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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
526
Augustine Asset Management
Florida
$5.11M -$90.8K -87 -2%
TSS
527
Thomas Story & Son
Indiana
$5.1M
BSAM
528
Blue Square Asset Management
New York
$5.1M +$137K +131 +3%
VWM
529
Venturi Wealth Management
Texas
$5.09M +$800K +767 +19%
BB
530
Busey Bank
Illinois
$5.09M +$219K +210 +5%
QI
531
Qtron Investments
Massachusetts
$5.08M -$564K -541 -10%
AFG
532
Atomi Financial Group
New York
$5.07M +$1.53M +1,468 +45%
GXJ
533
Global X Japan
Japan
$5.05M -$683K -655 -12%
Envestnet Portfolio Solutions
534
Envestnet Portfolio Solutions
Illinois
$5.03M +$698K +669 +17%
SA
535
Strategic Advisors
New York
$5.03M +$2.09K +2 +0%
Fidelity International
536
Fidelity International
Bermuda
$5.01M +$4.89M +4,685 New
EG
537
Ellerson Group
Maryland
$4.94M -$119K -114 -2%
KHCM
538
Kirtland Hills Capital Management
Ohio
$4.94M +$487K +467 +11%
HBWM
539
Hollow Brook Wealth Management
New York
$4.89M -$537K -515 -10%
Carson Wealth (CWM LLC)
540
Carson Wealth (CWM LLC)
Nebraska
$4.88M +$356K +341 +8%
GT
541
Glenview Trust
Kentucky
$4.86M -$83.5K -80 -2%
BHWM
542
Bar Harbor Wealth Management
New Hampshire
$4.84M
SCP
543
Stamos Capital Partners
California
$4.79M -$2.7M -2,586 -37%
VCA
544
Verdence Capital Advisors
Maryland
$4.79M -$583K -559 -11%
TBC
545
Ted Buchan & Co
California
$4.79M +$789K +756 +20%
PS
546
Principal Securities
Iowa
$4.78M +$966K +926 +26%
PA
547
Paragon Advisors
Texas
$4.76M +$21.9K +21 +0.5%
YCM
548
Yousif Capital Management
Michigan
$4.75M -$636K -610 -15%
OCA
549
OpenArc Corporate Advisory
Georgia
$4.74M +$4.63M +4,435 New
CWM
550
Cabot Wealth Management
Massachusetts
$4.74M -$130K -125 -3%