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Name Holding Trade Value Shares
Change
Change in
Stake
CL
601
Choreo LLC
Illinois
$565K +$6.63K +41 +1%
DBT
602
Dubuque Bank & Trust
Iowa
$562K +$36.4K +225 +7%
AP
603
Advisor Partners
California
$559K -$8.74K -54 -2%
APP
604
Avantax Planning Partners
Iowa
$556K +$41.4K +256 +8%
GCA
605
Gideon Capital Advisors
New York
$549K +$213K +1,317 +68%
EI
606
EDMP Inc
Florida
$548K -$8.9K -55 -2%
BAM
607
Belpointe Asset Management
Nevada
$545K +$525K +3,243 New
BF
608
BOK Financial
Oklahoma
$543K +$18.9K +117 +4%
GCAC
609
Guardian Capital Advisors (Canada)
Ontario, Canada
$542K +$17.8K +110 +4%
MWM
610
Mission Wealth Management
California
$540K -$93.9K -580 -15%
ACM
611
Alethea Capital Management
Washington
$538K -$80.9K -500 -14%
NIMI
612
Natixis Investment Managers International
France
$538K +$518K +3,201 New
PWPCM
613
Perella Weinberg Partners Capital Management
New York
$536K -$2.56M -15,823 -83%
OAM
614
Oxford Asset Management
United Kingdom
$533K +$513K +3,172 New
NSIM
615
North Star Investment Management
Illinois
$531K +$25.9K +160 +5%
FCAG
616
First Capital Advisors Group
New Jersey
$526K -$218K -1,345 -30%
SPC
617
Sigma Planning Corp
Michigan
$526K – – –
PIM
618
Penobscot Investment Management
Massachusetts
$518K -$14.6K -90 -3%
HA
619
Harfst & Associates
Wyoming
$514K +$485 +3 +0.1%
AI
620
Atria Investments
North Carolina
$512K +$130K +806 +36%
NPC
621
National Planning Corporation
California
$506K -$213K -1,314 -30%
SACTSONJ
622
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$504K – – –
HW
623
Hancock Whitney
Mississippi
$501K -$119K -738 -20%
Cetera Investment Advisers
624
Cetera Investment Advisers
Illinois
$494K +$22.8K +141 +5%
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$491K +$324 +2 +0.1%