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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
676
Curbstone Financial Management Corp
New Hampshire
$1.21M +$21K +200 +2%
Wealthspire Advisors (New York)
677
Wealthspire Advisors (New York)
New York
$1.21M -$30.9K -294 -3%
Advisors Capital Management
678
Advisors Capital Management
New Jersey
$1.21M +$13.7K +130 +1%
CCP
679
Cushing Capital Partners
Wisconsin
$1.2M -$23.3K -222 -2%
CA
680
Carson Advisory
Georgia
$1.2M -$83.4K -794 -7%
Forum Financial Management
681
Forum Financial Management
Illinois
$1.2M +$151K +1,440 +16%
ACM
682
Aurdan Capital Management
Pennsylvania
$1.18M – – –
WHCI
683
W.H. Cornerstone Investments
Massachusetts
$1.18M +$1.89K +18 +0.2%
ZWJ Investment Counsel
684
ZWJ Investment Counsel
Georgia
$1.18M +$7.88K +75 +0.7%
LPT
685
Legacy Private Trust
Wisconsin
$1.18M -$420 -4 -0%
Pure Financial Advisors
686
Pure Financial Advisors
California
$1.17M +$44.9K +427 +4%
FPWM
687
FSB Premier Wealth Management
Iowa
$1.17M – – –
WC
688
Westerkirk Capital
$1.16M – – –
OBAM
689
ODDO BHF Asset Management
France
$1.16M – – –
EMAM
690
Encompass More Asset Management
California
$1.15M – – –
Kingswood Wealth Advisors
691
Kingswood Wealth Advisors
California
$1.15M +$182K +1,735 +20%
Tidal Investments
692
Tidal Investments
Wisconsin
$1.15M -$151K -1,435 -12%
DFC
693
DB Fitzpatrick & Co
Idaho
$1.15M -$19.4K -185 -2%
Exencial Wealth Advisors
694
Exencial Wealth Advisors
Oklahoma
$1.14M -$85.9K -818 -7%
SAM
695
Smithbridge Asset Management
Pennsylvania
$1.13M – – –
GB
696
Goepper Burkhardt
South Carolina
$1.12M – – –
Vestcor Inc
697
Vestcor Inc
New Brunswick, Canada
$1.12M -$114K -1,090 -10%
QI
698
QV Investors
Alberta, Canada
$1.12M -$1.05M -10,000 -50%
Bragg Financial Advisors
699
Bragg Financial Advisors
North Carolina
$1.12M -$50.4K -480 -5%
FWP
700
Firethorn Wealth Partners
Georgia
$1.12M +$11.3K +108 +1%