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Name Holding Trade Value Shares
Change
Change in
Stake
RS
1001
Robeco Schweiz
Switzerland
$5.59M -$7.35M -93,900 -57%
RWM
1002
Rench Wealth Management
Texas
$5.58M -$122K -1,556 -2%
PCIA
1003
Prime Capital Investment Advisors
Kansas
$5.57M -$78.9K -1,008 -1%
LIM
1004
Loudon Investment Management
New Hampshire
$5.57M -$18.4K -235 -0.3%
SFGP
1005
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.56M +$191K +2,435 +4%
MIA
1006
MainStreet Investment Advisors
Illinois
$5.56M -$343K -4,388 -6%
HL
1007
HeadInvest LLC
Maine
$5.56M -$119K -1,516 -2%
ECM
1008
ExodusPoint Capital Management
New York
$5.54M -$10.9M -139,475 -66%
NFG
1009
Nations Financial Group
Iowa
$5.54M -$43K -549 -0.8%
RWA
1010
Roberts Wealth Advisors
California
$5.54M +$153K +1,953 +3%
KIC
1011
Kensington Investment Counsel
California
$5.54M +$4.95M +63,233 +775%
SC
1012
SouthState Corp
Florida
$5.54M -$256K -3,274 -4%
AWE
1013
Avidian Wealth Enterprises
Texas
$5.53M +$3.43M +43,810 +159%
Connor, Clark & Lunn Investment Management (CC&L)
1014
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.52M +$3.16M +40,362 +131%
SAM
1015
Sompo Asset Management
Japan
$5.51M -$1.03M -13,130 -16%
VFA
1016
Valeo Financial Advisors
Indiana
$5.48M -$1.15M -14,634 -17%
FBT
1017
First Bankers Trust
Kentucky
$5.47M +$631K +8,059 +13%
DMBA
1018
Deseret Mutual Benefit Administrators
Utah
$5.47M +$2.33M +29,722 +73%
SWASL
1019
Spartan Wealth Advisory Services LLC
Michigan
$5.45M +$5.5M +70,231 New
ST
1020
Spinnaker Trust
Maine
$5.41M -$38.4K -490 -0.7%
SAI
1021
Savvy Advisors Inc
New York
$5.41M +$1.33M +16,965 +32%
GVAG
1022
Great Valley Advisor Group
Delaware
$5.39M +$267K +3,410 +5%
CP
1023
Cumberland Partners
Ontario, Canada
$5.38M -$4.12M -52,640 -43%
VIA
1024
Victrix Investment Advisors
Florida
$5.38M +$239K +3,052 +5%
SWMG
1025
Signature Wealth Management Group
Georgia
$5.38M -$47.9K -612 -0.9%