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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
801
Acumen Wealth Advisors
Tennessee
$3.15M -$619K -4,230 -16%
RA
802
RFG Advisory
Alabama
$3.12M -$133K -910 -4%
OAM
803
Ostrum Asset Management
France
$3.12M +$518K +3,540 +20%
TPCW
804
TD Private Client Wealth
New York
$3.1M -$55.6K -380 -2%
PF
805
Phoenix Financial
Israel
$3.1M +$909K +6,210 +42%
RSA
806
River Street Advisors
Illinois
$3.07M -$774K -5,290 -20%
OF
807
Optimize Financial
California
$3.07M +$789K +5,390 +35%
CGFA
808
Colton Groome Financial Advisors
North Carolina
$3.05M -$926K -6,330 -23%
FC
809
Fjell Capital
North Dakota
$3.05M -$7.32K -50 -0.2%
BP
810
Ballentine Partners
Massachusetts
$3.04M -$26.3K -180 -0.9%
QI
811
Qtron Investments
Massachusetts
$3.01M – – –
MFS
812
Mirabella Financial Services
United Kingdom
$3.01M +$2.99M +20,420 New
RIL
813
Rothschild Investment LLC
Illinois
$3M -$64.4K -440 -2%
BCM
814
Boltwood Capital Management
California
$2.99M +$89.2K +610 +3%
CRC
815
Curi RMB Capital
Illinois
$2.98M -$394K -2,690 -12%
HCMT
816
Highland Capital Management (Tennessee)
Tennessee
$2.98M -$803K -5,490 -21%
SWP
817
Sagespring Wealth Partners
Tennessee
$2.98M +$361K +2,470 +14%
CWM
818
Calamos Wealth Management
Illinois
$2.95M -$705K -4,820 -19%
Calamos Advisors
819
Calamos Advisors
Illinois
$2.95M +$2.93M +20,020 New
PAM
820
Paradigm Asset Management
New York
$2.94M – – –
SIC
821
SFE Investment Counsel
California
$2.94M – – –
SMTF
822
Sphera Management Technology Funds
Israel
$2.94M +$534K +3,650 +22%
TA
823
Tectonic Advisors
Texas
$2.94M -$114K -780 -4%
CPWA
824
Cerro Pacific Wealth Advisors
California
$2.88M -$748K -5,110 -21%
SOS
825
Silver Oak Securities
Tennessee
$2.86M -$1.46K -10 -0.1%