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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
401
Mitchell & Pahl Private Wealth
Oklahoma
$606K +$8.33K +20 +1%
GCC
402
Guardian Capital (Canada)
Ontario, Canada
$604K +$131K +314 +27%
PIM
403
Provident Investment Management
Michigan
$595K -$311K -746 -34%
AWM
404
Axxcess Wealth Management
California
$594K +$42.1K +101 +8%
GFS
405
GYL Financial Synergies
Connecticut
$592K +$29.6K +71 +5%
T
406
TOBAM
France
$588K -$124K -297 -17%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$565K
AWM
408
Avior Wealth Management
Nebraska
$558K +$4.58K +11 +0.8%
CIM
409
Contravisory Investment Management
Massachusetts
$554K +$26.2K +63 +5%
CANY
410
Caxton Associates (New York)
New York
$553K +$555K +1,333 New
OAM
411
Oppenheimer Asset Management
New York
$552K -$20K -48 -3%
BCV
412
Banque Cantonale Vaudoise
Switzerland
$540K
PAG
413
Private Advisor Group
New Jersey
$533K +$535K +1,284 New
CCM
414
Coldstream Capital Management
Washington
$529K -$8.33K -20 -2%
LNC
415
Lincoln National Corp
Pennsylvania
$522K +$20K +48 +4%
SIA
416
SkyView Investment Advisors
New Jersey
$519K +$9.99K +24 +2%
QPW
417
Quantum Private Wealth
Florida
$519K -$12.9K -31 -2%
MCM
418
MAI Capital Management
Ohio
$517K -$52.9K -127 -9%
FFP
419
FourThought Financial Partners
Florida
$513K -$80.8K -194 -14%
ACM
420
Acrisure Capital Management
Texas
$513K -$333K -800 -39%
PTC
421
Petrus Trust Company
Texas
$508K -$247K -593 -33%
MFA
422
Mayflower Financial Advisors
Massachusetts
$506K +$1.25K +3 +0.2%
MML Investors Services
423
MML Investors Services
Massachusetts
$503K -$54.1K -130 -10%
WB
424
WesBanco Bank
West Virginia
$501K -$50.8K -122 -9%
NMIMC
425
Northwestern Mutual Investment Management Company
Wisconsin
$499K +$3.33K +8 +0.7%