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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
701
OneAscent Financial Services
Alabama
$206K +$216K +849 New
KOCAA
702
Knights of Columbus Asset Advisors
Connecticut
$205K -$143K -560 -40%
GKWIM
703
Gerber Kawasaki Wealth & Investment Management
California
$204K +$2.29K +9 +1%
Toronto Dominion Bank
704
Toronto Dominion Bank
Ontario, Canada
$189K -$312K -1,224 -61%
BIM
705
Brentview Investment Management
Illinois
$183K
BGC
706
Beutel, Goodman & Co
Ontario, Canada
$182K
SWM
707
Spire Wealth Management
Virginia
$180K +$11K +43 +6%
CI
708
CX Institutional
Indiana
$176K -$315K -1,235 -63%
MIFH
709
Migdal Insurance & Financial Holdings
Israel
$163K -$29.3K -115 -15%
OWP
710
ORG Wealth Partners
Texas
$162K -$5.1K -20 -3%
CSPIA
711
Cary Street Partners Investment Advisory
Virginia
$158K -$5.61K -22 -3%
1GI
712
180 GPS Investments
$151K -$2.49M -9,785 -94%
GBT
713
Grove Bank & Trust
Florida
$149K +$5.35K +21 +4%
HIM
714
Hillsdale Investment Management
Ontario, Canada
$142K +$149K +585 New
PFBT
715
Parkside Financial Bank & Trust
Missouri
$141K +$17.8K +70 +14%
CFB
716
Cullen/Frost Bankers
Texas
$141K -$46.9K -184 -24%
SAG
717
SageView Advisory Group
California
$138K +$144K +567 New
Mirae Asset Global ETFs Holdings
718
Mirae Asset Global ETFs Holdings
Hong Kong
$135K +$79.2K +311 +129%
HI
719
Horizon Investments
North Carolina
$133K -$3.25M -12,757 -96%
RFP
720
Root Financial Partners
California
$131K +$28.8K +113 +26%
UB
721
UMB Bank
Missouri
$124K -$85.9K -337 -40%
CSP
722
Cary Street Partners
Virginia
$121K +$3.06K +12 +2%
WIM
723
Westside Investment Management
California
$119K
IBOK
724
Independence Bank of Kentucky
Kentucky
$119K +$9.94K +39 +9%
SGK
725
Steigerwald Gordon & Koch
Virginia
$119K +$5.86K +23 +5%