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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
451
Monte Financial Group
Connecticut
$4.08M +$351K +3,202 +8%
AWS
452
Atria Wealth Solutions
New York
$4.07M -$499K -4,552 -9%
BTI
453
Blue Trust Inc
Georgia
$4.02M -$17K -155 -0.4%
BL
454
BCWM LLC
Kansas
$3.98M +$35.1K +320 +0.7%
CA
455
Cetera Advisors
Colorado
$3.98M -$3.13M -28,570 -40%
SPC
456
Sigma Planning Corp
Michigan
$3.95M -$216K -1,971 -4%
IIC
457
Ironwood Investment Counsel
Arizona
$3.95M +$297K +2,704 +7%
SW
458
SVB Wealth
Massachusetts
$3.93M -$547K -4,984 -10%
UWM
459
USAdvisors Wealth Management
Minnesota
$3.92M -$93.8K -855 -2%
LSERS
460
Louisiana State Employees Retirement System
Louisiana
$3.91M -$78.8K -718 -2%
AIM
461
Allen Investment Management
New York
$3.89M – – –
FTA
462
Financial & Tax Architects
Missouri
$3.88M +$624K +5,686 +16%
CCMINC
463
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.87M -$83.5K -761 -2%
SIA
464
Soltis Investment Advisors
Utah
$3.83M +$1.46M +13,308 +47%
BBI
465
Baxter Bros Inc
Connecticut
$3.83M +$1.56M +14,243 +52%
SFWA
466
Summit Financial Wealth Advisors
Louisiana
$3.81M -$3.54M -32,259 -46%
TCM
467
Teza Capital Management
Illinois
$3.8M +$4.51M +41,114 New
IFAM
468
Institutional & Family Asset Management
Colorado
$3.79M +$983K +8,963 +28%
GIM
469
Grassi Investment Management
California
$3.77M – – –
HIMC
470
Heritage Investors Management Corp
Maryland
$3.75M -$201K -1,829 -4%
VV
471
Verity & Verity
South Carolina
$3.75M -$2.84M -25,849 -39%
SWP
472
Stratos Wealth Partners
Ohio
$3.75M +$242K +2,210 +6%
ACP
473
Ashfield Capital Partners
California
$3.73M -$385K -3,514 -8%
Lido Advisors
474
Lido Advisors
California
$3.72M +$2.17M +19,816 +97%
CB
475
Cadence Bank
Mississippi
$3.71M +$510K +4,645 +13%