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Name Holding Trade Value Shares
Change
Change in
Stake
PA
801
Perennial Advisors
New York
$870K -$520 -10 -0.1%
Empower Advisory Group
802
Empower Advisory Group
Colorado
$860K +$4.16K +80 +0.5%
CG
803
Caprock Group
Idaho
$857K +$80.7K +1,550 +12%
BL
804
Balentine LLC
Georgia
$856K +$141K +2,710 +23%
CI
805
Cigna Investments
Connecticut
$854K -$1.56K -30 -0.2%
GAM
806
Griffin Asset Management
New York
$849K
MCM
807
McKinley Capital Management
Alaska
$847K -$26K -500 -3%
OAM
808
Ostrum Asset Management
France
$844K -$42.7K -820 -5%
BAM
809
Belpointe Asset Management
Nevada
$844K -$29.7K -570 -4%
IIM
810
Intact Investment Management
Quebec, Canada
$843K +$52K +1,000 +7%
CGL
811
Clarius Group LLC
Washington
$839K -$33.8K -650 -4%
AOWM
812
Alpha Omega Wealth Management
Virginia
$833K -$2.6K -50 -0.3%
OFG
813
OmniStar Financial Group
North Carolina
$829K
CNBT
814
Canandaigua National Bank & Trust
New York
$823K -$11.5K -220 -2%
MC
815
Moors & Cabot
Massachusetts
$817K -$5.72K -110 -0.8%
CIM
816
CIM Investment Management
Pennsylvania
$817K
PIM
817
Plato Investment Management
Australia
$814K +$729K +14,000 New
PS
818
Principal Securities
Iowa
$811K +$727K +13,960 New
AAS
819
Avantax Advisory Services
Texas
$810K +$61.4K +1,180 +9%
PFS
820
Prospera Financial Services
Texas
$810K -$82.8K -1,590 -10%
NFSG
821
Newbridge Financial Services Group
Florida
$807K +$21.3K +410 +3%
CA
822
CoreCap Advisors
Michigan
$805K +$324K +6,220 +82%
JCIA
823
Jackson Creek Investment Advisors
Colorado
$801K +$717K +13,780 New
Fisher Asset Management
824
Fisher Asset Management
Washington
$799K +$101K +1,950 +17%
FCP
825
Fidelis Capital Partners
Florida
$775K +$95.3K +1,830 +16%