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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
376
SFMG Wealth Advisors
Texas
$641K +$17.6K +141 +3%
IWA
377
IBEX Wealth Advisors
New Jersey
$639K +$633K +5,062 New
HCM
378
Hall Capital Management
Rhode Island
$635K -$55.5K -444 -8%
IMRF
379
Illinois Municipal Retirement Fund
Illinois
$635K
AAS
380
Avantax Advisory Services
Texas
$629K +$143K +1,144 +30%
Bank Julius Baer & Co
381
Bank Julius Baer & Co
Switzerland
$626K -$42.7K -342 -6%
LDB
382
Lee, Danner & Bass
Tennessee
$618K
CF
383
Copperwynd Financial
Arizona
$617K -$18.3K -146 -3%
TA
384
Tectonic Advisors
Texas
$611K +$65.4K +523 +12%
LFA
385
Lauterbach Financial Advisors
Texas
$606K
SYBT
386
Stock Yards Bank & Trust
Kentucky
$601K -$55.4K -443 -9%
GC
387
Guggenheim Capital
Illinois
$600K -$31.6K -253 -5%
FTC
388
Farmers Trust Company
Ohio
$599K -$74K -592 -11%
JWS
389
Juncture Wealth Strategies
Arizona
$595K +$100K +800 +20%
KWMG
390
King Wealth Management Group
Florida
$593K -$2.5K -20 -0.4%
AGA
391
Accuvest Global Advisors
Utah
$591K -$38.5K -308 -6%
RAM
392
Roanoke Asset Management
New Jersey
$589K
BFAG
393
Blackston Financial Advisory Group
Florida
$582K -$19.5K -156 -4%
NMIMC
394
Northwestern Mutual Investment Management Company
Wisconsin
$575K -$54K -432 -9%
FCCM
395
First City Capital Management
Georgia
$568K
GW
396
GW & Wade
Massachusetts
$568K +$9.25K +74 +2%
WS
397
Wedbush Securities
California
$565K +$193K +1,546 +53%
Vontobel Holding
398
Vontobel Holding
Switzerland
$564K +$545K +4,357 New
KeyBank National Association
399
KeyBank National Association
Ohio
$563K -$60.1K -481 -10%
AI
400
AdvisorShares Investments
Maryland
$563K +$483K +3,866 +659%