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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
401
Claret Asset Management
Quebec, Canada
$228K +$206K +490 New
PPW
402
Parcion Private Wealth
Washington
$223K +$201K +479 New
SIA
403
Soltis Investment Advisors
Utah
$219K +$198K +471 New
PAIM
404
Punch & Associates Investment Management
Minnesota
$219K +$198K +470 New
CGH
405
Crossmark Global Holdings
Texas
$218K -$170K -405 -46%
CIBC Asset Management
406
CIBC Asset Management
Ontario, Canada
$218K +$196K +467 New
SL
407
Sentinus LLC
Illinois
$217K +$196K +465 New
NW
408
NewEdge Wealth
Pennsylvania
$215K -$680K -1,617 -78%
SPIA
409
Steward Partners Investment Advisory
New York
$214K +$61.4K +146 +46%
IA
410
IFP Advisors
Florida
$213K -$61K -145 -24%
OCBCO
411
Oversea-Chinese Banking Corp (OCBC)
Singapore
$211K +$191K +454 New
HCM
412
Hengehold Capital Management
Ohio
$211K +$191K +454 New
AFG
413
Atomi Financial Group
New York
$211K +$190K +453 New
SCA
414
Stonebridge Capital Advisors
Minnesota
$210K +$189K +450 New
BA
415
Bard Associates
Illinois
$208K +$2.94K +7 +2%
RA
416
Riversedge Advisors
Delaware
$208K +$188K +447 New
RWM
417
Ritholtz Wealth Management
New York
$207K +$187K +445 New
WTC
418
WhitTier Trust Company
Nevada
$206K -$8.41K -20 -4%
SO
419
STRS Ohio
Ohio
$206K +$46.2K +110 +33%
EFS
420
Essex Financial Services
Connecticut
$200K +$181K +430 New
APP
421
Avantax Planning Partners
Iowa
$200K +$181K +430 New
SCM
422
Shelton Capital Management
Colorado
$200K +$181K +430 New
MO
423
McMillan Office
Michigan
$186K
HFS
424
Hantz Financial Services
Michigan
$184K +$124K +296 +302%
AUB
425
Atlantic Union Bankshares
Virginia
$157K -$85.8K -204 -38%