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STX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
701
Capital Advisors Inc
Oklahoma
$595K +$254K +978 +83%
VI
702
Versor Investments
New York
$591K +$557K +2,146 New
BTI
703
Blue Trust Inc
Georgia
$590K -$151K -580 -21%
ETC
704
Exchange Traded Concepts
Oklahoma
$588K -$341K -1,312 -38%
SLWA
705
San Luis Wealth Advisors
California
$588K -$62K -239 -10%
AWM
706
Athena Wealth Management
Nevada
$584K +$550K +2,119 New
OCM
707
One Capital Management
California
$578K – – –
UB
708
UMB Bank
Missouri
$577K +$37.4K +144 +7%
FTWA
709
Fifth Third Wealth Advisors
Ohio
$573K -$25.4K -98 -5%
FRA
710
Frank Rimerman Advisors
California
$572K +$37.9K +146 +8%
LIM
711
Leavell Investment Management
Alabama
$571K +$11.4K +44 +2%
MMA
712
Miracle Mile Advisors
California
$570K +$519 +2 +0.1%
SWP
713
Sagespring Wealth Partners
Tennessee
$568K +$62.5K +241 +13%
B
714
Bensler
Washington
$567K +$1.82K +7 +0.3%
ONGA
715
O'Neil Global Advisors
California
$567K -$504K -1,943 -49%
PWPS
716
Pinnacle Wealth Planning Services
Ohio
$564K -$260 -1 -0%
CIS
717
Custom Index Systems
New York
$564K – – –
SOS
718
Silver Oak Securities
Tennessee
$562K -$37.9K -146 -7%
HAG
719
HighPoint Advisor Group
Illinois
$561K -$20.8K -80 -4%
SI
720
Severin Investments
Missouri
$559K +$527K +2,031 New
AWM
721
Accurate Wealth Management
Florida
$555K +$23.4K +90 +5%
PWMAG
722
Pinnacle Wealth Management Advisory Group
New Jersey
$555K +$42.6K +164 +9%
CBA
723
Coastal Bridge Advisors
Connecticut
$554K -$8.05K -31 -2%
JWWM
724
Johnson & White Wealth Management
Pennsylvania
$554K +$257K +992 +97%
PWM
725
Perigon Wealth Management
California
$552K +$174K +669 +50%
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