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Name Holding Trade Value Shares
Change
Change in
Stake
UWS
426
Unique Wealth Strategies
Illinois
$759K +$759K +10,780 New
LA
427
LVW Advisors
New York
$759K -$25.1K -356 -3%
WF
428
WinCap Financial
Massachusetts
$756K +$24.4K +346 +3%
AM
429
AGF Management
Ontario, Canada
$746K +$746K +10,596 New
AUB
430
Atlantic Union Bankshares
Virginia
$732K -$7.04K -100 -1%
KWA
431
Kingswood Wealth Advisors
California
$732K +$23.7K +337 +3%
FCBT
432
First Citizens Bank & Trust
North Carolina
$729K -$202K -2,864 -22%
CP
433
CenterBook Partners
Connecticut
$729K -$1.09M -15,483 -60%
WA
434
Waverly Advisors
Alabama
$716K -$56.7K -806 -7%
IIC
435
Integrated Investment Consultants
Michigan
$714K -$44.8K -637 -6%
NAS
436
Nicolet Advisory Services
Wisconsin
$711K -$201K -2,857 -22%
MSRPS
437
Maryland State Retirement & Pension System
Maryland
$709K
TCPW
438
Twin City Private Wealth
North Carolina
$709K +$709K +10,069 New
SAM
439
Securian Asset Management
Minnesota
$708K -$64.3K -914 -8%
Mackenzie Financial
440
Mackenzie Financial
Ontario, Canada
$707K -$5.69M -80,915 -89%
XWM
441
Xcel Wealth Management
Florida
$705K
NAM
442
NorthCrest Asset Manangement
Minnesota
$705K +$78.2K +1,111 +12%
Allspring Global Investments
443
Allspring Global Investments
North Carolina
$703K -$19.4K -276 -3%
VT
444
Vise Technologies
New York
$689K -$12.1K -172 -2%
KNW
445
Kesler Norman & Wride
Utah
$686K +$417K +5,918 +167%
JIC
446
Johnson Investment Counsel
Ohio
$685K -$24.7K -351 -3%
TBNY
447
Trustco Bank (New York)
New York
$678K -$7.04K -100 -1%
HIM
448
Hillsdale Investment Management
Ontario, Canada
$676K -$28.2K -400 -4%
HAG
449
HF Advisory Group
Maryland
$675K +$675K +9,586 New
BAM
450
Belpointe Asset Management
Nevada
$671K -$12.8K -182 -2%