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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
1526
Renaissance Investment Group
Massachusetts
$16.2M -$171K -1,132 -0.9%
BDWM
1527
Brewin Dolphin Wealth Management
Ireland
$16.2M -$5.39M -35,570 -23%
OFG
1528
Oxford Financial Group
Indiana
$16.2M +$51.9K +343 +0.3%
OHIS
1529
Oak Harvest Investment Services
Texas
$16.2M +$380K +2,507 +2%
CS
1530
Comerica Securities
Michigan
$16.2M -$116K -764 -0.6%
CCM
1531
Crossvault Capital Management
Texas
$16.1M -$690K -4,559 -4%
AAA
1532
Adams Asset Advisors
Texas
$16.1M +$235K +1,549 +1%
PG
1533
Pendal Group
Australia
$16.1M -$6.16M -40,672 -26%
FIA
1534
Foundations Investment Advisors
Arizona
$16.1M +$7.05M +46,554 +71%
TA
1535
Tiedemann Advisors
New York
$16.1M -$7.27M -48,036 -29%
SAM
1536
Security Asset Management
New York
$16M +$1.05M +6,917 +6%
CJL
1537
Cyrus J. Lawrence
New York
$16M -$1.27M -8,366 -7%
BCM
1538
Buckhead Capital Management
Georgia
$16M -$847K -5,594 -5%
MFG
1539
Magnus Financial Group
New York
$16M +$1.23M +8,107 +7%
9WM
1540
9258 Wealth Management
Ohio
$16M +$220K +1,452 +1%
MSFS
1541
Main Street Financial Solutions
Pennsylvania
$15.9M -$181K -1,195 -1%
MWM
1542
Marietta Wealth Management
Georgia
$15.9M +$243K +1,604 +1%
SG
1543
StoneX Group
New York
$15.9M -$6.41M -42,334 -27%
WF
1544
WoodTrust Financial
Wisconsin
$15.8M +$630K +4,161 +4%
BB
1545
Berkshire Bank
Massachusetts
$15.8M -$263K -1,739 -1%
GC
1546
GFG Capital
Florida
$15.8M +$322K +2,124 +2%
BRA
1547
Biechele Royce Advisors
Indiana
$15.8M -$181K -1,193 -1%
CPIA
1548
Cornell Pochily Investment Advisors
New York
$15.8M +$8.18K +54 +0%
MCG
1549
McCollum Christoferson Group
New York
$15.8M -$304K -2,008 -2%
RPWA
1550
Regent Peak Wealth Advisors
Georgia
$15.8M +$15.1K +100 +0.1%