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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1551
Clarendon Private
Massachusetts
$266K -$84.9K -201 -24%
AOWM
1552
Asset One Wealth Management
Washington
$264K -$2.3M -5,457 -90%
OAM
1553
Oxford Asset Management
United Kingdom
$264K +$274K +649 New
CFG
1554
Cooper Financial Group
California
$264K -$41K -97 -13%
VCM
1555
Voleon Capital Management
California
$263K +$422 +1 +0.2%
FC
1556
FORA Capital
Florida
$262K +$272K +645 New
GKFF
1557
George Kaiser Family Foundation
Oklahoma
$262K -$76.9K -182 -22%
PGCM
1558
Prescott Group Capital Management
Oklahoma
$262K -$76.9K -182 -22%
SP
1559
Stablepoint Partners
Massachusetts
$262K -$5.07K -12 -2%
LRIA
1560
Leonard Rickey Investment Advisors
Washington
$262K +$271K +642 New
HWP
1561
Highline Wealth Partners
California
$262K +$203K +481 +299%
BFG
1562
Bouchey Financial Group
New York
$261K +$4.22K +10 +2%
SGI
1563
Summit Global Investments
Utah
$259K +$845 +2 +0.3%
SWA
1564
Sax Wealth Advisors
New Jersey
$259K -$76.4K -181 -23%
TW
1565
Traveka Wealth
California
$258K -$30.4K -72 -10%
TIAA Trust, National Association
1566
TIAA Trust, National Association
North Carolina
$258K -$574K -1,359 -68%
ACM
1567
Avalon Capital Management
California
$258K
EGWAG
1568
Elwood & Goetz Wealth Advisory Group
Georgia
$257K -$16.9K -40 -6%
WA
1569
Wealth Architects
California
$257K -$7.18K -17 -3%
CFG
1570
Carr Financial Group
Massachusetts
$256K
SCM
1571
Sunbeam Capital Management
Georgia
$255K +$11.8K +28 +5%
FFA
1572
Fi3 Financial Advisors
Indiana
$254K +$958K +2,269 +254%
MWM
1573
Marion Wealth Management
Pennsylvania
$254K +$45.2K +107 +21%
DE
1574
Diversified Enterprises
Delaware
$254K -$2.96K -7 -1%
PFG
1575
PAX Financial Group
Texas
$253K -$32.9K -78 -11%