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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
726
JCIC Asset Management
Ontario, Canada
$1.61M -$32.3K -103 -2%
CC
727
Covalis Capital
United Kingdom
$1.58M +$1.52M +4,834 New
Parallel Advisors
728
Parallel Advisors
California
$1.57M +$407K +1,300 +37%
Sequoia Financial Advisors
729
Sequoia Financial Advisors
Ohio
$1.56M +$511K +1,631 +52%
ATC
730
Argent Trust Co
Tennessee
$1.54M -$3.45K -11 -0.2%
WA
731
Wealth Alliance
New York
$1.53M -$79.9K -255 -5%
PP
732
Patten & Patten
Tennessee
$1.51M – – –
IF
733
Intrua Financial
Texas
$1.49M +$455K +1,451 +46%
Atlantic Union Bankshares
734
Atlantic Union Bankshares
Virginia
$1.49M -$121K -385 -8%
FDS
735
Freedom Day Solutions
Texas
$1.48M -$59.6K -190 -4%
Mount Yale Investment Advisors
736
Mount Yale Investment Advisors
Colorado
$1.48M +$1.42M +4,531 New
SWM
737
Sendero Wealth Management
Texas
$1.48M +$122K +390 +9%
Summit Financial
738
Summit Financial
New Jersey
$1.46M -$5.96K -19 -0.4%
DC
739
DeDora Capital
California
$1.46M +$64.3K +205 +5%
Segall Bryant & Hamill
740
Segall Bryant & Hamill
Illinois
$1.45M -$68.3K -218 -5%
SW
741
SVB Wealth
Massachusetts
$1.44M +$160K +510 +13%
CC
742
Cipher Capital
New York
$1.44M +$1.39M +4,421 New
FFS
743
Founders Financial Securities
Maryland
$1.44M +$98.1K +313 +8%
Dakota Wealth Management
744
Dakota Wealth Management
Florida
$1.43M +$564K +1,800 +69%
Haverford Trust Company
745
Haverford Trust Company
Pennsylvania
$1.42M +$90.3K +288 +7%
Duff & Phelps Investment Management
746
Duff & Phelps Investment Management
Illinois
$1.42M – – –
NW
747
Naviter Wealth
Arkansas
$1.41M -$12.2K -39 -0.9%
CFM
748
Coronation Fund Managers
South Africa
$1.4M +$381K +1,215 +40%
Private Advisor Group
749
Private Advisor Group
New Jersey
$1.39M +$587K +1,874 +14%
WCM
750
Whitener Capital Management
North Carolina
$1.39M +$20.4K +65 +2%