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Name Holding Trade Value Shares
Change
Change in
Stake
JIR
1551
James Investment Research
Ohio
$31.9M -$1.33M -4,641 -4%
PA
1552
Proem Advisors
Texas
$31.8M -$2.86M -10,000 -8%
TE
1553
Tema ETFs
New York
$31.8M +$3.03M +10,585 +11%
CAM
1554
Claret Asset Management
Quebec, Canada
$31.8M -$731K -2,555 -2%
LWMM
1555
Legacy Wealth Management (Mississippi)
Mississippi
$31.8M +$175K +611 +0.6%
PWAM
1556
Private Wealth Asset Management
Iowa
$31.7M -$1.04M -3,624 -3%
SSI
1557
Scott & Selber Inc
Texas
$31.7M -$8.58K -30 -0%
KLWA
1558
Kelly Lawrence W & Associates
California
$31.6M -$251K -877 -0.8%
SWA
1559
Sax Wealth Advisors
New Jersey
$31.6M +$4.72M +16,504 +15%
HA
1560
Huntleigh Advisors
Missouri
$31.6M +$943K +3,298 +3%
CT
1561
Clearstead Trust
Maine
$31.6M +$232K +812 +0.7%
AC
1562
Arjuna Capital
North Carolina
$31.5M -$1.1M -3,855 -3%
GJWM
1563
Gilliland Jeter Wealth Management
Arkansas
$31.5M -$723K -2,527 -2%
HWM
1564
Hohimer Wealth Management
Washington
$31.5M -$1.51M -5,285 -5%
PL
1565
Perpetual Ltd
Australia
$31.5M -$1.29M -4,495 -4%
MSFS
1566
Main Street Financial Solutions
Pennsylvania
$31.5M -$217K -758 -0.7%
DE
1567
Diversified Enterprises
Delaware
$31.5M +$400K +1,397 +1%
WPW
1568
Waldron Private Wealth
Pennsylvania
$31.4M -$485K -1,694 -2%
RPWA
1569
Regent Peak Wealth Advisors
Georgia
$31.3M +$88.1K +308 +0.3%
DCM
1570
Decatur Capital Management
Georgia
$31.2M +$1.43K +5 +0%
CIA
1571
Covington Investment Advisors
Pennsylvania
$31.2M -$464K -1,623 -1%
PT
1572
Plimoth Trust
Massachusetts
$31.2M -$15.7K -55 -0.1%
GWANC
1573
Guardian Wealth Advisors (North Carolina)
North Carolina
$31.1M -$18.3K -64 -0.1%
MNBTD
1574
Moody National Bank Trust Division
Texas
$31.1M -$884K -3,090 -3%
SC
1575
Sierra Capital
Florida
$31M -$51.5K -180 -0.2%