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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
651
OneDigital Investment Advisors
Kansas
$458K +$7.02K +80 +1%
MIC
652
Means Investment Company
Maine
$458K +$439 +5 +0.1%
HPM
653
Hoxton Planning & Management
West Virginia
$451K -$33.9K -386 -6%
AWA
654
Arkadios Wealth Advisors
Georgia
$451K +$6.49K +74 +1%
PFG
655
PAX Financial Group
Texas
$449K -$92.7K -1,057 -16%
MC
656
Moors & Cabot
Massachusetts
$447K +$497K +5,670 New
Capstone Investment Advisors
657
Capstone Investment Advisors
New York
$445K +$273K +3,115 +123%
CAM
658
Cypress Asset Management
Texas
$444K
OAM
659
Ostrum Asset Management
France
$444K
GKFF
660
George Kaiser Family Foundation
Oklahoma
$441K +$491K +5,597 New
PGCM
661
Prescott Group Capital Management
Oklahoma
$441K +$491K +5,597 New
EWA
662
EP Wealth Advisors
California
$439K +$242K +2,759 +98%
BFA
663
Bridgelight Financial Advisors
Connecticut
$437K +$1.93K +22 +0.4%
WFI
664
West Family Investments
California
$437K +$486K +5,540 New
MCC
665
Malaga Cove Capital
California
$435K +$60.4K +689 +14%
IFU
666
iSAM Funds (UK)
United Kingdom
$434K +$482K +5,500 New
SWP
667
ShoreHaven Wealth Partners
New Jersey
$432K +$481K +5,480 New
SWP
668
Sagespring Wealth Partners
Tennessee
$430K -$11.8K -134 -2%
MCM
669
Militia Capital Management
Texas
$429K -$96.5K -1,100 -17%
IP
670
Indivisible Partners
Florida
$427K -$286K -3,257 -38%
ANBT
671
American National Bank & Trust
Texas
$427K
DI
672
Diligent Investors
California
$426K
DT
673
Diversified Trust
Tennessee
$424K -$423K -4,821 -47%
PTC
674
Private Trust Company
Ohio
$423K +$82.3K +938 +21%
JSSH
675
J. Safra Sarasin Holding
$416K +$463K +5,282 New