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Name Holding Trade Value Shares
Change
Change in
Stake
PRS
751
Pinkerton Retirement Specialists
Idaho
$5.79M -$66.7K -187 -1%
NFG
752
Nations Financial Group
Iowa
$5.78M -$95.9K -269 -2%
NC
753
Nicholas Company
Wisconsin
$5.78M
CW
754
CreativeOne Wealth
Kansas
$5.77M -$272K -764 -4%
PMG
755
ProVise Management Group
Florida
$5.73M -$8.91K -25 -0.2%
Bank Julius Baer & Co
756
Bank Julius Baer & Co
Switzerland
$5.7M +$81.3K +228 +1%
STA
757
Summit Trail Advisors
New York
$5.68M +$945K +2,650 +20%
AWM
758
Axxcess Wealth Management
California
$5.68M +$724K +2,032 +14%
RCM
759
RB Capital Management
Nevada
$5.66M -$69.2K -194 -1%
GT
760
Greenleaf Trust
Michigan
$5.65M +$347K +973 +6%
MP
761
McDonald Partners
Ohio
$5.64M -$16.8K -47 -0.3%
TCA
762
Trifecta Capital Advisors
Illinois
$5.63M +$163K +458 +3%
NDSIB
763
North Dakota State Investment Board
North Dakota
$5.61M -$1.03M -2,879 -15%
TCM
764
Twin Capital Management
Pennsylvania
$5.6M +$459K +1,288 +9%
CAIM
765
Catherine Avery Investment Management
Florida
$5.59M +$1.19M +3,336 +27%
SAM
766
Simplify Asset Management
Nevada
$5.57M -$13M -36,506 -70%
DWML
767
Decker Wealth Management LLC
Tennessee
$5.57M -$322K -902 -5%
IIM
768
Ipswich Investment Management
Massachusetts
$5.57M -$82K -230 -1%
SC
769
Sawyer & Company
Massachusetts
$5.56M -$109K -306 -2%
RFC
770
Regions Financial Corp
Alabama
$5.55M -$212K -594 -4%
PWM
771
Perigon Wealth Management
California
$5.55M +$178K +499 +3%
MAS
772
Meeder Advisory Services
Ohio
$5.53M +$417K +1,170 +8%
ACM
773
Alpha Capital Management
Texas
$5.49M -$9.98K -28 -0.2%
EI
774
EDMP Inc
Florida
$5.46M -$51.7K -145 -0.9%
VWM
775
Vertrix Wealth Management
Michigan
$5.44M +$5.51M +15,456 New