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Name Holding Trade Value Shares
Change
Change in
Stake
DT
676
Diversified Trust
Tennessee
$487K +$19.8K +428 +4%
ACM
677
Advisors Capital Management
New Jersey
$487K +$133K +2,884 +38%
PTP
678
Platform Technology Partners
New York
$486K +$40.4K +873 +9%
LS
679
Livforsakringsbolaget Skandia
Sweden
$486K – – –
IA
680
Invested Advisors
Pennsylvania
$485K +$20.8K +449 +5%
MG
681
Mather Group
Illinois
$482K +$45.1K +975 +10%
BAAM
682
Baker Avenue Asset Management
California
$480K +$156K +3,364 +49%
ACA
683
Aptus Capital Advisors
Alabama
$477K +$79.5K +1,719 +20%
V
684
VeraBank
Texas
$477K – – –
FFA
685
First Foundation Advisors
California
$471K -$694 -15 -0.1%
GLF
686
Groupe la Francaise
France
$471K +$45.1K +976 +11%
TPCW
687
TD Private Client Wealth
New York
$469K -$15.4K -333 -3%
LF
688
Lantz Financial
Illinois
$469K +$2.08K +45 +0.4%
LFG
689
Larson Financial Group
Missouri
$467K +$119K +2,562 +34%
SSG
690
Summit Securities Group
New York
$466K +$463K +10,000 New
SWP
691
Significant Wealth Partners
Illinois
$465K – – –
MNBTD
692
Moody National Bank Trust Division
Texas
$463K +$2.22K +48 +0.5%
AH
693
Addis & Hill
Pennsylvania
$461K – – –
ECM
694
Ethos Capital Management
Pennsylvania
$460K -$1.26M -27,342 -73%
TFIPS
695
Towarzystwo Funduszy Inwestycyjnych PZU SA
$458K +$106K +2,300 +31%
CI
696
Cigna Investments
Connecticut
$456K – – –
FB
697
Finward Bancorp
Indiana
$452K +$5.6K +121 +1%
EAM
698
Erste Asset Management
Austria
$448K -$36.7K -794 -8%
MCB
699
Morton Community Bank
Illinois
$448K – – –
IAS
700
Investment Advisory Services
Texas
$445K +$2.04K +44 +0.5%