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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1051
LVM Capital Management
Michigan
$515K -$7.87K -380 -2%
VCP
1052
Vista Capital Partners
Oregon
$515K +$65.2K +3,148 +16%
AB
1053
ANB Bank
Colorado
$514K -$529K -25,536 -53%
AFG
1054
Atomi Financial Group
New York
$514K -$177K -8,527 -27%
Luther King Capital Management (LKCM)
1055
Luther King Capital Management (LKCM)
Texas
$513K -$408K -19,693 -46%
PCM
1056
Poehling Capital Management
Wisconsin
$511K -$106K -5,100 -18%
SG
1057
StoneX Group
New York
$509K -$106K -5,138 -18%
CI Investments Inc
1058
CI Investments Inc
Ontario, Canada
$508K -$15.8M -760,256 -97%
TT
1059
TI-Trust
Illinois
$508K -$7.98K -385 -2%
LI
1060
LMCG Investments
Massachusetts
$507K -$88.9K -4,290 -16%
NG
1061
Norden Group
Utah
$506K +$121K +5,854 +35%
CIAS
1062
Capital Investment Advisory Services
North Carolina
$506K -$8.33K -402 -2%
MLA
1063
My Legacy Advisors
Oregon
$505K +$440K +21,218 New
IAS
1064
Insigneo Advisory Services
Florida
$505K -$11K -531 -2%
COCM
1065
Charter Oak Capital Management
New Hampshire
$505K +$4.5K +217 +1%
AAM
1066
Auxier Asset Management
Oregon
$504K -$10.2K -490 -2%
VF
1067
Virtu Financial
New York
$504K +$466K +22,488 New
OL
1068
Optas LLC
Texas
$503K -$194K -9,354 -29%
ALAM
1069
Asahi Life Asset Management
Japan
$503K +$465K +22,450 New
CWA
1070
Clarity Wealth Advisors
California
$502K +$129K +6,202 +38%
KIA
1071
KCM Investment Advisors
California
$501K -$17.8K -859 -4%
DWM
1072
Destination Wealth Management
California
$498K +$186K +8,964 +68%
FNBTCON
1073
First National Bank & Trust Co of Newtown
Pennsylvania
$497K -$18K -867 -4%
CAAS
1074
Capital Asset Advisory Services
Michigan
$496K +$22.5K +1,086 +5%
CSP
1075
Cary Street Partners
Virginia
$495K -$118K -5,686 -20%