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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
576
OneAscent Investment Solutions
Alabama
$279K -$119K -2,325 -26%
BBVA
577
Banco Bilbao Vizcaya Argentaria
Spain
$275K -$92.6K -1,811 -22%
MWM
578
Meridian Wealth Management
Kentucky
$274K -$141K -2,756 -30%
ECM
579
Everence Capital Management
Indiana
$273K +$334K +6,544 New
LT
580
Legacy Trust
Michigan
$272K +$1.28K +25 +0.4%
SPIA
581
Steward Partners Investment Advisory
New York
$270K +$207K +4,052 +168%
AFG
582
Atomi Financial Group
New York
$268K -$46.8K -915 -12%
IWC
583
Integrated Wealth Concepts
Massachusetts
$268K -$394K -7,716 -55%
GKFF
584
George Kaiser Family Foundation
Oklahoma
$265K +$325K +6,350 New
PGCM
585
Prescott Group Capital Management
Oklahoma
$265K +$325K +6,350 New
WC
586
Westerkirk Capital
$263K – – –
ORI
587
Oak Ridge Investments
Illinois
$262K -$25.1K -492 -7%
CPCPP
588
Canada Post Corporation Pension Plan
Canada
$260K – – –
SW
589
Simplicity Wealth
New Jersey
$258K +$316K +6,187 New
FFA
590
Farther Finance Advisors
California
$258K -$7.51K -147 -2%
PFBT
591
Parkside Financial Bank & Trust
Missouri
$257K +$6.24K +122 +2%
BW
592
BIP Wealth
Georgia
$254K +$3.07K +60 +1%
HPCM
593
Hunter Perkins Capital Management
Illinois
$254K -$9.81K -192 -3%
CFS
594
Commonwealth Financial Services
West Virginia
$254K +$45.7K +894 +17%
LA
595
Layline Advisors
New York
$253K -$7.67K -150 -2%
IAIM
596
International Assets Investment Management
Florida
$252K -$16.1K -315 -5%
BOH
597
Bank of Hawaii
Hawaii
$250K – – –
Northwestern Mutual Wealth Management
598
Northwestern Mutual Wealth Management
Wisconsin
$250K -$65.8K -1,288 -18%
WAP
599
Wealthcare Advisory Partners
Pennsylvania
$250K +$104K +2,032 +51%
GRP
600
Global Retirement Partners
California
$250K +$306K +5,987 New