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Name Holding Trade Value Shares
Change
Change in
Stake
Fayez Sarofim & Co
526
Fayez Sarofim & Co
Texas
$794K
HIM
527
Hillsdale Investment Management
Ontario, Canada
$793K -$46.7K -500 -7%
GFA
528
Gifford Fong Associates
California
$793K
WFC
529
Western Financial Corp
California
$787K +$644K +6,897 New
KeyBank National Association
530
KeyBank National Association
Ohio
$786K -$652K -6,989 -50%
VCM
531
Violich Capital Management
California
$782K +$149K +1,600 +30%
NS
532
NBC Securities
Alabama
$775K
MYIA
533
Mount Yale Investment Advisors
Colorado
$770K -$87.1K -933 -12%
QI
534
Qtron Investments
Massachusetts
$766K
KWA
535
Kingswood Wealth Advisors
California
$763K +$624K +6,688 New
RRA
536
Round Rock Advisors
Connecticut
$761K -$330K -3,541 -35%
CFG
537
Citizens Financial Group
Rhode Island
$761K +$248K +2,656 +66%
BFM
538
Boothbay Fund Management
New York
$759K +$620K +6,649 New
RCM
539
Raleigh Capital Management
North Carolina
$757K +$6.91K +74 +1%
RWPA
540
Richard W. Paul & Associates
Michigan
$749K -$25.5K -273 -4%
AAS
541
Avantax Advisory Services
Texas
$743K +$142K +1,520 +30%
OAM
542
Oppenheimer Asset Management
New York
$740K +$144K +1,539 +31%
SIA
543
Schechter Investment Advisors
Michigan
$732K -$80K -857 -12%
SCA
544
Snowden Capital Advisors
New York
$722K +$261K +2,794 +79%
KCM
545
Kanawha Capital Management
Virginia
$719K -$15.1K -162 -3%
BAM
546
Belpointe Asset Management
Nevada
$716K -$18.6K -199 -3%
ASBI
547
American State Bank (Iowa)
Iowa
$711K
EF
548
Empowered Funds
Pennsylvania
$709K -$37.6K -403 -6%
HC
549
Hara Capital
Washington
$704K
DADC
550
D.A. Davidson & Co
Montana
$703K -$28K -300 -5%