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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
601
Dynamic Advisor Solutions
Arizona
$6.71M +$1.59M +5,844 +36%
TPCW
602
TD Private Client Wealth
New York
$6.7M -$2.59M -9,519 -29%
PGA
603
Portland Global Advisors
Maine
$6.7M +$49K +180 +0.8%
GCC
604
Guardian Capital (Canada)
Ontario, Canada
$6.69M -$64K -235 -1%
ZB
605
Zions Bancorporation
Utah
$6.69M -$2.61M -9,563 -29%
JPWM
606
Jamison Private Wealth Management
Georgia
$6.66M +$6.81K +25 +0.1%
SCM
607
Schnieders Capital Management
California
$6.64M -$475K -1,745 -7%
IAA
608
Independent Advisor Alliance
North Carolina
$6.63M +$76.8K +282 +1%
ACIM
609
Azimuth Capital Investment Management
Michigan
$6.6M -$43.6K -160 -0.7%
SB
610
Simmons Bank
Arkansas
$6.59M -$1.19M -4,360 -16%
BLC
611
Brown, Lisle/Cummings
Rhode Island
$6.59M +$237K +870 +4%
SCM
612
Sitrin Capital Management
California
$6.57M -$86.9K -319 -1%
CA
613
Cornerstone Advisors
North Carolina
$6.57M -$436K -1,600 -7%
JAG
614
Journey Advisory Group
Kentucky
$6.55M +$89.1K +327 +1%
FC
615
Fusion Capital
South Carolina
$6.54M +$78.7K +289 +1%
ACM
616
Argyle Capital Management
Pennsylvania
$6.5M -$865K -3,175 -12%
FWCM
617
Ferguson Wellman Capital Management
Oregon
$6.5M +$203K +745 +3%
EHC
618
Everett Harris & Co
California
$6.49M +$177K +650 +3%
SC
619
SouthState Corp
Florida
$6.49M +$3.23M +11,854 +111%
JWBC
620
J.W. Burns & Co
New York
$6.49M -$37.3K -137 -0.6%
BCM
621
Birch Capital Management
Texas
$6.45M -$130K -478 -2%
MKA
622
M. Kulyk & Associates
Georgia
$6.45M -$257K -944 -4%
KNW
623
Kesler Norman & Wride
Utah
$6.45M -$45K -165 -0.7%
AIP
624
Ameritas Investment Partners
Nebraska
$6.45M +$134K +493 +2%
PCM
625
Parsons Capital Management
Rhode Island
$6.39M -$545 -2 -0%