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Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
801
Johnson Investment Counsel
Ohio
$981K -$63.6K -313 -7%
CW
802
Connectus Wealth
Ohio
$980K +$13.6K +67 +2%
SFA
803
Sequoia Financial Advisors
Ohio
$973K +$356K +1,751 +70%
AIA
804
Armor Investment Advisors
North Carolina
$972K +$110K +542 +15%
CQS
805
Credential Qtrade Securities
$971K +$73.1K +360 +9%
FG
806
Foster Group
Iowa
$969K -$11.8K -58 -1%
WJWM
807
Williams Jones Wealth Management
New York
$964K -$33.7K -166 -4%
CWM
808
Curi Wealth Management
North Carolina
$964K -$2.64K -13 -0.3%
MAS
809
Meeder Advisory Services
Ohio
$962K +$140K +688 +20%
EH
810
Equitable Holdings
New York
$961K -$39.4K -194 -4%
SM
811
Sweeney & Michel
California
$960K +$888K +4,375 New
LHC
812
Little House Capital
Massachusetts
$959K +$852K +4,196 New
BIA
813
BHK Investment Advisors
Alabama
$953K +$69.2K +341 +9%
HIC
814
Holderness Investments Company
North Carolina
$950K -$2.23K -11 -0.3%
DIP
815
Davis Investment Partners
North Carolina
$948K – – –
WCA
816
Westover Capital Advisors
Delaware
$940K -$2.03K -10 -0.2%
EWM
817
Evercore Wealth Management
New York
$937K -$428K -2,110 -34%
FWCM
818
Ferguson Wellman Capital Management
Oregon
$936K +$9.34K +46 +1%
PF
819
Phoenix Financial
Israel
$935K -$302K -1,489 -26%
BAM
820
Belpointe Asset Management
Nevada
$933K -$150K -740 -15%
NGA
821
Naples Global Advisors
Florida
$929K +$64.8K +319 +9%
GAG
822
GM Advisory Group
New York
$922K +$75.3K +371 +10%
FFP
823
FourThought Financial Partners
Florida
$922K -$6.9K -34 -0.8%
GT
824
Greenleaf Trust
Michigan
$916K +$42K +207 +5%
SW
825
SteelPeak Wealth
California
$914K -$1.11M -5,483 -58%
31 32
33
34 35