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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1201
Freedom Investment Management
Connecticut
$2.85M +$55.2K +976 +2%
SWM
1202
Scissortail Wealth Management
Oklahoma
$2.85M +$408K +7,212 +14%
MBT
1203
Montecito Bank & Trust
California
$2.84M +$68.4K +1,208 +2%
JCM
1204
Jag Capital Management
Missouri
$2.83M -$59.4K -1,049 -2%
CIC
1205
Crawford Investment Counsel
Georgia
$2.83M -$283K -4,995 -9%
AWE
1206
Avidian Wealth Enterprises
Texas
$2.83M -$498K -8,801 -15%
HAC
1207
Harbor Advisory Corp
New Hampshire
$2.83M -$154K -2,725 -5%
PT
1208
Plimoth Trust
Massachusetts
$2.82M -$28.6K -505 -1%
AAM
1209
Auxier Asset Management
Oregon
$2.81M -$47K -830 -2%
LWM
1210
Laidlaw Wealth Management
New York
$2.81M +$230K +4,065 +9%
TAM
1211
Tealwood Asset Management
Minnesota
$2.8M -$33.8K -598 -1%
IA
1212
IFP Advisors
Florida
$2.8M +$294K +5,188 +4%
GAM
1213
Garrison Asset Management
Arkansas
$2.8M +$2.32M +40,987 +442%
AIM
1214
Anchor Investment Management
South Carolina
$2.79M -$86.1K -1,522 -3%
OIM
1215
Opus Investment Management
Massachusetts
$2.79M -$1.7M -30,000 -38%
ACM
1216
Advent Capital Management
New York
$2.79M -$283K -5,000 -9%
PIMJS
1217
PKO Investment Management Joint-Stock
Poland
$2.79M +$2.83M +50,000 New
AII
1218
AGF Investments Inc
Ontario, Canada
$2.78M +$518K +9,163 +23%
WI
1219
Wahed Invest
New York
$2.77M -$34.6K -611 -1%
ACA
1220
Anchor Capital Advisors
Massachusetts
$2.75M +$52.6K +930 +2%
HH
1221
Hilltop Holdings
Texas
$2.75M -$617K -10,910 -18%
HW
1222
Hancock Whitney
Mississippi
$2.73M -$97.2K -1,717 -3%
CCA
1223
Checchi Capital Advisers
California
$2.73M +$159K +2,813 +6%
TMAM
1224
Tokio Marine Asset Management
Japan
$2.73M +$42.1K +744 +2%
OPS
1225
Orion Portfolio Solutions
Nebraska
$2.72M +$451K +7,966 +20%