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Name Holding Trade Value Shares
Change
Change in
Stake
RWG
426
Regal Wealth Group
California
$5.96M -$136K -614 -3%
AWMT
427
AAFMAA Wealth Management & Trust
North Carolina
$5.9M -$2.75M -12,394 -35%
PAIM
428
Punch & Associates Investment Management
Minnesota
$5.89M +$132K +596 +3%
Skandinaviska Enskilda Banken (SEB)
429
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.85M +$178K +800 +4%
LA
430
Lynch & Associates
Indiana
$5.83M +$22.9K +103 +0.5%
OCM
431
One Capital Management
California
$5.8M +$121K +544 +2%
BOC
432
Barbara Oil Co
Illinois
$5.73M
MPIM
433
McGinn Penninger Investment Management
Virginia
$5.69M +$6.45K +29 +0.1%
SCA
434
Stonebridge Capital Advisors
Minnesota
$5.69M +$353K +1,586 +8%
SWM
435
Segment Wealth Management
Texas
$5.66M +$1.26M +5,680 +34%
JWM
436
Jackson Wealth Management
Florida
$5.66M +$4.94M +22,213 New
HAG
437
HighPoint Advisor Group
Illinois
$5.64M +$287K +1,289 +6%
NA
438
NewEdge Advisors
Louisiana
$5.63M +$1.52M +6,859 +45%
AAS
439
Annex Advisory Services
Wisconsin
$5.63M +$1.97M +8,853 +67%
CC
440
Cartenna Capital
Connecticut
$5.6M -$1.56M -7,000 -24%
DC
441
Davenport & Co
Virginia
$5.6M +$752K +3,382 +18%
OGC
442
Oak Grove Capital
New Hampshire
$5.6M -$44.5K -200 -0.9%
AP
443
Advisor Partners
California
$5.59M +$48.2K +217 +1%
TU
444
TDAM USA
Ontario, Canada
$5.54M -$176K -793 -4%
FCI
445
Financial Counselors Inc
Kansas
$5.53M -$65.8K -296 -1%
MMC
446
Mizuho Markets Cayman
Cayman Islands
$5.47M +$4.77M +21,474 New
CIA
447
Capital Investment Advisors
Georgia
$5.44M +$89.8K +404 +2%
H
448
HoyleCohen
California
$5.41M +$125K +564 +3%
AIC
449
Ameritas Investment Company
Nebraska
$5.41M +$1.98M +8,893 +72%
GWM
450
Geneos Wealth Management
Colorado
$5.41M +$135K +606 +3%