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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1001
ALPS Advisors
Colorado
$457K +$449K +3,898 New
BA
1002
Bridgewater Advisors
New York
$456K +$12.5K +109 +3%
BW
1003
BXM Wealth
Colorado
$454K
CWG
1004
Cornerstone Wealth Group
North Carolina
$454K +$23.6K +205 +6%
PA
1005
ProCore Advisors
California
$453K +$115 +1 +0%
KFI
1006
Key Financial Inc
Pennsylvania
$453K
UBP
1007
Union Bancaire Privee
Switzerland
$450K
PA
1008
Profund Advisors
Maryland
$450K -$21.4K -186 -5%
AT
1009
American Trust
Kentucky
$447K -$1.15K -10 -0.3%
CC
1010
Chicago Capital
Illinois
$447K
PFGIA
1011
Patriot Financial Group Insurance Agency
Massachusetts
$447K -$430K -3,737 -50%
FHC
1012
First Horizon Corporation
Tennessee
$445K +$155K +1,344 +55%
Luther King Capital Management (LKCM)
1013
Luther King Capital Management (LKCM)
Texas
$444K -$23K -200 -5%
LIM
1014
Letson Investment Management
Georgia
$444K
TWM
1015
TriaGen Wealth Management
California
$443K +$5.3K +46 +1%
TFS
1016
Thoroughbred Financial Services
Tennessee
$442K +$1.04K +9 +0.2%
BAM
1017
Brave Asset Management
New Jersey
$441K
EARNEST Partners
1018
EARNEST Partners
Georgia
$439K +$9.79K +85 +2%
PP
1019
Patten & Patten
Tennessee
$438K -$4.03K -35 -0.9%
IF
1020
Intrua Financial
Texas
$438K +$21.8K +189 +5%
JIC
1021
Johnson Investment Counsel
Ohio
$436K +$1.61K +14 +0.4%
FWTB
1022
First Western Trust Bank
Colorado
$434K +$1.38K +12 +0.3%
ANC
1023
Ames National Corp
Iowa
$433K
PF
1024
Phoenix Financial
Israel
$432K +$426K +3,697 New
KFP
1025
Kerr Financial Planning
California
$431K +$345 +3 +0.1%