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Name Holding Trade Value Shares
Change
Change in
Stake
AG
551
Ascent Group
Virginia
$6.22M +$4.6M +20,038 +352%
VVP
552
Venture Visionary Partners
Ohio
$6.2M +$314K +1,368 +6%
CA
553
Cambridge Advisors
Nebraska
$6.19M +$23.2K +101 +0.4%
SG
554
Stonnington Group
California
$6.15M +$2.53M +11,014 +82%
LWANC
555
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.14M -$11K -48 -0.2%
NGM
556
North Growth Management
British Columbia, Canada
$6.14M -$4.6M -20,000 -44%
SA
557
Strategic Advisors
New York
$6.14M -$34.7K -151 -0.6%
UF
558
Univest Financial
Pennsylvania
$6.13M +$80.9K +352 +1%
BCV
559
Banque Cantonale Vaudoise
Switzerland
$6.13M -$1.02M -4,427 -15%
CWM
560
Concentric Wealth Management
California
$6.11M +$85K +370 +1%
TPCW
561
TD Private Client Wealth
New York
$6.11M +$1.88M +8,171 +48%
PSP
562
Principal Street Partners
Tennessee
$6.1M +$1.21M +5,272 +26%
BRWA
563
B. Riley Wealth Advisors
Florida
$6.1M +$379K +1,648 +7%
OBGC
564
O'Brien Greene & Co
Pennsylvania
$6.06M +$22.3K +97 +0.4%
MCP
565
Martin Capital Partners
Oregon
$6.06M +$257K +1,119 +5%
AFG
566
Albion Financial Group
Utah
$6.05M -$7.58K -33 -0.1%
NMIMC
567
Northwestern Mutual Investment Management Company
Wisconsin
$6.02M -$691K -3,007 -11%
GG
568
Gofen & Glossberg
Illinois
$6.02M -$162K -707 -3%
Fuller & Thaler Asset Management
569
Fuller & Thaler Asset Management
California
$5.97M +$118K +513 +2%
NL
570
Navalign LLC
California
$5.95M
ACM
571
Azimuth Capital Management
Michigan
$5.93M +$4.13M +17,965 +273%
TCM
572
Telos Capital Management
California
$5.93M +$103K +450 +2%
BHWA
573
Beacon Harbor Wealth Advisors
Virginia
$5.91M +$5.62M +24,440 New
SC
574
SouthState Corp
Florida
$5.89M +$92.1K +401 +2%
CCP
575
Corient Capital Partners
California
$5.89M +$320K +1,392 +6%