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Name Holding Trade Value Shares
Change
Change in
Stake
MB
1151
MidFirst Bank
Oklahoma
$312K +$12.5K +233 +4%
WG
1152
Welch Group
Alabama
$311K -$4.82K -90 -1%
CIC
1153
Carnegie Investment Counsel
Ohio
$309K – – –
MAM
1154
Meeder Asset Management
Ohio
$309K -$3.97M -74,015 -92%
OWA
1155
One Wealth Advisors
California
$308K – – –
BA
1156
Bridgewater Advisors
New York
$308K +$7.66K +143 +2%
QPBE
1157
Quintet Private Bank (Europe)
Luxembourg
$307K +$45.6K +850 +15%
VA
1158
VestGen Advisors
Illinois
$305K +$87.9K +1,640 +33%
LFAS
1159
Level Four Advisory Services
Texas
$304K +$48.8K +910 +16%
NIM
1160
Needham Investment Management
New York
$302K – – –
WBC
1161
Westpac Banking Corp
Australia
$302K -$6.43K -120 -2%
BFO
1162
Boston Family Office
Massachusetts
$302K +$88.6K +1,654 +34%
OP
1163
Oslo Pensjonsforsikring
$299K – – –
HI
1164
Harbour Investments
Wisconsin
$298K +$11.5K +215 +3%
ZIG
1165
Zuckerman Investment Group
Illinois
$298K – – –
AGA
1166
Arkos Global Advisors
Texas
$297K – – –
IFWM
1167
Institute for Wealth Management
Colorado
$297K -$543K -10,126 -61%
CFP
1168
Catalyst Financial Partners
Massachusetts
$293K +$12.2K +227 +4%
CHJWM
1169
Carlton Hofferkamp & Jenks Wealth Management
Texas
$293K -$10.7K -200 -3%
AW
1170
Avion Wealth
Texas
$293K -$42.4K -792 -11%
FMP
1171
Financial Management Professionals
Texas
$292K +$2.52K +47 +0.8%
WP
1172
Wealthspan Partners
Iowa
$292K -$140K -2,616 -29%
WF
1173
Welch & Forbes
Massachusetts
$292K -$35.7K -666 -10%
CSC
1174
Caldwell Sutter Capital
California
$291K – – –
RWP
1175
RWA Wealth Partners
Massachusetts
$290K +$52.1K +972 +18%