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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Congress Wealth Management
Massachusetts
$1.96M -$220K -667 -11%
BF
627
BOK Financial
Oklahoma
$1.96M +$222K +673 +14%
BSW
628
Buckingham Strategic Wealth
Missouri
$1.91M +$54.6K +166 +3%
LI
629
LRI Investments
Florida
$1.9M +$1.73M +5,244 New
CA
630
CGN Advisors
Kansas
$1.9M +$72.7K +221 +4%
NSEDCP
631
NJ State Employees Deferred Compensation Plan
New Jersey
$1.89M
TAM
632
Tocqueville Asset Management
New York
$1.88M -$83.3K -253 -5%
BWS
633
Buck Wealth Strategies
Colorado
$1.88M +$1.71M +5,184 New
VSQM
634
V-Square Quantitative Management
Illinois
$1.88M +$383K +1,162 +29%
WMG
635
WESCAP Management Group
California
$1.87M -$3.29K -10 -0.2%
AC
636
Avestar Capital
New York
$1.87M +$348K +1,057 +26%
AW
637
Alaethes Wealth
Nevada
$1.86M +$24K +73 +1%
JIC
638
Johnson Investment Counsel
Ohio
$1.86M -$176K -535 -9%
BHBT
639
Burke & Herbert Bank & Trust
Virginia
$1.85M
AF
640
Allworth Financial
California
$1.85M +$108K +327 +7%
SFI
641
SPC Financial Inc
Maryland
$1.85M +$536K +1,629 +47%
HI
642
Horizon Investments
North Carolina
$1.85M +$90.9K +276 +6%
DBIA
643
Dumont & Blake Investment Advisors
New Jersey
$1.84M +$5.6K +17 +0.3%
IC
644
Inscription Capital
Texas
$1.83M +$34.2K +104 +2%
OL
645
Optas LLC
Texas
$1.82M +$28.3K +86 +2%
FTDI
646
First Trust Direct Indexing
Massachusetts
$1.81M -$375K -1,140 -19%
WIM
647
Westside Investment Management
California
$1.8M -$19.1K -58 -1%
QI
648
Qtron Investments
Massachusetts
$1.79M +$353K +1,073 +28%
CTA
649
Colonial Trust Advisors
South Carolina
$1.79M -$20.1K -61 -1%
BBP
650
Banco BTG Pactual
Brazil
$1.78M +$1.21M +3,668 +296%