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Name Holding Trade Value Shares
Change
Change in
Stake
LA
201
Lynch & Associates
Indiana
$4.36M +$46.7K +1,170 +1%
RAM
202
Riggs Asset Management
Pennsylvania
$4.25M -$94.6K -2,369 -2%
CA
203
Cetera Advisors
Colorado
$4.23M +$2.39M +59,909 +109%
MMHP
204
Murphy Middleton Hinkle & Parker
Georgia
$4.16M -$329K -8,243 -7%
Brown Advisory
205
Brown Advisory
Maryland
$4.15M -$428K -10,715 -9%
BHWM
206
Bar Harbor Wealth Management
New Hampshire
$4.14M -$101K -2,529 -2%
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$4.1M -$426K -10,662 -9%
NCMW
208
Northern Capital Management (Wisconsin)
Wisconsin
$4.1M +$486K +12,172 +12%
SS
209
Simplicity Solutions
Minnesota
$4.1M +$195K +4,894 +5%
MNBTD
210
Moody National Bank Trust Division
Texas
$4.09M -$38.8K -971 -0.9%
HFS
211
HL Financial Services
Kentucky
$4.08M -$75.1K -1,881 -2%
UR
212
USCA RIA
Texas
$3.97M +$412K +10,309 +11%
CLOS
213
Compagnie Lombard Odier SCmA
Switzerland
$3.94M -$64.6K -1,619 -1%
FAB
214
First American Bank
Illinois
$3.9M +$1.24M +31,132 +42%
SCM
215
Shelton Capital Management
Colorado
$3.8M -$91.9K -2,301 -2%
DAM
216
Doheny Asset Management
California
$3.75M -$438K -10,965 -10%
AWM
217
AE Wealth Management
Kansas
$3.72M -$2.54M -63,587 -39%
SW
218
SVB Wealth
Massachusetts
$3.63M -$184K -4,621 -4%
WPA
219
Winning Points Advisors
Florida
$3.63M -$76.6K -1,919 -2%
Geode Capital Management
220
Geode Capital Management
Massachusetts
$3.61M -$32.8K -821 -0.8%
MA
221
Montag & Associates
Georgia
$3.61M +$662K +16,583 +20%
Pacer Advisors
222
Pacer Advisors
Pennsylvania
$3.6M +$3.92M +98,088 New
RFC
223
Regions Financial Corp
Alabama
$3.58M +$494K +12,372 +15%
SFS
224
Sowell Financial Services
Arkansas
$3.57M +$101K +2,533 +3%
CB
225
Cadence Bank
Mississippi
$3.5M +$68.7K +1,721 +2%