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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
576
Octavia Wealth Advisors
Ohio
$287K – – –
HAG
577
HighPoint Advisor Group
Illinois
$287K +$63.4K +926 +27%
NSIM
578
North Star Investment Management
Illinois
$285K – – –
BCM
579
Brookstone Capital Management
Illinois
$281K +$291K +4,258 New
CCA
580
Checchi Capital Advisers
California
$280K +$15.7K +230 +6%
AssetMark Inc
581
AssetMark Inc
California
$280K +$23.3K +340 +9%
CAG
582
Crestwood Advisors Group
Massachusetts
$279K -$274 -4 -0.1%
GVAG
583
Great Valley Advisor Group
Delaware
$276K +$7.94K +116 +3%
SG
584
Stonnington Group
California
$274K -$27.4K -400 -9%
WOSD
585
WFA of San Diego
California
$274K -$12K -176 -4%
PL
586
Plancorp LLC
Missouri
$274K +$684 +10 +0.2%
OCM
587
One Capital Management
California
$273K +$283K +4,134 New
AL
588
Aspiriant LLC
California
$272K -$23.7K -346 -8%
RIL
589
Rothschild Investment LLC
Illinois
$272K – – –
NA
590
NewEdge Advisors
Louisiana
$272K +$21.1K +308 +8%
FCB
591
First Command Bank
Texas
$271K +$144K +2,106 +106%
FCFS
592
First Command Financial Services
Texas
$271K +$144K +2,106 +106%
BAIA
593
Bel Air Investment Advisors
California
$270K -$110K -1,602 -28%
BB
594
Busey Bank
Illinois
$270K +$279K +4,082 New
XT
595
XTX Topco
Cayman Islands
$269K -$6.3K -92 -2%
GFS
596
GYL Financial Synergies
Connecticut
$269K – – –
KIM
597
Karpus Investment Management
New York
$265K – – –
PIM
598
Perpetual Investment Management
Australia
$265K +$274K +4,000 New
CWM
599
Cornerstone Wealth Management
Missouri
$260K +$268K +3,922 New
CPSAC
600
Chas P. Smith & Associates (CPS)
Florida
$258K – – –