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Name Holding Trade Value Shares
Change
Change in
Stake
BW
601
Bison Wealth
Georgia
$522K – – –
BAM
602
Bayshore Asset Management
Florida
$520K – – –
Principal Securities
603
Principal Securities
Iowa
$518K +$13.8K +41 +3%
CFGS
604
Concourse Financial Group Securities
Alabama
$514K +$27.7K +82 +6%
1SB
605
1ST Source Bank
Indiana
$505K – – –
SOAMC
606
Spirit of America Management Corp
New York
$504K – – –
TVAMP
607
Tennessee Valley Asset Management Partners
Tennessee
$502K +$1.69K +5 +0.4%
Qube Research & Technologies (QRT)
608
Qube Research & Technologies (QRT)
United Kingdom
$502K -$120M -355,434 -100%
Diversify Wealth Management
609
Diversify Wealth Management
Utah
$501K +$475K +1,406 New
WH
610
Willner & Heller
California
$498K -$371K -1,098 -45%
UOTTAIMCU
611
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$493K +$445K +1,319 New
TIAA Trust, National Association
612
TIAA Trust, National Association
North Carolina
$491K -$253K -748 -36%
Bridgewater Associates
613
Bridgewater Associates
Connecticut
$486K -$10.9M -32,405 -96%
Diversified Trust
614
Diversified Trust
Tennessee
$485K -$477K -1,412 -52%
TD Private Client Wealth
615
TD Private Client Wealth
New York
$477K -$37.5K -111 -8%
Independent Advisor Alliance
616
Independent Advisor Alliance
North Carolina
$475K +$13.5K +40 +3%
Ameritas Investment Partners
617
Ameritas Investment Partners
Nebraska
$474K -$18.2K -54 -4%
CI
618
Cigna Investments
Connecticut
$473K -$14.2K -42 -3%
CGL
619
Clarius Group LLC
Washington
$471K -$8.78K -26 -2%
ACM
620
AlphaStar Capital Management
North Carolina
$470K +$208K +617 +96%
OneDigital Investment Advisors
621
OneDigital Investment Advisors
Kansas
$465K +$82K +243 +24%
ATC
622
Argent Trust Co
Tennessee
$463K +$4.73K +14 +1%
WDG
623
Wealth Dimensions Group
Ohio
$454K -$6.42K -19 -2%
TGAM
624
TBH Global Asset Management
Tennessee
$452K -$103K -306 -20%
Kestra Private Wealth Services
625
Kestra Private Wealth Services
Texas
$451K -$136K -404 -25%