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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
551
Avantax Advisory Services
Texas
$9.55M +$1.26M +28,406 +14%
KFP
552
Keystone Financial Planning
Ohio
$9.44M +$57.6K +1,298 +0.6%
BCV
553
Banque Cantonale Vaudoise
Switzerland
$9.41M -$114K -2,569 -1%
CA
554
Callahan Advisors
Texas
$9.39M +$423K +9,543 +4%
SFA
555
Sequoia Financial Advisors
Ohio
$9.32M +$784K +17,666 +8%
HF
556
HRT Financial
New York
$9.32M +$362K +8,149 +4%
ECM
557
Estabrook Capital Management
New York
$9.28M -$211K -4,760 -2%
SFI
558
Siemens Fonds Invest
Germany
$9.26M -$144K -3,257 -1%
JIC
559
Johnson Investment Counsel
Ohio
$9.22M +$197K +4,451 +2%
HVM
560
Harvest Volatility Management
Connecticut
$9.17M -$235K -5,302 -2%
TPCW
561
TD Private Client Wealth
New York
$9.11M +$835K +18,814 +9%
KPWS
562
Kestra Private Wealth Services
Texas
$9.06M +$491K +11,075 +5%
TG
563
TCW Group
California
$9.06M -$11.8M -266,594 -54%
CB
564
Cadence Bank
Mississippi
$9.03M +$4.05M +91,251 +68%
1IA
565
1834 Investment Advisors
Wisconsin
$8.94M +$119K +2,689 +1%
SEIA
566
Signature Estate & Investment Advisors
California
$8.92M +$9.9M +223,094 New
MA
567
Mutual Advisors
Nebraska
$8.92M +$1.37M +30,985 +16%
EGA
568
Eagle Global Advisors
Texas
$8.9M -$99.6K -2,245 -1%
AUB
569
Atlantic Union Bankshares
Virginia
$8.86M -$281K -6,338 -3%
SWM
570
Stockman Wealth Management
Montana
$8.75M +$889K +20,039 +10%
BCA
571
Bernzott Capital Advisors
California
$8.75M -$646K -14,551 -6%
CWM
572
Congress Wealth Management
Massachusetts
$8.74M +$608K +13,710 +7%
TFA
573
Toth Financial Advisory
Virginia
$8.74M +$17.9K +404 +0.2%
NEAM
574
New England Asset Management
Connecticut
$8.73M +$452K +10,195 +5%
CCM
575
Cohen Capital Management
California
$8.73M +$488 +11 +0%