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Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1351
Pacific Wealth Strategies Group
California
$25.1M +$18.8K +112 +0.1%
TNBTD
1352
Trustmark National Bank Trust Department
Mississippi
$25M -$898K -5,343 -4%
FMWA
1353
Forvis Mazars Wealth Advisors
Missouri
$25M +$896K +5,330 +4%
WAM
1354
Wallington Asset Management
Indiana
$25M +$272K +1,620 +1%
SIC
1355
Sigma Investment Counselors
Michigan
$25M -$17.8K -106 -0.1%
TGCMU
1356
Titan Global Capital Management USA
New York
$25M -$12.9M -76,764 -35%
PAM
1357
Peak Asset Management
Colorado
$25M -$1.23M -7,286 -5%
SP
1358
Symmetry Partners
Connecticut
$24.9M -$1.82M -10,803 -7%
VSI
1359
Verde Servicos Internacionais
Brazil
$24.9M -$13.9M -82,507 -37%
HCM
1360
Howland Capital Management
Massachusetts
$24.9M -$274K -1,631 -1%
SACTSONJ
1361
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$24.8M -$454K -2,700 -2%
VAM
1362
Vontobel Asset Management
New York
$24.8M -$4.55M -27,044 -16%
SGCA
1363
Steel Grove Capital Advisors
Tennessee
$24.8M -$3.95M -23,502 -14%
LWANC
1364
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8M -$259K -1,540 -1%
MCWS
1365
McKinley Carter Wealth Services
West Virginia
$24.8M -$238K -1,418 -1%
JWA
1366
JFS Wealth Advisors
Pennsylvania
$24.7M +$294K +1,750 +1%
RCAG
1367
Rehmann Capital Advisory Group
Michigan
$24.7M +$189K +1,124 +0.8%
SXL
1368
Summit X LLC
Missouri
$24.6M -$113K -674 -0.5%
RIA
1369
Regal Investment Advisors
Michigan
$24.6M +$230K +1,365 +1%
BO
1370
BRR OpCo
Ohio
$24.6M -$344K -2,045 -1%
CA
1371
CoreCap Advisors
Michigan
$24.5M -$756K -4,494 -3%
PPW
1372
Parcion Private Wealth
Washington
$24.5M -$682K -4,057 -3%
WBC
1373
West Branch Capital
Massachusetts
$24.5M -$1.46M -8,687 -6%
YWP
1374
YorkBridge Wealth Partners
New York
$24.5M -$702K -4,174 -3%
CCM
1375
Chickasaw Capital Management
Tennessee
$24.5M -$291K -1,730 -1%