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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
901
Oak Asset Management
California
$1.29M -$132K -2,020 -9%
CA
902
Callahan Advisors
Texas
$1.28M -$286K -4,383 -18%
PWP
903
Precedent Wealth Partners
Texas
$1.28M -$29.9K -458 -2%
FFA
904
Fragasso Financial Advisors
Pennsylvania
$1.28M -$531K -8,147 -29%
BB
905
Busey Bank
Illinois
$1.27M -$85K -1,304 -6%
PCS
906
Personal CFO Solutions
New Jersey
$1.27M +$9.39K +144 +0.7%
UB
907
UMB Bank
Missouri
$1.26M -$31.7K -487 -2%
CK
908
Cohen Klingenstein
New York
$1.26M
RWC
909
Rare Wolf Capital
Washington
$1.26M +$1.29M +19,754 New
OWA
910
Octavia Wealth Advisors
Ohio
$1.24M -$8.73K -134 -0.7%
BFS
911
Bradley Foster & Sargent
Connecticut
$1.24M -$247K -3,784 -16%
ET
912
Equitable Trust
Tennessee
$1.24M +$864K +13,257 +215%
UHC
913
Union Heritage Capital
Michigan
$1.23M -$867K -13,299 -41%
EWM
914
Empirical Wealth Management
Washington
$1.23M +$9.97K +153 +0.8%
DTC
915
Davidson Trust Company
Washington
$1.23M +$9.78K +150 +0.8%
ECM
916
Everence Capital Management
Indiana
$1.23M -$307K -4,717 -20%
GIA
917
Gladstone Institutional Advisory
Florida
$1.22M +$420K +6,438 +50%
QCG
918
Quadrant Capital Group
Ohio
$1.22M -$852K -13,076 -41%
IA
919
Icon Advisers
Colorado
$1.21M -$26.8K -411 -2%
MA
920
Mutual Advisors
Nebraska
$1.21M -$7.95K -122 -0.6%
KFA
921
Kelleher Financial Advisors
New York
$1.21M -$21.1K -323 -2%
CL
922
Choreo LLC
Illinois
$1.21M -$4.24K -65 -0.3%
PDL
923
Portfolio Design Labs
California
$1.21M +$46.3K +710 +4%
CWM
924
Compass Wealth Management
Connecticut
$1.2M -$6.97K -107 -0.6%
FAM
925
Formidable Asset Management
Ohio
$1.2M -$102K -1,570 -8%