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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
701
Ameritas Advisory Services
Nebraska
$3.26M +$489K +742 +19%
FCFC
702
First Citizens Financial Corp
Iowa
$3.26M -$774K -1,174 -20%
HWM
703
Hohimer Wealth Management
Washington
$3.24M +$1.98K +3 +0.1%
CI
704
CX Institutional
Indiana
$3.24M -$94.9K -144 -3%
OWM
705
Orca Wealth Management
Florida
$3.24M – – –
QT
706
Quantbot Technologies
New York
$3.23M -$9.1M -13,805 -75%
GDP
707
Great Diamond Partners
Maine
$3.23M -$17.1K -26 -0.6%
WG
708
Wellington Group
Indiana
$3.2M +$65.2K +99 +2%
UB
709
Umpqua Bank
Oregon
$3.16M +$15.2K +23 +0.5%
PWMAG
710
Pinnacle Wealth Management Advisory Group
New Jersey
$3.16M +$5.93K +9 +0.2%
NMIMC
711
Northwestern Mutual Investment Management Company
Wisconsin
$3.16M +$2.64K +4 +0.1%
IIM
712
Ipswich Investment Management
Massachusetts
$3.15M -$135K -205 -4%
OAM
713
Oppenheimer Asset Management
New York
$3.13M +$519K +787 +22%
KWA
714
Kingswood Wealth Advisors
California
$3.12M +$179K +271 +7%
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$3.12M -$1.37M -2,086 -32%
OBGC
716
O'Brien Greene & Co
Pennsylvania
$3.12M -$92.2K -140 -3%
MNBTD
717
Moody National Bank Trust Division
Texas
$3.11M -$25.7K -39 -0.9%
AG
718
AlTi Global
New York
$3.11M +$18.4K +28 +0.6%
SCA
719
Snowden Capital Advisors
New York
$3.11M +$517K +785 +22%
EH
720
Equitable Holdings
New York
$3.1M -$182K -276 -6%
Bank Julius Baer & Co
721
Bank Julius Baer & Co
Switzerland
$3.07M -$2.11M -3,203 -42%
BC
722
Burney Company
Virginia
$3.06M -$100K -152 -3%
BF
723
BOK Financial
Oklahoma
$3.06M +$21.7K +33 +0.8%
WLG
724
Williamson Legacy Group
Indiana
$3.05M +$1.47M +2,234 +110%
CWM
725
Cornerstone Wealth Management
Missouri
$3.04M +$108K +164 +4%