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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1651
Morling Financial Advisors
California
$495K
SFG
1652
Synergy Financial Group
California
$494K +$7.7K +100 +1%
BIM
1653
Baldwin Investment Management
Pennsylvania
$494K -$686K -8,912 -56%
CMTU
1654
Capital Markets Trading (UK)
United Kingdom
$490K +$525K +6,819 New
Edgewood Management
1655
Edgewood Management
Connecticut
$489K
OCA
1656
Odyssey Capital Advisors
Pennsylvania
$486K -$38.8K -504 -7%
TPI
1657
Trust Point Inc
Wisconsin
$484K +$17K +221 +3%
OIA
1658
Oakmont Investment Advisors
Pennsylvania
$481K -$1.37M -17,804 -73%
AI
1659
Arvest Investments
Arkansas
$480K +$513K +6,670 New
VCM
1660
Voleon Capital Management
California
$479K -$255K -3,316 -33%
LIM
1661
Letson Investment Management
Georgia
$479K
DE
1662
Defiance ETFs
New York
$479K +$513K +6,662 New
OA
1663
Oasis Advisors
Iowa
$478K +$511K +6,645 New
CPA
1664
Capital Performance Advisors
California
$478K +$49.1K +638 +11%
CRC
1665
Curi RMB Capital
Illinois
$473K -$2.69K -35 -0.5%
BFPW
1666
BOK Financial Private Wealth
Colorado
$471K -$54.9K -713 -10%
AAS
1667
Ameritas Advisory Services
Nebraska
$471K -$97.4K -1,266 -16%
V
1668
ViaWealth
Kansas
$471K -$9.62K -125 -2%
AO
1669
Advisor OS
Illinois
$471K -$400K -5,200 -44%
TAM
1670
Titleist Asset Management
Texas
$470K -$156K -2,024 -24%
EWA
1671
Exencial Wealth Advisors
Oklahoma
$470K -$461K -5,989 -48%
GA
1672
GFS Advisors
Texas
$468K
IWP
1673
Integrity Wealth Partners
California
$466K +$498K +6,475 New
SA
1674
Sonoma Allocations
California
$466K -$169K -2,198 -25%
SFG
1675
SageGuard Financial Group
Tennessee
$465K +$498K +6,466 New