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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
876
PFG Advisors
Arizona
$671K +$14.7K +47 +2%
VEA
877
Virtus ETF Advisers
New York
$667K +$725K +2,320 New
VWA
878
V Wealth Advisors
Kansas
$665K -$15.6K -50 -2%
SC
879
SouthState Corp
Florida
$664K +$1.87K +6 +0.3%
WPW
880
Waldron Private Wealth
Pennsylvania
$664K +$48.7K +156 +7%
AG
881
Ascent Group
Virginia
$663K -$12.5K -40 -2%
CPWA
882
Cerro Pacific Wealth Advisors
California
$661K -$75.6K -242 -10%
EVM
883
Evelyn V. Moreno
$661K +$718K +2,298 New
WP
884
WealthSource Partners
California
$659K +$13.1K +42 +2%
DAC
885
Dividend Assets Capital
South Carolina
$653K – – –
BIC
886
Beach Investment Counsel
Pennsylvania
$647K – – –
ADL
887
Asset Dedication LLC
California
$645K +$339K +1,084 +94%
ZB
888
Zions Bancorporation
Utah
$641K -$47.2K -151 -6%
NWM
889
Nicola Wealth Management
British Columbia, Canada
$641K +$699K +2,239 New
TA
890
TFG Advisers
Michigan
$637K +$13.7K +44 +2%
OL
891
Optas LLC
Texas
$636K +$15.9K +51 +2%
ECM
892
Exchange Capital Management
Michigan
$632K -$31.2K -100 -4%
RW
893
REDW Wealth
New Mexico
$631K – – –
ECM
894
Evergreen Capital Management
Washington
$627K +$91.2K +292 +15%
ALAM
895
Asahi Life Asset Management
Japan
$625K -$57.2K -183 -8%
FCAG
896
First Capital Advisors Group
New Jersey
$624K +$678K +2,171 New
CFCI
897
Comprehensive Financial Consultants Institutional
Indiana
$621K -$2.5K -8 -0.4%
DCM
898
Donaldson Capital Management
Indiana
$619K +$35.9K +115 +6%
BCA
899
Bay Colony Advisors
Massachusetts
$616K +$349K +1,118 +121%
VCA
900
Verdence Capital Advisors
Maryland
$611K -$138K -442 -17%
34 35
36
37 38