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Name Holding Trade Value Shares
Change
Change in
Stake
KOC
801
Koss-Olinger Consulting
Florida
$714K -$185K -5,117 -22%
EH
802
Equitable Holdings
New York
$713K -$1.07M -29,450 -61%
OAM
803
Ostrum Asset Management
France
$713K -$527K -14,532 -44%
SL
804
Sentry LLC
Tennessee
$709K – – –
OAM
805
Oxford Asset Management
United Kingdom
$707K -$524K -14,450 -44%
FCP
806
Fidelis Capital Partners
Florida
$701K +$662K +18,262 New
SWP
807
Stratos Wealth Partners
Ohio
$694K -$30.2K -833 -4%
AM
808
AGF Management
Ontario, Canada
$693K +$655K +18,061 New
TTIC
809
Tower Trust & Investment Company
Iowa
$691K -$43.6K -1,204 -6%
BIG
810
Brooklyn Investment Group
New York
$686K +$332K +9,146 +102%
ACP
811
Argyle Capital Partners
California
$682K +$150K +4,147 +30%
IA
812
Inspire Advisors
Idaho
$678K -$24.8K -685 -4%
KWA
813
Kingswood Wealth Advisors
California
$677K +$95.8K +2,643 +18%
PCA
814
Pallas Capital Advisors
Massachusetts
$673K +$636K +17,538 New
RCM
815
Radnor Capital Management
Pennsylvania
$658K -$176K -4,868 -22%
OWA
816
Outlook Wealth Advisors
Texas
$649K -$5.47K -151 -0.9%
CA
817
Clearstead Advisors
Ohio
$646K -$281K -7,749 -32%
LSV Asset Management
818
LSV Asset Management
Illinois
$645K – – –
ADL
819
Asset Dedication LLC
California
$645K -$19.3K -533 -3%
NS
820
NBC Securities
Alabama
$644K +$26.8K +738 +5%
FHC
821
First Horizon Corporation
Tennessee
$642K +$36 +1 +0%
IFWM
822
Institute for Wealth Management
Colorado
$638K +$320K +8,826 +113%
AWE
823
Avidian Wealth Enterprises
Texas
$636K +$9.21K +254 +2%
TCM
824
Twin Capital Management
Pennsylvania
$632K -$544 -15 -0.1%
PAM
825
Panagora Asset Management
Massachusetts
$631K – – –