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Name Holding Trade Value Shares
Change
Change in
Stake
PP
601
Paloma Partners
Connecticut
$1.1M +$1.09M +5,652 New
WCM
602
Wunderlich Capital Managemnt
Tennessee
$1.1M -$52.7K -273 -5%
CI Investments Inc
603
CI Investments Inc
Ontario, Canada
$1.09M +$159K +826 +17%
Tower Research Capital (TRC)
604
Tower Research Capital (TRC)
New York
$1.09M -$2.32M -12,003 -68%
Kayne Anderson Rudnick Investment Management
605
Kayne Anderson Rudnick Investment Management
California
$1.09M – – –
LD
606
Lipe & Dalton
New York
$1.09M +$386 +2 +0%
IFS
607
Intelligent Financial Strategies
Minnesota
$1.08M -$6.75K -35 -0.6%
WIC
608
Woodmont Investment Counsel
Tennessee
$1.08M +$91.6K +475 +9%
Allworth Financial
609
Allworth Financial
California
$1.06M +$535K +2,772 +104%
FTDI
610
First Trust Direct Indexing
Massachusetts
$1.06M +$57.9K +300 +6%
PTC
611
Private Trust Company
Ohio
$1.05M +$85.1K +441 +9%
UMB Bank
612
UMB Bank
Missouri
$1.05M – – –
CA
613
Claro Advisors
Massachusetts
$1.05M +$242K +1,252 +30%
Atlantic Union Bankshares
614
Atlantic Union Bankshares
Virginia
$1.05M -$103K -533 -9%
Fort Washington Investment Advisors
615
Fort Washington Investment Advisors
Ohio
$1.05M – – –
VCAM
616
Van Cleef Asset Management
Ohio
$1.04M +$829K +4,297 +400%
Avantax Advisory Services
617
Avantax Advisory Services
Texas
$1.04M -$66K -342 -6%
Haverford Trust Company
618
Haverford Trust Company
Pennsylvania
$1.04M -$2.87M -14,880 -74%
WhitTier Trust Company
619
WhitTier Trust Company
Nevada
$1.04M – – –
Empirical Finance
620
Empirical Finance
Pennsylvania
$1.03M +$35.1K +182 +4%
AR
621
Advisory Research
Illinois
$1.03M – – –
OPW
622
Oxler Private Wealth
New York
$1.02M +$1.01M +5,255 New
SFG
623
Summit Financial Group
West Virginia
$1.02M -$43.4K -225 -4%
Farther Finance Advisors
624
Farther Finance Advisors
California
$1.02M +$473K +2,450 +92%
PWM
625
Peterson Wealth Management
Nevada
$1.01M +$1M +5,200 New