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Name Holding Trade Value Shares
Change
Change in
Stake
TBC
501
Ted Buchan & Co
California
$2.98M +$186K +255 +6%
NAM
502
NorthCrest Asset Manangement
Minnesota
$2.98M -$2.18K -3 -0.1%
CWM
503
Calamos Wealth Management
Illinois
$2.97M +$966K +1,328 +42%
TCOK
504
Trust Company of Kansas
Kansas
$2.97M +$3.26M +4,480 New
Toronto Dominion Bank
505
Toronto Dominion Bank
Ontario, Canada
$2.95M +$1.09M +1,500 +51%
SC
506
Slow Capital
California
$2.95M +$63.3K +87 +2%
MIP
507
Marietta Investment Partners
Wisconsin
$2.94M -$370K -509 -10%
HAG
508
HighPoint Advisor Group
Illinois
$2.94M -$72.7K -100 -2%
IAA
509
Independent Advisor Alliance
North Carolina
$2.93M -$98.9K -136 -3%
AIS
510
AM Investment Strategies
Tennessee
$2.93M +$3.21M +4,418 New
CHAM
511
Clear Harbor Asset Management
Connecticut
$2.91M +$701K +963 +28%
BSAM
512
Blue Square Asset Management
New York
$2.9M -$32.7K -45 -1%
Carson Wealth (CWM LLC)
513
Carson Wealth (CWM LLC)
Nebraska
$2.88M +$268K +369 +9%
RPC
514
Rossmore Private Capital
Connecticut
$2.88M +$10.2K +14 +0.3%
DZ Bank
515
DZ Bank
Germany
$2.87M -$2.95M -4,054 -48%
JF
516
Jump Financial
Illinois
$2.87M +$3.15M +4,333 New
DIA
517
Dana Investment Advisors
Wisconsin
$2.86M +$1.24M +1,700 +65%
CB
518
Commerce Bank
Missouri
$2.83M +$69.1K +95 +2%
BCM
519
Beck Capital Management
Texas
$2.83M -$95.3K -131 -3%
BCM
520
Bourgeon Capital Management
Connecticut
$2.83M -$542K -745 -15%
CWP
521
Capital Wealth Planning
Florida
$2.82M +$1.55M +2,124 +100%
YCM
522
Yousif Capital Management
Michigan
$2.82M
VCA
523
Verdence Capital Advisors
Maryland
$2.81M +$254K +349 +9%
William Blair Investment Management
524
William Blair Investment Management
Illinois
$2.79M -$330K -453 -10%
FG
525
Fiduciary Group
Georgia
$2.79M +$682K +937 +29%