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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
551
J.W. Burns & Co
New York
$6.24M +$211K +885 +4%
ANBT
552
American National Bank & Trust
Texas
$6.21M +$191K +800 +3%
AP
553
Advisor Partners
California
$6.21M -$466K -1,951 -7%
UF
554
Univest Financial
Pennsylvania
$6.18M -$23.6K -99 -0.4%
NW
555
NewEdge Wealth
Pennsylvania
$6.07M +$4.08M +17,111 +235%
OBGC
556
O'Brien Greene & Co
Pennsylvania
$6.03M -$13.1K -55 -0.2%
CAM
557
Columbia Asset Management
Michigan
$6.02M +$8.35K +35 +0.1%
NGA
558
Naples Global Advisors
Florida
$5.99M +$103K +431 +2%
NL
559
Navalign LLC
California
$5.98M +$5.74M +24,046 New
Kayne Anderson Rudnick Investment Management
560
Kayne Anderson Rudnick Investment Management
California
$5.96M +$119K +498 +2%
AAA
561
Adams Asset Advisors
Texas
$5.94M +$113K +475 +2%
MSU
562
Mizuho Securities USA
New York
$5.93M +$5.69M +23,846 New
AFA
563
Arlington Financial Advisors
California
$5.91M +$178K +746 +3%
TCBWMS
564
Texas Capital Bank Wealth Management Services
Texas
$5.91M +$819K +3,431 +17%
SC
565
SouthState Corp
Florida
$5.91M -$12.6K -53 -0.2%
ECM
566
Exchange Capital Management
Michigan
$5.9M -$141K -593 -2%
OIM
567
Opus Investment Management
Massachusetts
$5.87M
V
568
Veritable
Delaware
$5.83M +$353K +1,480 +7%
MYAM
569
Meiji Yasuda Asset Management
Japan
$5.81M +$2.56M +10,712 +85%
CT
570
Coastline Trust
Rhode Island
$5.79M +$17.9K +75 +0.3%
ZCM
571
Ziegler Capital Management
Illinois
$5.78M -$2.85M -11,927 -34%
MCP
572
Martin Capital Partners
Oregon
$5.76M +$19.6K +82 +0.4%
BIA
573
Biondo Investment Advisors
Pennsylvania
$5.75M +$157K +656 +3%
HCM
574
Highlander Capital Management
New Jersey
$5.73M
RBA
575
Richard Bernstein Advisors
New York
$5.72M -$880K -3,687 -14%