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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
776
OneDigital Investment Advisors
Kansas
$456K -$40.3K -615 -8%
GC
777
Guggenheim Capital
Illinois
$455K -$2.75K -42 -0.6%
BCWM
778
Bartlett & Co Wealth Management
Ohio
$451K -$35.6K -543 -7%
CRC
779
Curi RMB Capital
Illinois
$449K -$2.42K -37 -0.5%
RYIA
780
Roehl & Yi Investment Advisors
Oregon
$447K +$468K +7,137 New
GRP
781
Global Retirement Partners
California
$446K -$25.1K -383 -5%
CCA
782
Childress Capital Advisors
Texas
$445K -$941K -14,366 -67%
SAMT
783
Select Asset Management & Trust
Pennsylvania
$443K
PWP
784
Principle Wealth Partners
Connecticut
$443K +$13.1K +200 +3%
MGWM
785
Marks Group Wealth Management
Minnesota
$441K -$352K -5,372 -43%
OWA
786
One Wealth Advisors
California
$441K -$322K -4,919 -41%
NPT
787
National Philanthropic Trust
Pennsylvania
$441K +$2.49K +38 +0.5%
Janus Henderson Group
788
Janus Henderson Group
$440K
VSI
789
Verde Servicos Internacionais
Brazil
$439K +$459K +7,000 New
BIM
790
Baldwin Investment Management
Pennsylvania
$438K -$111K -1,688 -19%
MDA
791
Minot DeBlois Advisors
Massachusetts
$438K +$458K +6,994 New
CLOS
792
Compagnie Lombard Odier SCmA
Switzerland
$434K -$1.89M -28,790 -81%
FLPIM
793
F.L. Putnam Investment Management
Massachusetts
$433K -$94K -1,434 -17%
SIMG
794
Sonora Investment Management Group
Arizona
$433K +$18.7K +285 +4%
BHBT
795
Burke & Herbert Bank & Trust
Virginia
$433K
PWPS
796
Pinnacle Wealth Planning Services
Ohio
$432K -$319K -4,864 -41%
BCMLT
797
Beacon Capital Management LLC (Tennessee)
Tennessee
$431K +$4K +61 +0.9%
WIC
798
Woodmont Investment Counsel
Tennessee
$428K -$52.4K -800 -10%
RWP
799
RWA Wealth Partners
Massachusetts
$428K +$328 +5 +0.1%
AGC
800
Aspen Grove Capital
Colorado
$424K +$7.73K +118 +2%