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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1176
Sound View Wealth Advisors Group
Georgia
$202K -$4.84K -23 -2%
KP
1177
Keel Point
Alabama
$201K -$2.94K -14 -1%
FOA
1178
Five Oceans Advisors
California
$200K +$1.47K +7 +0.6%
RCM
1179
Raleigh Capital Management
North Carolina
$199K +$87.7K +417 +62%
CSPIA
1180
Cary Street Partners Investment Advisory
Virginia
$196K -$177K -844 -44%
CFD
1181
Creative Financial Designs
Indiana
$187K -$21.7K -103 -9%
VCM
1182
Versant Capital Management
Arizona
$186K +$75.9K +361 +55%
TIA
1183
Tiemann Investment Advisors
California
$186K -$21K -100 -9%
BTI
1184
Blue Trust Inc
Georgia
$183K -$57.4K -273 -21%
AA
1185
AlphaCentric Advisors
Puerto Rico
$180K -$5.47K -26 -3%
CIAM
1186
Caitong International Asset Management
Hong Kong
$175K +$201K +956 New
T
1187
TOBAM
France
$174K -$37.4K -178 -16%
CSC
1188
Cove Street Capital
California
$172K – – –
TPCW
1189
TD Private Client Wealth
New York
$168K +$7.78K +37 +4%
OC
1190
Oakworth Capital
Alabama
$168K – – –
WB
1191
Webster Bank
Connecticut
$168K – – –
PCM
1192
Penserra Capital Management
California
$164K +$183K +869 +2,414%
VAG
1193
VisionPoint Advisory Group
Texas
$163K +$18.9K +90 +11%
HBT
1194
Hills Bank & Trust
Iowa
$161K – – –
EWA
1195
EverSource Wealth Advisors
Alabama
$159K +$105K +500 +134%
GA
1196
GoalVest Advisory
New York
$157K – – –
EPW
1197
Evergreen Private Wealth
Colorado
$152K -$210 -1 -0.1%
JFGIW
1198
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$10.9K +52 +8%
CH
1199
Cromwell Holdings
Wyoming
$144K – – –
Kayne Anderson Rudnick Investment Management
1200
Kayne Anderson Rudnick Investment Management
California
$142K +$3.15K +15 +2%