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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
526
44 Wealth Management
Oregon
$1.2M +$6.72K +30 +0.6%
SCF
527
Sante Capital Fund
Texas
$1.18M +$1.2M +5,357 New
WTC
528
WhitTier Trust Company
Nevada
$1.17M
HCM
529
HMS Capital Management
Tennessee
$1.17M +$1.19M +5,317 New
TC
530
Toews Corporation
New Jersey
$1.17M -$67.2K -300 -5%
T
531
TOBAM
France
$1.17M +$380K +1,694 +47%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.16M +$61.6K +275 +6%
GVAG
533
Great Valley Advisor Group
Delaware
$1.16M -$8.74K -39 -0.7%
RWA
534
Redhawk Wealth Advisors
Minnesota
$1.14M +$48.2K +215 +4%
LT
535
Lindsell Train
United Kingdom
$1.13M
OPW
536
Oxler Private Wealth
New York
$1.12M +$5.38K +24 +0.5%
IFS
537
Intelligent Financial Strategies
Minnesota
$1.12M +$224 +1 +0%
WDA
538
Wendell David Associates
New Hampshire
$1.12M -$1.12K -5 -0.1%
MYLI
539
Meiji Yasuda Life Insurance
Japan
$1.11M +$1.13M +5,055 New
WA
540
WESPAC Advisors
California
$1.11M -$508K -2,267 -31%
CCM
541
Chilton Capital Management
Texas
$1.11M +$10.1K +45 +0.9%
KPWS
542
Kestra Private Wealth Services
Texas
$1.1M +$20.6K +92 +2%
PRS
543
Pinkerton Retirement Specialists
Idaho
$1.1M +$1.12M +5,006 New
WIC
544
Woodmont Investment Counsel
Tennessee
$1.09M -$224K -1,000 -17%
LWAC
545
Laurel Wealth Advisors (California)
California
$1.09M
AWA
546
Aaron Wealth Advisors
Illinois
$1.08M +$30.3K +135 +3%
HTC
547
Haverford Trust Company
Pennsylvania
$1.08M
TFA
548
Transamerica Financial Advisors
Florida
$1.07M -$1.24M -5,516 -53%
WF
549
Welch & Forbes
Massachusetts
$1.07M
CCMD
550
Cypress Capital Management (Delaware)
Delaware
$1.06M -$19K -85 -2%