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Name Holding Trade Value Shares
Change
Change in
Stake
DA
526
Dash Acquisitions
California
$10.3M +$807K +7,573 +9%
CI
527
Capital International
California
$10.3M -$289K -2,713 -3%
HTC
528
Haverford Trust Company
Pennsylvania
$10.2M +$322K +3,023 +3%
CA
529
Clearstead Advisors
Ohio
$10.2M +$452K +4,238 +5%
AA
530
ALPS Advisors
Colorado
$10.2M -$500K -4,693 -5%
BMM
531
Buffington Mohr McNeal
Idaho
$10.2M -$75.8K -711 -0.8%
KPWS
532
Kestra Private Wealth Services
Texas
$10M +$592K +5,551 +6%
SWK
533
Stephen W. Kidder
$10M +$18.9K +177 +0.2%
TFGT
534
TS Financial Group (TSFG)
Illinois
$9.97M -$134K -1,253 -1%
BFO
535
Boston Family Office
Massachusetts
$9.94M -$374K -3,507 -4%
CS
536
Clear Street
New York
$9.92M +$9.7M +91,000 New
RT
537
Rockland Trust
Massachusetts
$9.87M -$749K -7,029 -7%
IIM
538
Intact Investment Management
Quebec, Canada
$9.83M +$8.57M +80,400 +820%
CA
539
Callahan Advisors
Texas
$9.77M -$223K -2,092 -2%
FAT
540
First American Trust
California
$9.74M -$664K -6,232 -7%
JWM
541
JGP Wealth Management
Oregon
$9.71M +$319K +2,994 +3%
MJP
542
Michael J. Puzo
$9.65M -$29.7K -279 -0.3%
PFS
543
Prospera Financial Services
Texas
$9.64M +$539K +5,060 +6%
SCM
544
Schnieders Capital Management
California
$9.5M -$46.5K -436 -0.5%
AAS
545
Annex Advisory Services
Wisconsin
$9.49M +$24.9K +234 +0.3%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$9.47M +$488K +4,578 +6%
AR
547
Apeiron RIA
Texas
$9.45M
GT
548
Glenview Trust
Kentucky
$9.42M +$100K +941 +1%
SIG
549
Stonegate Investment Group
Alabama
$9.41M +$5.22K +49 +0.1%
SCM
550
Sirios Capital Management
Massachusetts
$9.41M +$1.4M +13,097 +18%