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Name Holding Trade Value Shares
Change
Change in
Stake
VNIM
901
Vaughan Nelson Investment Management
Texas
$3.67M +$673K +13,575 +22%
WAM
902
Weatherly Asset Management
California
$3.66M +$8.03K +162 +0.2%
IWC
903
Integrated Wealth Concepts
Massachusetts
$3.66M -$10.1K -204 -0.3%
Vanguard Capital Wealth Advisors
904
Vanguard Capital Wealth Advisors
Colorado
$3.66M +$1.49M +30,162 +69%
AFM
905
Abbot Financial Management
Massachusetts
$3.65M -$53K -1,070 -1%
BHWA
906
Beacon Harbor Wealth Advisors
Virginia
$3.64M +$3.2M +64,477 +712%
AIM
907
ARGA Investment Management
Connecticut
$3.64M
SSI
908
Scott & Selber Inc
Texas
$3.63M +$312K +6,286 +9%
RFM
909
Royal Fund Management
Florida
$3.62M +$939K +18,937 +35%
PAS
910
Park Avenue Securities
New York
$3.61M +$271K +5,473 +8%
PTC
911
Private Trust Company
Ohio
$3.6M -$84.8K -1,710 -2%
FTDI
912
First Trust Direct Indexing
Massachusetts
$3.6M +$319K +6,435 +10%
PFS
913
Prospera Financial Services
Texas
$3.57M -$428K -8,642 -11%
ET
914
Equitable Trust
Tennessee
$3.57M +$492K +9,935 +16%
ECM
915
EagleClaw Capital Management
Massachusetts
$3.56M +$7.43K +150 +0.2%
IA
916
IFP Advisors
Florida
$3.56M +$2.4M +48,377 +57%
AWMT
917
AAFMAA Wealth Management & Trust
North Carolina
$3.55M
SEEDPG
918
S.E.E.D. Planning Group
New York
$3.55M +$1.17M +23,602 +49%
CI
919
Cigna Investments
Connecticut
$3.54M -$1.02M -20,648 -22%
TBNY
920
Trustco Bank (New York)
New York
$3.54M -$963K -19,438 -21%
LFAS
921
Level Four Advisory Services
Texas
$3.53M +$929K +18,753 +36%
ST
922
Smithfield Trust
Pennsylvania
$3.52M -$206K -4,154 -6%
WC
923
Woodstock Corp
Massachusetts
$3.52M -$967K -19,517 -22%
KCM
924
Kendall Capital Management
Maryland
$3.51M +$42.4K +856 +1%
BOCM
925
Bontempo Ohly Capital Management
Maryland
$3.51M +$3.51M +70,798 New