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Name Holding Trade Value Shares
Change
Change in
Stake
CC
601
Copperleaf Capital
North Carolina
$1.05M +$110K +469 +11%
CIA
602
Cape Investment Advisory
Georgia
$1.05M -$6.58K -28 -0.6%
EWM
603
Elmwood Wealth Management
California
$1.04M – – –
HAG
604
HF Advisory Group
Maryland
$1.04M +$42.8K +182 +4%
MCM
605
MAI Capital Management
Ohio
$1.04M +$65.1K +277 +6%
CCA
606
Catalyst Capital Advisors
New York
$1.03M -$5.61M -23,848 -84%
SIA
607
Schechter Investment Advisors
Michigan
$1.02M -$35.3K -150 -3%
MYIA
608
Mount Yale Investment Advisors
Colorado
$1.02M -$941 -4 -0.1%
CCT
609
Capital City Trust
Florida
$1M – – –
CFB
610
Cullen/Frost Bankers
Texas
$1M +$11.1K +47 +1%
CAM
611
Cresset Asset Management
Illinois
$998K -$2.74M -11,642 -72%
BOTPPF
612
Board of the Pension Protection Fund
United Kingdom
$989K +$1.03M +4,400 New
SAM
613
Sawgrass Asset Management
Florida
$987K -$160K -680 -13%
OAM
614
Oak Asset Management
California
$987K – – –
UWS
615
Unique Wealth Strategies
Illinois
$981K -$452K -1,923 -31%
FIA
616
Foundations Investment Advisors
Arizona
$978K -$220K -935 -18%
Loomis, Sayles & Company
617
Loomis, Sayles & Company
Massachusetts
$974K +$1.02M +4,333 New
AC
618
AXQ Capital
New Jersey
$973K -$2.09M -8,901 -67%
SL
619
SWMG LLC
Texas
$972K -$3.06K -13 -0.3%
SCM
620
Shelton Capital Management
Colorado
$962K – – –
WI
621
Wahed Invest
New York
$961K +$57.1K +243 +6%
BAM
622
Belpointe Asset Management
Nevada
$958K +$114K +484 +14%
NB
623
Nicolet Bankshares
Wisconsin
$947K +$25.9K +110 +3%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$945K +$52.4K +223 +6%
SCM
625
Stevens Capital Management
Pennsylvania
$941K +$228K +968 +30%