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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
726
OneAscent Financial Services
Alabama
$239K -$353K -1,129 -61%
OIA
727
OneDigital Investment Advisors
Kansas
$238K +$220K +704 New
NSIM
728
North Star Investment Management
Illinois
$237K – – –
BMC
729
Benin Management Corp
Connecticut
$237K +$219K +700 New
BWM
730
Buckley Wealth Management
Nevada
$237K +$219K +700 New
CS
731
Comerica Securities
Michigan
$237K +$219K +701 New
PL
732
Plancorp LLC
Missouri
$237K +$219K +701 New
C
733
Certuity
Florida
$236K +$218K +697 New
RE
734
RBC Europe
United Kingdom
$235K +$625 +2 +0.3%
HFM
735
Harvest Fund Management
China
$234K -$64.7K -207 -23%
Fifth Third Bancorp
736
Fifth Third Bancorp
Ohio
$234K +$55.3K +177 +34%
GRP
737
Global Retirement Partners
California
$230K +$63.4K +203 +43%
GWMIA
738
Global Wealth Management Investment Advisory
Florida
$229K +$173K +554 +450%
BJL
739
Brighton Jones LLC
Washington
$229K +$211K +676 New
KP
740
Keel Point
Alabama
$229K +$212K +677 New
PTP
741
Platform Technology Partners
New York
$228K +$211K +675 New
WPP
742
Whalerock Point Partners
Rhode Island
$226K +$209K +668 New
ST
743
Smithfield Trust
Pennsylvania
$223K – – –
MCM
744
Mitchell Capital Management
Kansas
$223K +$206K +660 New
DACG
745
Donor Advised Charitable Giving
California
$222K +$205K +655 New
SC
746
Scotia Capital
Ontario, Canada
$221K +$204K +653 New
CC
747
Cornerstone Capital
California
$220K +$203K +650 New
BAM
748
Belpointe Asset Management
Nevada
$218K +$26.2K +84 +15%
CWM
749
Chesapeake Wealth Management
Virginia
$218K +$201K +643 New
AFP
750
Ausdal Financial Partners
Iowa
$217K -$96.9K -310 -33%