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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$1.51M +$1.17M +6,722 +520%
KRS
352
Kentucky Retirement Systems
Kentucky
$1.51M -$90.2K -518 -6%
SCM
353
Sterling Capital Management
North Carolina
$1.49M -$105K -604 -7%
NB
354
Norinchukin Bank
Japan
$1.49M -$24.4K -140 -2%
BF
355
Brogan Financial
Tennessee
$1.45M +$2.96K +17 +0.2%
SWGC
356
Summit Wealth Group (Colorado)
Colorado
$1.44M +$2.47M +14,217 New
HAG
357
HighPoint Advisor Group
Illinois
$1.43M -$56.2K -323 -4%
HIMCH
358
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M -$41.3K -237 -3%
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$1.41M +$55.9K +321 +4%
AI
360
Atria Investments
North Carolina
$1.4M +$244K +1,401 +23%
TFS
361
Thoroughbred Financial Services
Tennessee
$1.4M +$58.1K +334 +5%
PS
362
Principal Securities
Iowa
$1.38M +$210K +1,207 +20%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$1.37M +$126K +723 +11%
AWA
364
Alta Wealth Advisors
Massachusetts
$1.37M +$1.26M +7,226 New
GFPC
365
Global Financial Private Client
Florida
$1.36M +$14.1K +81 +1%
IMCOOI
366
Investment Management Corp of Ontario (IMCO)
Canada
$1.35M -$599K -3,439 -33%
GC
367
Guidance Capital
Kentucky
$1.34M +$16.7K +96 +1%
Nisa Investment Advisors
368
Nisa Investment Advisors
Missouri
$1.34M +$38.5K +221 +3%
DWM
369
Dynasty Wealth Management
Florida
$1.32M +$223K +1,283 +23%
KAS
370
Kestra Advisory Services
Texas
$1.3M +$283K +1,628 +31%
QI
371
Qtron Investments
Massachusetts
$1.29M +$269K +1,544 +29%
UBP
372
Union Bancaire Privee
Switzerland
$1.29M +$147K +842 +11%
Focus Partners Wealth
373
Focus Partners Wealth
Massachusetts
$1.28M +$542K +3,112 +85%
IC
374
Inscription Capital
Texas
$1.28M +$755K +4,340 +180%
1WM
375
1858 Wealth Management
Ohio
$1.27M -$100K -575 -8%