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Name Holding Trade Value Shares
Change
Change in
Stake
ANRIA
651
American National Registered Investment Advisor
Texas
$782K -$3.05K -13 -0.4%
RIM
652
Redpoint Investment Management
Australia
$782K – – –
Kestra Private Wealth Services
653
Kestra Private Wealth Services
Texas
$780K +$45.5K +194 +6%
HBK Sorce Advisory
654
HBK Sorce Advisory
Pennsylvania
$779K -$8.91K -38 -1%
SWM
655
Strategic Wealth Management
Washington
$779K +$109K +465 +15%
Savant Capital
656
Savant Capital
Illinois
$777K +$155K +663 +24%
CLA (CliftonLarsonAllen) Wealth Advisors
657
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K – – –
RIA
658
Realta Investment Advisors
Delaware
$775K +$14.1K +60 +2%
Stratos Wealth Partners
659
Stratos Wealth Partners
Ohio
$774K +$40.3K +172 +5%
Atlantic Union Bankshares
660
Atlantic Union Bankshares
Virginia
$772K – – –
BHBT
661
Burke & Herbert Bank & Trust
Virginia
$771K +$2.58K +11 +0.3%
Orion Portfolio Solutions
662
Orion Portfolio Solutions
Nebraska
$768K +$123K +525 +18%
Buckingham Strategic Wealth
663
Buckingham Strategic Wealth
Missouri
$767K +$16.2K +69 +2%
Belpointe Asset Management
664
Belpointe Asset Management
Nevada
$764K +$244K +1,041 +44%
CCG
665
Cypress Capital Group
Florida
$757K -$89.5K -382 -10%
WR
666
WD Rutherford
Oregon
$757K +$214K +915 +37%
Samlyn Capital
667
Samlyn Capital
New York
$755K -$186K -794 -19%
Farmers & Merchants Investments Inc
668
Farmers & Merchants Investments Inc
Nebraska
$755K +$42K +179 +6%
GIA
669
Guyasuta Investment Advisors
Pennsylvania
$740K – – –
PCA
670
Peddock Capital Advisors
Massachusetts
$740K +$3.75K +16 +0.5%
FPF
671
First Pacific Financial
Washington
$733K +$43.4K +185 +6%
Vanguard Personalized Indexing Management
672
Vanguard Personalized Indexing Management
California
$731K -$306K -1,307 -29%
DA
673
Duality Advisers
Florida
$722K -$947K -4,039 -56%
TCOV
674
Trust Company of Vermont
Vermont
$722K +$63.7K +272 +9%
ED
675
Exane Derivatives
France
$722K +$20.4K +87 +3%