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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
651
YorkBridge Wealth Partners
New York
$1.33M +$138K +473 +11%
MSA
652
Marino Stram & Associates
Massachusetts
$1.33M +$1.34M +4,598 New
CFA
653
CWS Financial Advisors
Michigan
$1.33M -$55.4K -190 -4%
PP
654
Patten & Patten
Tennessee
$1.33M -$8.16K -28 -0.6%
TSWM
655
Triangle Securities Wealth Management
North Carolina
$1.33M -$10.2K -35 -0.8%
VWM
656
Venturi Wealth Management
Texas
$1.32M +$8.46K +29 +0.6%
DC
657
DeDora Capital
California
$1.31M -$5.54K -19 -0.4%
DT
658
Diversified Trust
Tennessee
$1.31M +$138K +474 +12%
Lido Advisors
659
Lido Advisors
California
$1.3M +$3.21K +11 +0.2%
FMLI
660
Fukoku Mutual Life Insurance
Japan
$1.3M +$846K +2,900 +181%
ATC
661
Argent Trust Co
Tennessee
$1.3M +$151K +519 +13%
QSS
662
Quantitative Systematic Strategies
Florida
$1.29M +$760K +2,607 +142%
LPT
663
Legacy Private Trust
Wisconsin
$1.25M +$468K +1,605 +59%
KPWS
664
Kestra Private Wealth Services
Texas
$1.25M +$179K +615 +17%
SBH
665
Segall Bryant & Hamill
Illinois
$1.25M +$5.25K +18 +0.4%
BHTS
666
Bar Harbor Trust Services
Maine
$1.24M +$112K +383 +10%
DAM
667
Deltec Asset Management
New York
$1.24M
JIM
668
Jensen Investment Management
Oregon
$1.24M -$78.7K -270 -6%
BC
669
Brookfield Corp
Ontario, Canada
$1.23M +$205K +703 +20%
CCMD
670
Cypress Capital Management (Delaware)
Delaware
$1.22M -$14.6K -50 -1%
IC
671
IEQ Capital
California
$1.22M +$243K +833 +25%
LWAM
672
Legacy Wealth Asset Management
Minnesota
$1.21M -$50.4K -173 -4%
UCFA
673
United Capital Financial Advisors
Texas
$1.2M +$102K +351 +9%
S
674
SignatureFD
Georgia
$1.2M +$219K +751 +22%
ONB
675
Old National Bancorp
Indiana
$1.19M +$42.9K +147 +4%