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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Stockman Wealth Management
Montana
$3.64M +$132K +2,643 +4%
NCM
152
Nelson Capital Management
California
$3.64M -$40.5K -808 -1%
PTC
153
Philadelphia Trust Company
Pennsylvania
$3.59M +$177K +3,527 +5%
WFMPM
154
Woodley Farra Manion Portfolio Management
Indiana
$3.56M -$385K -7,676 -9%
FF
155
Fluent Financial
Texas
$3.56M +$147K +2,927 +4%
AWM
156
AE Wealth Management
Kansas
$3.55M -$63.4K -1,265 -2%
AIA
157
AIMZ Investment Advisors
California
$3.49M +$3.71M +74,088 New
IIM
158
Ipswich Investment Management
Massachusetts
$3.48M +$150K +2,984 +4%
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$3.43M +$886K +17,691 +32%
KAS
160
Kestra Advisory Services
Texas
$3.32M +$3.54M +70,568 New
MML Investors Services
161
MML Investors Services
Massachusetts
$3.27M -$211K -4,211 -6%
SC
162
Scotia Capital
Ontario, Canada
$3.21M +$1.06M +21,241 +45%
BHWM
163
Bar Harbor Wealth Management
New Hampshire
$3.18M – – –
UBS AM
164
UBS AM
Illinois
$3.14M -$44.9M -896,744 -93%
ISL
165
Ingalls & Snyder LLC
New York
$3.1M +$287K +5,720 +10%
Deutsche Bank
166
Deutsche Bank
Germany
$3.07M -$691K -13,794 -17%
JFL
167
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.05M -$167K -3,324 -5%
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$3.04M +$65.2K +1,301 +2%
HCMT
169
Highland Capital Management (Tennessee)
Tennessee
$2.99M -$14.8K -296 -0.5%
SWMG
170
Signature Wealth Management Group
Georgia
$2.94M +$46.8K +935 +2%
OPA
171
Old Port Advisors
Maine
$2.87M +$57.3K +1,144 +2%
RJT
172
Raymond James Trust
Florida
$2.85M -$101K -2,009 -3%
BRWA
173
B. Riley Wealth Advisors
Florida
$2.79M +$832K +16,603 +40%
SS
174
Simplicity Solutions
Minnesota
$2.69M -$70K -1,397 -2%
AMG
175
Advisors Management Group
Wisconsin
$2.65M -$18K -359 -0.6%