasan Asset Management
Japan
$853K +$751K +8,000 New
OFS
2152
OneAscent Financial Services
Alabama
$851K -$663K -7,066 -47%
BWA
2153
Basecamp Wealth Advisors
Washington
$849K +$757K +8,066 New
GWM
2154
Greenwich Wealth Management
Connecticut
$848K -$26.2K -279 -3%
VCP
2155
Verus Capital Partners
Arizona
$847K -$73K -778 -9%
SCA
2156
STALEY CAPITAL ADVISERS
Pennsylvania
$847K
HBT
2157
Heartland Bank & Trust
Illinois
$847K -$14K -149 -2%
CPIA
2158
Cornell Pochily Investment Advisors
New York
$845K -$10.8K -115 -1%
JWBC
2159
J.W. Burns & Co
New York
$844K -$17.4K -185 -2%
BAM
2160
Beaumont Asset Management
Texas
$844K -$1.22K -13 -0.2%
OCM
2161
Orion Capital Management
California
$843K +$1.88K +20 +0.3%
DWM
2162
Diversify Wealth Management
Utah
$842K -$559K -5,954 -43%
IGGA
2163
Iron Gate Global Advisors
Utah
$842K +$2.16K +23 +0.3%
DWM
2164
Drive Wealth Management
Utah
$842K +$239K +2,550 +47%
SP
2165
SmartHarvest Portfolios
Washington
$841K +$750K +7,991 New
HFM
2166
Hartford Funds Management
Pennsylvania
$839K +$24.3K +259 +3%
PAS
2167
Professional Advisory Services
Florida
$839K
BIG
2168
Builder Investment Group
Georgia
$837K +$563 +6 +0.1%
AFM
2169
Armstrong Fleming & Moore
District of Columbia
$836K
A
2170
Argentarii
Ohio
$834K -$169K -1,796 -18%
BWP
2171
Barlow Wealth Partners
Kentucky
$833K -$7.98K -85 -1%
KWMG
2172
King Wealth Management Group
Florida
$831K +$11.4K +121 +2%
SEIA
2173
Signature Estate & Investment Advisors
California
$829K -$39.8K -424 -5%
EIA
2174
Eldridge Investment Advisors
New Hampshire
$828K -$22.3K -238 -3%
GEA
2175
Glen Eagle Advisors
New Jersey
$828K -$24.9K -265 -3%