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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
776
Allen Investment Management
New York
$42.2M +$20K +140 +0%
NEI
777
Northwest & Ethical Investments
Ontario, Canada
$42.2M +$5.96M +41,691 +15%
OWM
778
Opes Wealth Management
California
$42.2M -$241K -1,685 -0.5%
COLIM
779
City of London Investment Management
United Kingdom
$42.2M +$5.62M +39,359 +14%
TAMH
780
Taikang Asset Management (HK)
Hong Kong
$42.1M +$19.7M +137,712 +74%
WDA
781
Wendell David Associates
New Hampshire
$42M -$189K -1,325 -0.4%
WANY
782
Wealthspire Advisors (New York)
New York
$42M +$3.8M +26,593 +9%
AWE
783
Avidian Wealth Enterprises
Texas
$41.9M +$4.87M +34,068 +12%
IFG
784
Independent Financial Group
California
$41.7M +$811K +5,674 +2%
GAI
785
General American Investors
New York
$41.7M -$2.43M -17,000 -5%
USCWA
786
U.S. Capital Wealth Advisors
Texas
$41.7M +$437K +3,058 +1%
Pacer Advisors
787
Pacer Advisors
Pennsylvania
$41.6M -$8.76M -61,279 -16%
ECM
788
Evergreen Capital Management
Washington
$41.4M -$616K -4,309 -1%
SIMG
789
Sonora Investment Management Group
Arizona
$41.4M +$2.34M +16,405 +5%
CRC
790
Curi RMB Capital
Illinois
$41.3M -$6.46M -45,217 -12%
RF
791
Rollins Financial
Georgia
$41.3M -$1.35M -9,454 -3%
Wealth Enhancement Advisory Services
792
Wealth Enhancement Advisory Services
Minnesota
$41.2M +$11.2M +78,588 +37%
PAS
793
Park Avenue Securities
New York
$41.2M +$412K +2,883 +0.9%
CCG
794
Ceeto Capital Group
Florida
$41.2M -$427K -2,990 -0.9%
TFS
795
Thoroughbred Financial Services
Tennessee
$41M +$4.01M +28,057 +10%
SEIA
796
Signature Estate & Investment Advisors
California
$40.9M +$470K +3,292 +1%
IGGA
797
Iron Gate Global Advisors
Utah
$40.9M +$27.2K +190 +0.1%
AL
798
Aspiriant LLC
California
$40.8M -$479K -3,349 -1%
BFA
799
Beaumont Financial Advisors
Massachusetts
$40.7M -$4.26M -29,781 -9%
FB
800
Fulton Bank
Pennsylvania
$40.6M -$400K -2,796 -0.9%