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Name Holding Trade Value Shares
Change
Change in
Stake
AA
601
Ancora Advisors
Ohio
$412K
SWM
602
Spire Wealth Management
Virginia
$410K +$55.9K +312 +16%
HH
603
Hilltop Holdings
Texas
$408K +$92.8K +518 +30%
CRC
604
Curi RMB Capital
Illinois
$408K +$1.43K +8 +0.4%
BFA
605
Bill Few Associates
Pennsylvania
$405K
CFG
606
Citizens Financial Group
Rhode Island
$405K +$49.6K +277 +14%
HIC
607
Holderness Investments Company
North Carolina
$405K -$3.94K -22 -1%
MOS
608
MGO One Seven
Ohio
$403K -$14.5K -81 -4%
WPC
609
Wedmont Private Capital
Pennsylvania
$400K +$70.2K +392 +22%
SC
610
Syon Capital
California
$400K +$4.12K +23 +1%
MSFS
611
Main Street Financial Solutions
Pennsylvania
$396K -$92.8K -518 -19%
T. Rowe Price Investment Management
612
T. Rowe Price Investment Management
Maryland
$396K +$126K +706 +48%
THWM
613
Taylor Hoffman Wealth Management
Virginia
$395K
ET
614
Entropy Technologies
New York
$391K +$388K +2,165 New
PA
615
Profund Advisors
Maryland
$389K -$12.5K -70 -3%
AF
616
Allworth Financial
California
$389K +$289K +1,616 +322%
DI
617
Diligent Investors
California
$389K +$179 +1 +0%
FFM
618
Fullerton Fund Management
Singapore
$380K
TL
619
Tradewinds LLC
North Carolina
$377K +$374K +2,086 New
CA
620
Clearstead Advisors
Ohio
$374K +$299K +1,670 +415%
ATC
621
Argent Trust Co
Tennessee
$374K +$371K +2,072 New
WCA
622
Westover Capital Advisors
Delaware
$373K
CI Investments Inc
623
CI Investments Inc
Ontario, Canada
$372K -$26.1K -146 -7%
HWA
624
HHM Wealth Advisors
Tennessee
$371K +$269K +1,500 +269%
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$370K -$7.16K -40 -2%