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Name Holding Trade Value Shares
Change
Change in
Stake
Diversify Advisory Services
626
Diversify Advisory Services
Utah
$1.15M +$1.1M +13,443 New
CAM
627
Cozad Asset Management
Illinois
$1.14M +$164 +2 +0%
DFC
628
DB Fitzpatrick & Co
Idaho
$1.14M -$30.7K -375 -3%
Whittier Trust
629
Whittier Trust
California
$1.13M +$34.5K +421 +3%
Groupama Asset Management
630
Groupama Asset Management
France
$1.12M -$700K -8,542 -57%
NEOS Investment Management
631
NEOS Investment Management
Connecticut
$1.12M +$452K +5,512 +73%
Kingsview Wealth Management
632
Kingsview Wealth Management
Oregon
$1.12M +$12.3K +150 +1%
GAAM
633
Guinness Atkinson Asset Management
California
$1.11M – – –
CFP
634
Cascade Financial Partners
California
$1.1M +$1.12M +13,690 New
MSFS
635
Main Street Financial Solutions
Pennsylvania
$1.1M +$82 +1 +0%
Caprock Group
636
Caprock Group
Idaho
$1.1M +$17.3K +211 +2%
ITIM
637
Indiana Trust & Investment Management
Indiana
$1.09M -$12.3K -150 -1%
Tokio Marine Asset Management
638
Tokio Marine Asset Management
Japan
$1.08M +$44.6K +544 +5%
CSPIA
639
Cary Street Partners Investment Advisory
Virginia
$1.07M +$24.5K +299 +2%
MCC
640
Money Concepts Capital
Florida
$1.05M +$5.74K +70 +0.6%
WA
641
Waddell & Associates
Tennessee
$1.04M +$6.07K +74 +0.6%
VWM
642
Venturi Wealth Management
Texas
$1.02M -$7.3K -89 -0.7%
MRCM
643
M&R Capital Management
New Jersey
$1.01M -$984 -12 -0.1%
PWP
644
Principle Wealth Partners
Connecticut
$1.01M – – –
Equitable Holdings
645
Equitable Holdings
New York
$994K +$106K +1,297 +13%
BCP
646
Berkeley Capital Partners
Georgia
$987K – – –
Nicholas Hoffman & Company
647
Nicholas Hoffman & Company
Georgia
$987K +$7.95K +97 +0.9%
TCOV
648
Trust Company of Vermont
Vermont
$983K +$1.8K +22 +0.2%
KCM
649
Kathmere Capital Management
Pennsylvania
$982K +$86.6K +1,056 +10%
JIC
650
Joel Isaacson & Co
New York
$974K – – –