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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1176
Octavia Wealth Advisors
Ohio
$1.14M +$290K +3,978 +36%
CIAS
1177
Capital Investment Advisory Services
North Carolina
$1.14M -$125K -1,710 -10%
AWMT
1178
AAFMAA Wealth Management & Trust
North Carolina
$1.14M – – –
Capstone Investment Advisors
1179
Capstone Investment Advisors
New York
$1.14M +$1.1M +15,111 New
PTC
1180
Private Trust Company
Ohio
$1.14M +$4.81K +66 +0.4%
CM
1181
CM Management
Florida
$1.13M – – –
CAGAS
1182
Capital Advisory Group Advisory Services
Minnesota
$1.13M +$145K +1,991 +15%
CNBT
1183
Cornerstone National Bank & Trust
Illinois
$1.12M -$56.7K -778 -5%
LCM
1184
Logan Capital Management
Pennsylvania
$1.12M +$79.1K +1,086 +8%
Harel Insurance Investments & Financial Services
1185
Harel Insurance Investments & Financial Services
Israel
$1.12M -$22.1K -304 -6%
PIM
1186
Perpetual Investment Management
Australia
$1.11M -$7.9M -108,428 -88%
RBFC
1187
Roman Butler Fullerton & Co
Missouri
$1.11M -$3.79K -52 -0.4%
Vanguard Personalized Indexing Management
1188
Vanguard Personalized Indexing Management
California
$1.11M +$461K +6,323 +75%
RG
1189
Rikoon Group
New Mexico
$1.11M +$4.95K +68 +0.5%
SRC
1190
Shufro Rose & Co
New York
$1.11M +$12.7K +175 +1%
AC
1191
Avestar Capital
New York
$1.11M +$423K +5,802 +65%
Segall Bryant & Hamill
1192
Segall Bryant & Hamill
Illinois
$1.1M -$6.63K -91 -0.6%
FLI
1193
Family Legacy Inc
South Carolina
$1.09M +$27K +370 +3%
KCM
1194
Knoll Capital Management
Florida
$1.09M +$1.06M +14,500 New
Compagnie Lombard Odier SCmA
1195
Compagnie Lombard Odier SCmA
Switzerland
$1.08M – – –
Rathbones Group
1196
Rathbones Group
United Kingdom
$1.08M – – –
SGI
1197
Summit Global Investments
Utah
$1.08M +$47.8K +656 +5%
KA
1198
Kintegral Advisory
New York
$1.08M – – –
CHAM
1199
Clear Harbor Asset Management
Connecticut
$1.08M +$62.1K +852 +6%
MA
1200
MONECO Advisors
Connecticut
$1.07M +$239K +3,277 +30%