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Name Holding Trade Value Shares
Change
Change in
Stake
DC
226
DeDora Capital
California
$119K
AP
227
Advisor Partners
California
$119K +$8.4K +1,682 +7%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$119K +$25.5K +5,110 +25%
PWPS
229
Pinnacle Wealth Planning Services
Ohio
$118K -$8.38K -1,678 -6%
FOA
230
Five Oceans Advisors
California
$116K +$54.3K +10,877 +76%
Luther King Capital Management (LKCM)
231
Luther King Capital Management (LKCM)
Texas
$115K
SIA
232
Schechter Investment Advisors
Michigan
$114K -$6.9K -1,382 -5%
CM
233
Caption Management
Oklahoma
$114K
AAS
234
Avantax Advisory Services
Texas
$114K +$3.8K +760 +3%
VT
235
Vise Technologies
New York
$114K +$25.4K +5,095 +26%
USCWA
236
U.S. Capital Wealth Advisors
Texas
$113K -$3.87K -775 -3%
IAIM
237
International Assets Investment Management
Florida
$112K -$5.74K -1,150 -5%
CFGS
238
Concourse Financial Group Securities
Alabama
$112K -$4.75K -951 -4%
AIA
239
AIMZ Investment Advisors
California
$112K
CC
240
Cypress Capital
Tennessee
$112K
AL
241
Aspiriant LLC
California
$110K
IFG
242
Independent Financial Group
California
$108K -$1.31K -262 -1%
Geode Capital Management
243
Geode Capital Management
Massachusetts
$108K -$29.9K -5,993 -20%
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$108K -$11.4K -2,273 -9%
SWM
245
Spire Wealth Management
Virginia
$106K -$10.5K -2,097 -8%
RSWM
246
Robertson Stephens Wealth Management
California
$106K +$115K +23,000 New
GT
247
Glenmede Trust
Pennsylvania
$101K -$8.1K -1,622 -7%
BG
248
Bahl & Gaynor
Ohio
$101K
RJT
249
Raymond James Trust
Florida
$101K +$165 +33 +0.2%
AAS
250
Ameritas Advisory Services
Nebraska
$99K +$195 +39 +0.2%