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Name Holding Trade Value Shares
Change
Change in
Stake
Horizon Investments
651
Horizon Investments
North Carolina
$1.33M -$302K -2,739 -19%
HighPoint Advisor Group
652
HighPoint Advisor Group
Illinois
$1.32M +$90.9K +825 +7%
NewEdge Wealth
653
NewEdge Wealth
Pennsylvania
$1.31M +$801K +7,271 +156%
Confluence Wealth Services
654
Confluence Wealth Services
Pennsylvania
$1.31M +$10.6K +96 +0.8%
Silvercrest Asset Management
655
Silvercrest Asset Management
New York
$1.31M – – –
WF
656
WinCap Financial
Massachusetts
$1.31M -$90.3K -820 -6%
Whittier Trust
657
Whittier Trust
California
$1.31M -$54.6K -496 -4%
VA
658
VestGen Advisors
Illinois
$1.31M -$259K -2,350 -17%
Eventide Asset Management
659
Eventide Asset Management
Massachusetts
$1.3M +$69.5K +631 +6%
CWM
660
Cordatus Wealth Management
Pennsylvania
$1.3M +$2.2K +20 +0.2%
WI
661
WBI Investments
New Jersey
$1.3M +$1.3M +11,801 New
Carnegie Investment Counsel
662
Carnegie Investment Counsel
Ohio
$1.29M +$55.5K +504 +4%
Ossiam
663
Ossiam
France
$1.29M -$4.89M -44,402 -79%
BCP
664
Berkeley Capital Partners
Georgia
$1.29M +$2.2K +20 +0.2%
ITIM
665
Indiana Trust & Investment Management
Indiana
$1.28M – – –
HWAM
666
Hennion & Walsh Asset Management
New Jersey
$1.27M +$292K +2,648 +30%
JIC
667
Joel Isaacson & Co
New York
$1.26M +$14.1K +128 +1%
Fifth Third Wealth Advisors
668
Fifth Third Wealth Advisors
Ohio
$1.26M -$46K -418 -4%
CWP
669
Concord Wealth Partners
Virginia
$1.26M +$5.07K +46 +0.4%
CAMV
670
Concord Asset Management (Virginia)
Virginia
$1.26M +$3.97K +36 +0.3%
Advisors Capital Management
671
Advisors Capital Management
New Jersey
$1.25M +$59.7K +542 +5%
Kingswood Wealth Advisors
672
Kingswood Wealth Advisors
California
$1.25M +$111K +1,012 +10%
Graham Capital Management
673
Graham Capital Management
Connecticut
$1.23M +$1.23M +11,199 New
V
674
VeraBank
Texas
$1.23M – – –
ATC
675
Argent Trust Co
Tennessee
$1.22M +$1.76K +16 +0.1%