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Name Holding Trade Value Shares
Change
Change in
Stake
QT
1051
Quantbot Technologies
New York
$6M +$2.53M +5,526 +80%
CPIG
1052
Chicago Partners Investment Group
Illinois
$5.99M -$1.69M -3,703 -22%
DWM
1053
Dakota Wealth Management
Florida
$5.99M -$66.7K -146 -1%
FMWA
1054
Forvis Mazars Wealth Advisors
Missouri
$5.97M +$342K +748 +6%
AWM
1055
Avitas Wealth Management
California
$5.96M -$29.3K -64 -0.5%
LFAS
1056
Level Four Advisory Services
Texas
$5.94M +$331K +723 +5%
CAM
1057
Clark Asset Management
New Hampshire
$5.93M -$5.49K -12 -0.1%
CCM
1058
Chickasaw Capital Management
Tennessee
$5.91M +$52.1K +114 +0.9%
CWP
1059
CFM Wealth Partners
Texas
$5.9M +$328K +717 +6%
AIIMS
1060
Analyst IMS Investment Management Services
Israel
$5.88M +$15.5K +34 +0.3%
OAM
1061
Ostrum Asset Management
France
$5.86M -$524K -1,147 -9%
WWA
1062
WCG Wealth Advisors
Nevada
$5.82M -$2.33M -5,091 -30%
PFPT
1063
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.77M -$281K -614 -5%
FHB
1064
First Hawaiian Bank
Hawaii
$5.76M -$165K -362 -3%
OIA
1065
OneDigital Investment Advisors
Kansas
$5.73M -$561K -1,228 -9%
DCM
1066
Decatur Capital Management
Georgia
$5.72M -$55.3K -121 -1%
MAS
1067
Meeder Advisory Services
Ohio
$5.72M +$277K +607 +5%
CICC
1068
Capital Investment Counsel (Colorado)
Colorado
$5.71M +$2.19M +4,795 +68%
GFA
1069
Gifford Fong Associates
California
$5.7M -$3.92M -8,580 -42%
IWA
1070
Icon Wealth Advisors
Texas
$5.68M +$641K +1,402 +14%
SIA
1071
Soltis Investment Advisors
Utah
$5.67M +$459K +1,004 +9%
SGA
1072
Strategic Global Advisors
California
$5.64M -$149K -326 -3%
CB
1073
Cadence Bank
Mississippi
$5.64M +$227K +497 +4%
CPBTD
1074
Central Pacific Bank - Trust Division
Hawaii
$5.62M +$5.37M +11,741 New
TFS
1075
Thoroughbred Financial Services
Tennessee
$5.61M -$795K -1,738 -13%