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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
726
Covalis Capital
United Kingdom
$1.58M +$1.52M +4,834 New
PA
727
Parallel Advisors
California
$1.57M +$407K +1,300 +37%
SFA
728
Sequoia Financial Advisors
Ohio
$1.56M +$511K +1,631 +52%
ATC
729
Argent Trust Co
Tennessee
$1.54M -$3.45K -11 -0.2%
WA
730
Wealth Alliance
New York
$1.53M -$79.9K -255 -5%
PP
731
Patten & Patten
Tennessee
$1.51M – – –
IF
732
Intrua Financial
Texas
$1.49M +$455K +1,451 +46%
AUB
733
Atlantic Union Bankshares
Virginia
$1.49M -$121K -385 -8%
FDS
734
Freedom Day Solutions
Texas
$1.48M -$59.6K -190 -4%
MYIA
735
Mount Yale Investment Advisors
Colorado
$1.48M +$1.42M +4,531 New
SWM
736
Sendero Wealth Management
Texas
$1.48M +$122K +390 +9%
SF
737
Summit Financial
New Jersey
$1.46M -$5.96K -19 -0.4%
DC
738
DeDora Capital
California
$1.46M +$64.3K +205 +5%
SBH
739
Segall Bryant & Hamill
Illinois
$1.45M -$68.3K -218 -5%
SW
740
SVB Wealth
Massachusetts
$1.44M +$160K +510 +13%
CC
741
Cipher Capital
New York
$1.44M +$1.39M +4,421 New
FFS
742
Founders Financial Securities
Maryland
$1.44M +$98.1K +313 +8%
DWM
743
Dakota Wealth Management
Florida
$1.43M +$564K +1,800 +69%
HTC
744
Haverford Trust Company
Pennsylvania
$1.42M +$90.3K +288 +7%
DPIM
745
Duff & Phelps Investment Management
Illinois
$1.42M – – –
NW
746
Naviter Wealth
Arkansas
$1.41M -$12.2K -39 -0.9%
CFM
747
Coronation Fund Managers
South Africa
$1.4M +$381K +1,215 +40%
PAG
748
Private Advisor Group
New Jersey
$1.39M +$587K +1,874 +14%
WCM
749
Whitener Capital Management
North Carolina
$1.39M +$20.4K +65 +2%
MCM
750
MAI Capital Management
Ohio
$1.39M +$168K +535 +14%
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