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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Brothers Harriman & Co
651
Brown Brothers Harriman & Co
New York
$787K -$7.97K -35 -1%
RFG Advisory
652
RFG Advisory
Alabama
$784K -$17.5K -77 -2%
Mission Wealth Management
653
Mission Wealth Management
California
$784K +$14.4K +63 +2%
HBK Sorce Advisory
654
HBK Sorce Advisory
Pennsylvania
$782K +$26.4K +116 +3%
PCA
655
Peddock Capital Advisors
Massachusetts
$776K +$59.9K +263 +8%
DF
656
Donoghue Forlines
Massachusetts
$776K +$158K +695 +24%
Empirical Wealth Management
657
Empirical Wealth Management
Washington
$775K -$247K -1,082 -23%
AIL
658
AGF Investments LLC
Ontario, Canada
$775K +$204K +897 +34%
SOAMC
659
Spirit of America Management Corp
New York
$774K – – –
EBWM
660
Eagle Bluffs Wealth Management
Missouri
$774K +$808K +3,548 New
ZCA
661
Zeke Capital Advisors
Pennsylvania
$773K +$94.6K +415 +13%
AP
662
Advisor Partners
California
$772K -$162K -713 -17%
Belpointe Asset Management
663
Belpointe Asset Management
Nevada
$771K +$29.6K +130 +4%
CT
664
Coastline Trust
Rhode Island
$768K +$6.83K +30 +0.9%
SW
665
SVB Wealth
Massachusetts
$764K -$1.06M -4,663 -57%
Orion Portfolio Solutions
666
Orion Portfolio Solutions
Nebraska
$764K +$18.7K +82 +2%
DL
667
DOHJ LLC
Washington
$763K -$25.5K -112 -3%
ANRIA
668
American National Registered Investment Advisor
Texas
$760K – – –
RIM
669
Redpoint Investment Management
Australia
$759K – – –
Kestra Private Wealth Services
670
Kestra Private Wealth Services
Texas
$757K -$684 -3 -0.1%
Castleark Management
671
Castleark Management
Illinois
$755K +$319K +1,400 +68%
FPF
672
First Pacific Financial
Washington
$750K +$39.4K +173 +5%
BHBT
673
Burke & Herbert Bank & Trust
Virginia
$747K -$1.82K -8 -0.2%
TCOV
674
Trust Company of Vermont
Vermont
$744K +$44.4K +195 +6%
IEFM
675
IQ EQ Fund Management
Ireland
$740K -$528K -2,319 -41%