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Name Holding Trade Value Shares
Change
Change in
Stake
Simplicity Wealth
1226
Simplicity Wealth
New Jersey
$2.31M +$242K +1,896 +11%
CIAS
1227
CFS Investment Advisory Services
New Jersey
$2.31M -$7.39K -58 -0.3%
SG
1228
StoneX Group
New York
$2.3M -$133K -1,046 -5%
CIEC
1229
Crédit Industriel et Commercial
France
$2.3M +$938K +7,359 +67%
SNB
1230
Security National Bank
Nebraska
$2.29M +$49.3K +387 +2%
AIM
1231
Allen Investment Management
New York
$2.29M +$854K +6,700 +58%
PWAM
1232
Papamarkou Wellner Asset Management
New York
$2.29M +$4.2K +33 +0.2%
Banque Transatlantique
1233
Banque Transatlantique
France
$2.27M -$50.6K -397 -2%
MCM
1234
Manchester Capital Management
Vermont
$2.26M -$198K -1,553 -8%
CTFG
1235
Capstone Triton Financial Group
Oklahoma
$2.26M +$68.8K +540 +3%
ICP
1236
Interchange Capital Partners
Pennsylvania
$2.24M +$101K +790 +5%
AWM
1237
Aries Wealth Management
Maine
$2.24M +$60.9K +478 +3%
SCS Capital Management
1238
SCS Capital Management
Massachusetts
$2.24M -$141K -1,105 -6%
VHAM
1239
Van Hulzen Asset Management
California
$2.24M +$61K +479 +3%
BFC
1240
Blue Fin Capital
Rhode Island
$2.24M -$47.8K -375 -2%
Focus Partners Advisor Solutions
1241
Focus Partners Advisor Solutions
Missouri
$2.24M +$1.87M +14,716 +470%
AWP
1242
Abacus Wealth Partners
California
$2.23M +$1.56M +12,260 +223%
LOAME
1243
Lombard Odier Asset Management (Europe)
United Kingdom
$2.22M -$7.47M -58,606 -77%
AF
1244
Arrow Financial
New York
$2.22M +$30.6K +240 +1%
Sowell Financial Services
1245
Sowell Financial Services
Arkansas
$2.22M -$33K -259 -1%
CFFP
1246
Center for Financial Planning
Michigan
$2.21M – – –
ILI
1247
Invesco LLC (Illinois)
Illinois
$2.21M +$8.54K +67 +0.4%
Dodge & Cox
1248
Dodge & Cox
California
$2.17M – – –
4WM
1249
44 Wealth Management
Oregon
$2.17M -$43.6K -342 -2%
EM
1250
ELCO Management
New York
$2.16M +$3.95K +31 +0.2%