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Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
501
Canada Pension Plan Investment Board
Ontario, Canada
$937K -$3.38M -33,144 -77%
MCC
502
Money Concepts Capital
Florida
$936K -$21.6K -212 -2%
CWS
503
Confluence Wealth Services
Pennsylvania
$913K -$163K -1,600 -15%
OAM
504
Oak Asset Management
California
$898K +$945K +9,256 New
CL
505
CIM LLC
New York
$894K -$50.2K -492 -6%
NW
506
NewEdge Wealth
Pennsylvania
$893K -$73.9K -724 -7%
IIC
507
Ironwood Investment Counsel
Arizona
$893K -$41.7K -408 -4%
LC
508
Lavaca Capital
Texas
$893K – – –
CIM
509
Chapman Investment Management
California
$893K +$939K +9,200 New
MCM
510
MAI Capital Management
Ohio
$892K +$465K +4,552 +98%
PIA
511
Pinion Investment Advisors
Kansas
$891K -$12.3K -120 -1%
CFB
512
Cullen/Frost Bankers
Texas
$884K +$1.63K +16 +0.2%
BTWM
513
Baker Tilly Wealth Management
Wisconsin
$862K +$20.8K +204 +2%
VWM
514
Venturi Wealth Management
Texas
$856K -$34.3K -336 -4%
AWS
515
Atria Wealth Solutions
New York
$852K -$256K -2,508 -22%
CCP
516
Corient Capital Partners
California
$846K +$5.72K +56 +0.6%
VPI
517
Value Partners Investments
Manitoba, Canada
$846K +$96.8K +948 +12%
PFPT
518
Pinnacle Financial Partners (Tennessee)
Tennessee
$846K +$112K +1,100 +14%
APWM
519
Atlas Private Wealth Management
New York
$840K – – –
BFM
520
Boston Financial Management
Massachusetts
$838K – – –
MFGM
521
Marshall Financial Group (Maryland)
Maryland
$827K -$1.23K -12 -0.1%
AFA
522
Abacus FCF Advisors
Florida
$825K +$869K +8,508 New
EF
523
Empirical Finance
Pennsylvania
$822K +$142K +1,392 +20%
HH
524
Hilltop Holdings
Texas
$806K -$30.6K -300 -3%
BBVA
525
Banco Bilbao Vizcaya Argentaria
Spain
$796K -$22.5K -220 -3%