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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
976
Icon Wealth Advisors
Texas
$8.6M -$410K -3,925 -5%
LG
977
LaFleur & Godfrey
Michigan
$8.59M -$303K -2,902 -4%
CT
978
Caldwell Trust
Florida
$8.59M -$265K -2,530 -3%
VFA
979
Valeo Financial Advisors
Indiana
$8.56M +$234K +2,237 +3%
NFG
980
Nations Financial Group
Iowa
$8.53M +$128K +1,221 +2%
ISWM
981
Independent Solutions Wealth Management
New York
$8.53M -$1.4M -13,340 -16%
WWM
982
Western Wealth Management
Colorado
$8.49M -$428K -4,094 -5%
SMFG
983
Sumitomo Mitsui Financial Group
Japan
$8.49M +$392K +3,746 +5%
MCC
984
Money Concepts Capital
Florida
$8.49M -$1.65M -15,770 -18%
ACS
985
Archford Capital Strategies
Illinois
$8.49M -$496K -4,742 -6%
SC
986
SouthState Corp
Florida
$8.48M +$89.6K +857 +1%
RS
987
Robeco Schweiz
Switzerland
$8.46M – – –
ST
988
Spinnaker Trust
Maine
$8.45M +$227K +2,175 +3%
BHB
989
Bank Hapoalim BM
Israel
$8.43M -$335K -3,199 -4%
SWASL
990
Spartan Wealth Advisory Services LLC
Michigan
$8.4M +$135K +1,289 +2%
UPS
991
UHLMANN PRICE SECURITIES
Illinois
$8.4M -$223K -2,129 -3%
PCIA
992
Prime Capital Investment Advisors
Kansas
$8.37M -$54K -516 -0.7%
RWM
993
Rench Wealth Management
Texas
$8.35M -$88.6K -847 -1%
MIA
994
MainStreet Investment Advisors
Illinois
$8.34M -$74.6K -713 -1%
MFIM
995
Mesirow Financial Investment Management
Illinois
$8.32M -$1.16M -11,135 -14%
Ninety One (UK)
996
Ninety One (UK)
United Kingdom
$8.3M -$3.73M -35,696 -34%
BCWM
997
Bartlett & Co Wealth Management
Ohio
$8.26M +$59.5K +569 +0.8%
VIA
998
Victrix Investment Advisors
Florida
$8.23M +$72.9K +697 +1%
KIC
999
Kensington Investment Counsel
California
$8.22M -$143K -1,364 -2%
GVAG
1000
Great Valley Advisor Group
Delaware
$8.19M +$29.8K +285 +0.4%