Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Prelude Capital Management
New York
$1.38M +$1.46M +5,100 New
DT
702
Diversified Trust
Tennessee
$1.37M +$1.05M +3,642 +252%
NIG
703
NFJ Investment Group
Texas
$1.37M +$1.46M +5,089 New
AWM
704
Avitas Wealth Management
California
$1.37M -$993K -3,457 -41%
CANY
705
Caxton Associates (New York)
New York
$1.37M +$1.44M +5,000 New
SIA
706
SkyView Investment Advisors
New Jersey
$1.35M +$46.5K +162 +3%
Carson Wealth (CWM LLC)
707
Carson Wealth (CWM LLC)
Nebraska
$1.35M +$169K +588 +13%
CAAS
708
Capital Asset Advisory Services
Michigan
$1.35M +$58.3K +203 +4%
CMANY
709
Capital Management Associates (New York)
New York
$1.35M – – –
AUB
710
Atlantic Union Bankshares
Virginia
$1.33M -$587K -2,043 -29%
WA
711
Wealth Alliance
New York
$1.33M +$28.4K +99 +2%
KCM
712
Karp Capital Management
California
$1.32M -$1.65M -5,739 -54%
MGWM
713
Marks Group Wealth Management
Minnesota
$1.31M -$89.3K -311 -6%
First Eagle Investment Management
714
First Eagle Investment Management
New York
$1.3M +$125K +436 +10%
FMAEN1
715
Fund Management at Engine No 1
California
$1.29M -$83.3K -290 -6%
ATC
716
Argent Trust Co
Tennessee
$1.27M -$14.9K -52 -1%
FDS
717
Freedom Day Solutions
Texas
$1.27M -$12.9K -45 -0.9%
MFG
718
Merit Financial Group
Georgia
$1.27M -$1.65M -5,731 -55%
SBH
719
Segall Bryant & Hamill
Illinois
$1.26M +$3.73K +13 +0.3%
AWM
720
AE Wealth Management
Kansas
$1.26M +$251K +874 +23%
PP
721
Patten & Patten
Tennessee
$1.25M – – –
OBGC
722
O'Brien Greene & Co
Pennsylvania
$1.25M +$888K +3,093 +200%
BCM
723
Brookstone Capital Management
Illinois
$1.25M +$787K +2,740 +149%
SF
724
Summit Financial
New Jersey
$1.22M -$395K -1,377 -23%
KWM
725
Kingsview Wealth Management
Oregon
$1.21M +$3.45K +12 +0.3%