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Name Holding Trade Value Shares
Change
Change in
Stake
PPG
576
Peak Planning Group
Colorado
$1.01M – – –
TFS
577
Thoroughbred Financial Services
Tennessee
$1M -$197K -5,690 -15%
CNBT
578
Cornerstone National Bank & Trust
Illinois
$1M -$20.1K -580 -2%
Luther King Capital Management (LKCM)
579
Luther King Capital Management (LKCM)
Texas
$999K -$110K -3,190 -9%
CRC
580
Curi RMB Capital
Illinois
$999K +$1.39K +40 +0.1%
DGAM
581
Desjardins Global Asset Management
Quebec, Canada
$997K +$1.06M +30,730 +1,397%
HIC
582
Holderness Investments Company
North Carolina
$994K – – –
ATC
583
Argent Trust Co
Tennessee
$986K -$141K -4,070 -11%
TF
584
TIAA FSB
Florida
$986K -$41.9K -1,210 -4%
WorldQuant Millennium Advisors
585
WorldQuant Millennium Advisors
New York
$986K +$1.13M +32,580 New
VWM
586
Venturi Wealth Management
Texas
$981K +$46.4K +1,340 +4%
DAS
587
Dynamic Advisor Solutions
Arizona
$973K +$99.4K +2,870 +10%
MMG
588
Monetary Management Group
Missouri
$966K – – –
DADC
589
D.A. Davidson & Co
Montana
$964K +$64.4K +1,860 +6%
AS
590
Altshuler Shaham
Israel
$963K +$1.07M +31,000 New
TW
591
TrinityPoint Wealth
Connecticut
$950K +$127K +3,660 +13%
LA
592
Lindenwold Advisors
Pennsylvania
$943K +$1.08M +31,160 New
FI
593
Fosun International
China
$940K +$53.3K +1,540 +5%
AWM
594
Avitas Wealth Management
California
$918K +$1.05M +30,330 New
FSG
595
Financial Strategies Group
Michigan
$911K +$1.04M +30,100 New
PFO
596
Pathstone Family Office
New Jersey
$911K +$400K +11,560 +62%
BAM
597
Belpointe Asset Management
Nevada
$910K +$409K +11,820 +65%
BSW
598
Buckingham Strategic Wealth
Missouri
$896K +$2.77K +80 +0.3%
AWM
599
Apollon Wealth Management
South Carolina
$895K +$46.8K +1,350 +5%
EFM
600
E Fund Management
China
$891K -$18.4K -530 -2%