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Name Holding Trade Value Shares
Change
Change in
Stake
AWC
276
Abundance Wealth Counselors
Pennsylvania
$984K +$161K +4,391 +21%
SCM
277
Sterling Capital Management
North Carolina
$982K +$65.5K +1,789 +8%
AFG
278
Atomi Financial Group
New York
$974K +$427K +11,664 +86%
Baird Financial Group
279
Baird Financial Group
Wisconsin
$960K +$43.2K +1,179 +5%
CT
280
Caldwell Trust
Florida
$954K -$31.6K -863 -3%
EBT
281
Enterprise Bank & Trust
Massachusetts
$954K -$83.3K -2,276 -8%
CPBTD
282
Central Pacific Bank - Trust Division
Hawaii
$946K +$86.4K +2,361 +11%
NB
283
Nicolet Bankshares
Wisconsin
$929K -$45.4K -1,240 -5%
YCM
284
Yousif Capital Management
Michigan
$922K
PCG
285
Prosperity Consulting Group
Maryland
$910K -$43.5K -1,188 -5%
LI
286
Lafayette Investments
Maryland
$903K
SFA
287
Sequoia Financial Advisors
Ohio
$902K +$97K +2,649 +13%
Kovitz Investment Group Partners
288
Kovitz Investment Group Partners
Illinois
$902K +$62.5K +1,706 +8%
CAG
289
Csenge Advisory Group
Florida
$889K +$169K +4,606 +23%
TTIC
290
Tower Trust & Investment Company
Iowa
$888K +$816K +22,281 New
LSV Asset Management
291
LSV Asset Management
Illinois
$882K
SC
292
Saturna Capital
Washington
$877K -$93.4K -2,550 -10%
SPIA
293
Steward Partners Investment Advisory
New York
$875K -$182K -4,983 -18%
Macquarie Group
294
Macquarie Group
Australia
$871K +$823K +22,478 New
CAMG
295
CWA Asset Management Group
Florida
$857K +$216K +5,904 +36%
IWC
296
Integrated Wealth Concepts
Massachusetts
$856K +$163K +4,451 +25%
LCWP
297
Legacy Capital Wealth Partners
Arkansas
$847K +$212K +5,778 +36%
PIM
298
Provident Investment Management
Michigan
$843K +$2.75K +75 +0.3%
FM
299
Foster & Motley
Ohio
$838K -$44.2K -1,208 -5%
AWA
300
Aaron Wealth Advisors
Illinois
$828K +$39.7K +1,084 +5%