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Name Holding Trade Value Shares
Change
Change in
Stake
KPW
576
Kore Private Wealth
New York
$9.3M -$1.15M -10,098 -11%
DCM
577
Dupont Capital Management
Delaware
$9.23M +$1.31M +11,533 +17%
BCM
578
Buckhead Capital Management
Georgia
$9.2M -$544K -4,790 -6%
CIS
579
Capital International Sarl
California
$9.18M -$173K -1,525 -2%
CVM
580
Cheviot Value Management
California
$9.17M +$39.8K +350 +0.4%
RWM
581
Refined Wealth Management
Utah
$9.13M -$309K -2,724 -3%
SW
582
SVB Wealth
Massachusetts
$9.04M -$71.6K -630 -0.8%
RC
583
RegentAtlantic Capital
New Jersey
$9.03M +$289K +2,542 +3%
CAM
584
Cresset Asset Management
Illinois
$8.96M -$100K -881 -1%
XF
585
XML Financial
Maryland
$8.96M +$51.7K +455 +0.6%
EWA
586
EP Wealth Advisors
California
$8.94M +$98.4K +866 +1%
PCM
587
Parsons Capital Management
Rhode Island
$8.9M +$583K +5,135 +7%
ICG
588
InterOcean Capital Group
Tennessee
$8.89M +$496K +4,364 +6%
SAA
589
Southeast Asset Advisors
Georgia
$8.88M +$20.1K +177 +0.2%
NAM
590
NorthCrest Asset Manangement
Minnesota
$8.85M +$8.57M +75,409 New
MDCM
591
Morgan Dempsey Capital Management
Wisconsin
$8.84M -$334K -2,944 -4%
VCA
592
Verdence Capital Advisors
Maryland
$8.79M +$278K +2,443 +3%
FF
593
FourThought Financial
Florida
$8.78M +$382K +3,364 +5%
SC
594
SouthState Corp
Florida
$8.73M +$117K +1,027 +1%
KPCM
595
Kings Point Capital Management
New York
$8.73M +$785K +6,913 +10%
LNC
596
Lincoln National Corp
Pennsylvania
$8.73M +$799K +7,033 +10%
IAA
597
Independent Advisor Alliance
North Carolina
$8.72M +$1.41M +12,452 +20%
GAM
598
Griffin Asset Management
New York
$8.72M -$253K -2,231 -3%
EFS
599
Essex Financial Services
Connecticut
$8.7M +$5.71M +50,232 +211%
DBT
600
Dubuque Bank & Trust
Iowa
$8.69M -$277K -2,439 -3%