Name Holding Trade Value Shares
Change
Change in
Stake
AWMT
851
AAFMAA Wealth Management & Trust
North Carolina
$976K -$2.14M -6,399 -70%
FNA
852
First National Advisers
Nebraska
$976K +$54.9K +164 +6%
CW
853
Channel Wealth
California
$970K +$914K +2,729 New
O
854
Ossiam
France
$968K -$29.2M -87,298 -97%
VEA
855
Virtus ETF Advisers
New York
$966K +$910K +2,718 New
DI
856
DFPG Investments
Utah
$965K +$70.7K +211 +8%
FCI
857
Financial Counselors Inc
Kansas
$960K +$23.8K +71 +3%
FFC
858
First Financial Corp
Indiana
$960K -$29.8K -89 -3%
HPC
859
HM Payson & Co
Maine
$957K +$45.2K +135 +5%
CCA
860
Conestoga Capital Advisors
Pennsylvania
$954K -$26.8K -80 -3%
HA
861
Heartland Advisors
Wisconsin
$952K -$1.29M -3,847 -59%
BCA
862
Bay Colony Advisors
Massachusetts
$952K -$10.7K -32 -1%
JIM
863
Jensen Investment Management
Oregon
$950K -$273K -815 -23%
RCAG
864
Rehmann Capital Advisory Group
Michigan
$943K -$27.1K -81 -3%
LC
865
Lindbrook Capital
California
$941K +$76.7K +229 +9%
ACI
866
Alpha Cubed Investments
California
$935K -$80K -239 -8%
CFCI
867
Comprehensive Financial Consultants Institutional
Indiana
$933K +$30.5K +91 +4%
EFS
868
Essex Financial Services
Connecticut
$931K +$270K +806 +44%
NL
869
Navalign LLC
California
$926K -$18.8K -56 -2%
DCM
870
Donaldson Capital Management
Indiana
$926K -$377K -1,125 -30%
SMH
871
Sanders Morris Harris
Texas
$915K +$871K +2,600 New
DWP
872
Daymark Wealth Partners
Ohio
$915K +$433K +1,293 +101%
AC
873
Abbrea Capital
California
$914K -$8.37K -25 -1%
BCP
874
Blackhawk Capital Partners
Wisconsin
$909K -$32.1K -96 -4%
ZF
875
Zhang Financial
Michigan
$903K -$28.5K -85 -3%