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Name Holding Trade Value Shares
Change
Change in
Stake
OWM
201
OneAscent Wealth Management
Alabama
$300K +$271K +1,940 New
BTW
202
Boston Trust Walden
Massachusetts
$298K
OCG
203
Opus Capital Group
Ohio
$298K
HC
204
Henshaw Capital
Massachusetts
$297K +$268K +1,919 New
SPIA
205
Steward Partners Investment Advisory
New York
$293K -$1.26K -9 -0.5%
SFA
206
Sequoia Financial Advisors
Ohio
$292K
BOPW
207
Brandywine Oak Private Wealth
Pennsylvania
$288K -$80.9K -579 -24%
CAG
208
Csenge Advisory Group
Florida
$285K +$258K +1,847 New
EI
209
Ellevest Inc
New York
$281K +$24.2K +173 +11%
CAPTRUST Financial Advisors
210
CAPTRUST Financial Advisors
North Carolina
$281K +$118K +843 +87%
KeyBank National Association
211
KeyBank National Association
Ohio
$279K +$7.69K +55 +3%
AIM
212
Aigen Investment Management
New York
$275K +$230K +1,643 +1,217%
FHA
213
First Horizon Advisors
Tennessee
$273K +$1.82K +13 +0.7%
HJIM
214
Henry James International Management
New York
$266K
HC
215
Hourglass Capital
Texas
$263K
FA
216
FDx Advisors
Illinois
$262K +$237K +1,696 New
ZB
217
Zions Bancorporation
Utah
$259K +$280 +2 +0.1%
AAM
218
Auxier Asset Management
Oregon
$258K
AMC
219
Asset Management Corp
Illinois
$258K +$559 +4 +0.2%
SCM
220
SOL Capital Management
Maryland
$255K
WCA
221
Westover Capital Advisors
Delaware
$254K
D.E. Shaw & Co
222
D.E. Shaw & Co
New York
$254K +$230K +1,644 New
Baird Financial Group
223
Baird Financial Group
Wisconsin
$252K +$228K +1,632 New
WS
224
Wedbush Securities
California
$247K -$46.8K -335 -17%
TA
225
Tectonic Advisors
Texas
$245K +$222K +1,586 New