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Name Holding Trade Value Shares
Change
Change in
Stake
DAC
826
Dividend Assets Capital
South Carolina
$804K – – –
Clearstead Advisors
827
Clearstead Advisors
Ohio
$801K – – –
PA
828
PFG Advisors
Arizona
$801K +$141K +434 +23%
FAM
829
Formidable Asset Management
Ohio
$796K – – –
ECM
830
Exchange Capital Management
Michigan
$783K -$972 -3 -0.1%
AI
831
AXS Investments
New York
$782K +$732K +2,258 New
Alpha Cubed Investments
832
Alpha Cubed Investments
California
$781K +$14.9K +46 +2%
BIC
833
Beach Investment Counsel
Pennsylvania
$779K – – –
AssetMark Inc
834
AssetMark Inc
California
$765K +$652K +2,013 +1,032%
SouthState Corp
835
SouthState Corp
Florida
$763K – – –
UC
836
Unio Capital
New Jersey
$762K +$710K +2,190 New
RW
837
REDW Wealth
New Mexico
$760K – – –
IHL
838
Investment House LLC
California
$759K +$27.5K +85 +4%
LWAC
839
Laurel Wealth Advisors (California)
California
$758K +$157K +485 +28%
P
840
Pitcairn
Pennsylvania
$749K -$51.5K -159 -7%
MMPW
841
Mitchell McLeod Pugh & Williams
Alabama
$744K +$3.24K +10 +0.5%
OL
842
Optas LLC
Texas
$740K +$324 +1 +0%
Ontario Teachers' Pension Plan Board
843
Ontario Teachers' Pension Plan Board
Ontario, Canada
$732K -$120M -371,154 -99%
JSC
844
Jackson Square Capital
California
$726K +$15.2K +47 +2%
WP
845
WealthSource Partners
California
$726K +$51.5K +159 +8%
AWM
846
Aries Wealth Management
Maine
$723K -$13K -40 -2%
Chicago Capital
847
Chicago Capital
Illinois
$721K -$5.51K -17 -0.8%
PCM
848
Parsons Capital Management
Rhode Island
$720K -$3.89K -12 -0.6%
Waldron Private Wealth
849
Waldron Private Wealth
Pennsylvania
$719K – – –
ZB
850
Zions Bancorporation
Utah
$715K +$16.5K +51 +3%