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Name Holding Trade Value Shares
Change
Change in
Stake
OL
851
OneFund LLC
Florida
$110K -$12.4K -22 -10%
ISWM
852
Intesa Sanpaolo Wealth Management
$108K – – –
LFG
853
Larson Financial Group
Missouri
$106K -$12.4K -22 -10%
QL
854
Quarry LP
New York
$99.7K +$104K +185 New
SS
855
Sunbelt Securities
Texas
$97.6K – – –
DF
856
Dunhill Financial
United Kingdom
$95.4K -$564 -1 -0.6%
ZBNA
857
Zions Bancorporation, National Association
Utah
$94.9K -$232K -412 -70%
GKIM
858
GW&K Investment Management
Massachusetts
$92K +$7.89K +14 +9%
GSWM
859
Golden State Wealth Management
California
$90.6K – – –
UFF
860
USA Financial Formulas
Michigan
$89.5K +$93.6K +166 New
LSV Asset Management
861
LSV Asset Management
Illinois
$86K +$90.2K +160 New
TPCW
862
TD Private Client Wealth
New York
$85.2K -$88.5K -157 -50%
BTI
863
Blue Trust Inc
Georgia
$83.5K +$564 +1 +0.6%
QC
864
Quent Capital
New York
$78.3K +$21.4K +38 +36%
BIAS
865
Beacon Investment Advisory Services
New Jersey
$78.2K +$81.8K +145 New
TWD
866
True Wealth Design
Ohio
$77.1K +$49.6K +88 +160%
OCWP
867
Owl Creek Wealth Partners
Colorado
$76K +$79.5K +141 New
OCM
868
Osterweis Capital Management
California
$73.8K – – –
WETS
869
Wealth Enhancement Trust Services
South Dakota
$73.3K – – –
CA
870
Cache Advisors
California
$71.1K +$74.4K +132 New
WC
871
Westwind Capital
New Mexico
$66K +$69.4K +123 New
IBOK
872
Independence Bank of Kentucky
Kentucky
$65.8K +$60.3K +107 +713%
POIA
873
Pin Oak Investment Advisors
Texas
$65K -$564 -1 -0.8%
SC
874
Steph & Co
Wisconsin
$62K +$27.1K +48 +72%
WSFS
875
Wilmington Savings Fund Society
Delaware
$60.4K +$16.9K +30 +37%