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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
526
Carson Wealth (CWM LLC)
Nebraska
$950K +$80.9K +2,956 +10%
BBVA
527
Banco Bilbao Vizcaya Argentaria
Spain
$949K -$72.5K -2,650 -8%
FNBT
528
FineMark National Bank & Trust
Florida
$946K
BOC
529
Barbara Oil Co
Illinois
$944K
CIC
530
Chilton Investment Company
Connecticut
$942K
KLC
531
Knowledge Leaders Capital
Colorado
$935K -$26.5K -970 -3%
OFG
532
OmniStar Financial Group
North Carolina
$931K +$57.1K +2,086 +7%
SWS
533
SYSTM Wealth Solutions
Illinois
$917K +$136K +4,962 +19%
CFMC
534
Curbstone Financial Management Corp
New Hampshire
$916K -$13.7K -500 -2%
IIM
535
Ironwood Investment Management
Massachusetts
$906K -$48.9K -1,788 -6%
SCA
536
Snowden Capital Advisors
New York
$896K +$94.1K +3,440 +13%
FAM
537
Formidable Asset Management
Ohio
$881K +$52.1K +1,906 +7%
SF
538
Synovus Financial
Georgia
$877K -$219 -8 -0%
KAS
539
Kestra Advisory Services
Texas
$874K -$29.5K -1,080 -4%
CAM
540
Cacti Asset Management
Georgia
$872K
DADC
541
D.A. Davidson & Co
Montana
$870K -$109K -3,994 -12%
XSC
542
X-Square Capital
Puerto Rico
$866K -$209K -7,648 -21%
SYBT
543
Stock Yards Bank & Trust
Kentucky
$865K -$21.1K -772 -3%
AOWM
544
Alpha Omega Wealth Management
Virginia
$861K -$20.2K -740 -2%
VC
545
Veracity Capital
Georgia
$857K +$795K +29,048 New
SPIA
546
Steward Partners Investment Advisory
New York
$850K -$25.2K -922 -3%
DSAM
547
Dock Street Asset Management
Florida
$849K
SA
548
SRN Advisors
Pennsylvania
$849K -$24.8K -908 -3%
BIA
549
Beacon Investment Advisors
Maryland
$848K +$2.24K +82 +0.3%
GC
550
Giverny Capital
Quebec, Canada
$845K