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Name Holding Trade Value Shares
Change
Change in
Stake
DILIC
301
Dai-ichi Life Insurance Company
Japan
$4.43M +$62.8K +260 +1%
CSIC
302
Clifford Swan Investment Counsel
California
$4.42M -$966 -4 -0%
IIM
303
Intact Investment Management
Quebec, Canada
$4.34M -$121K -500 -3%
AWM
304
AE Wealth Management
Kansas
$4.32M +$190K +786 +4%
X
305
Xponance
Pennsylvania
$4.29M -$1.95M -8,089 -30%
HPIA
306
Hamilton Point Investment Advisors
North Carolina
$4.29M -$64.7K -268 -1%
PAMG
307
Patton Albertson Miller Group
Tennessee
$4.26M +$43.7K +181 +1%
AT
308
American Trust
Kentucky
$4.26M -$29.5K -122 -0.6%
OSNBOA
309
Old Second National Bank of Aurora
Illinois
$4.24M -$113K -468 -2%
AC
310
Albar Capital
United Kingdom
$4.2M +$4.44M +18,371 New
Vanguard Personalized Indexing Management
311
Vanguard Personalized Indexing Management
California
$4.19M +$142K +587 +3%
LT
312
Legacy Trust
Michigan
$4.18M +$22.9K +95 +0.5%
YIA
313
YHB Investment Advisors
Connecticut
$4.17M +$5.07K +21 +0.1%
CHC
314
City Holding Co
West Virginia
$4.17M +$51.2K +212 +1%
LAM
315
Lynch Asset Management
Pennsylvania
$4.12M
TPCW
316
TD Private Client Wealth
New York
$4.07M +$114K +472 +3%
WAS
317
Wealth Advisory Solutions
Indiana
$4.04M -$74.4K -308 -2%
KBC
318
Key Bridge Compliance
$4.04M +$4.27M +17,697 New
BPA
319
Beacon Pointe Advisors
California
$4.03M +$268K +1,108 +7%
PWP
320
Principle Wealth Partners
Connecticut
$4.03M
SAM
321
Selway Asset Management
$3.98M -$133K -550 -3%
BCI
322
Brinker Capital Investments
Pennsylvania
$3.97M -$397K -1,643 -9%
OPS
323
Orion Portfolio Solutions
Nebraska
$3.97M -$397K -1,643 -9%
OLA
324
Oliver Luxxe Assets
New Jersey
$3.96M +$63.7K +264 +2%
PTCG
325
Pring Turner Capital Group
California
$3.96M -$22.5K -93 -0.5%