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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
476
OneAscent Financial Services
Alabama
$454K -$32.3K -131 -7%
PCIA
477
Prime Capital Investment Advisors
Kansas
$453K -$70K -284 -13%
MIH
478
Meitav Investment House
Israel
$453K +$56.2K +228 +14%
BCM
479
BlueCrest Capital Management
Jersey
$453K +$452K +1,832 New
Vanguard Personalized Indexing Management
480
Vanguard Personalized Indexing Management
California
$449K +$44.4K +180 +11%
WCM
481
Weld Capital Management
New York
$449K +$448K +1,816 New
KeyBank National Association
482
KeyBank National Association
Ohio
$446K -$10.8K -44 -2%
Koshinski Asset Management
483
Koshinski Asset Management
Illinois
$443K +$332K +1,345 New
PFWA
484
Paces Ferry Wealth Advisors
Georgia
$443K +$442K +1,794 New
CAL
485
Capital Analysts LLC
Pennsylvania
$437K – – –
PA
486
Pinnacle Associates
New York
$435K -$28.4K -115 -6%
CAAS
487
Capital Asset Advisory Services
Michigan
$428K -$247 -1 -0.1%
LWCFA
488
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$421K – – –
RIM
489
Redpoint Investment Management
Australia
$417K -$149K -605 -26%
IFWM
490
Institute for Wealth Management
Colorado
$415K +$46.4K +188 +13%
CAM
491
Cresset Asset Management
Illinois
$411K +$410K +1,665 New
ET
492
Equitable Trust
Tennessee
$409K +$2.22K +9 +0.5%
AWM
493
Avitas Wealth Management
California
$398K +$77.7K +315 +24%
WWM
494
Western Wealth Management
Colorado
$397K +$125K +505 +46%
IFG
495
Independent Financial Group
California
$397K -$23.9K -97 -6%
CAM
496
CenterStar Asset Management
Illinois
$395K – – –
SBSB
497
Sullivan, Bruyette, Speros & Blaney
Virginia
$384K -$14.8K -60 -4%
GA
498
Greytown Advisors
Florida
$382K +$1.48K +6 +0.4%
HMS
499
Hanseatic Management Services
New Mexico
$376K +$375K +1,521 New
CAI
500
Capital Advisors Inc
Oklahoma
$373K – – –