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Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
701
CI Investments Inc
Ontario, Canada
$1.75M +$48.6K +443 +2%
FP
702
Financial Perspectives
Minnesota
$1.73M – – –
RIA
703
Regal Investment Advisors
Michigan
$1.73M +$153K +1,394 +8%
FWCM
704
Ferguson Wellman Capital Management
Oregon
$1.73M -$4.28K -39 -0.2%
CHP
705
Cable Hill Partners
Oregon
$1.73M +$8.99K +82 +0.4%
LG
706
LaFleur & Godfrey
Michigan
$1.73M -$538K -4,909 -21%
WANY
707
Wealthspire Advisors (New York)
New York
$1.72M -$61.6K -562 -3%
HHAA
708
Henry H. Armstrong Associates
Pennsylvania
$1.71M +$4.61K +42 +0.2%
BCM
709
Birch Capital Management
Texas
$1.71M -$469K -4,275 -19%
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$1.7M -$3.84M -34,974 -65%
Kovitz Investment Group Partners
711
Kovitz Investment Group Partners
Illinois
$1.7M -$134K -1,223 -6%
HWAM
712
Hennion & Walsh Asset Management
New Jersey
$1.69M +$220K +2,009 +12%
VNA
713
Valley National Advisers
Pennsylvania
$1.69M -$100K -916 -5%
RI
714
Ridgewood Investments
New Jersey
$1.69M +$149K +1,355 +8%
BFO
715
Boston Family Office
Massachusetts
$1.69M -$354K -3,230 -15%
RPC
716
Rossmore Private Capital
Connecticut
$1.68M -$4.17K -38 -0.2%
AWS
717
Arkfeld Wealth Strategies
Nebraska
$1.67M +$1.41M +12,855 +273%
DT
718
Diversified Trust
Tennessee
$1.67M -$808K -7,365 -29%
CCMD
719
Cypress Capital Management (Delaware)
Delaware
$1.66M -$590K -5,380 -23%
DIA
720
Dana Investment Advisors
Wisconsin
$1.66M -$394K -3,596 -17%
BA
721
Ballast Advisors
Minnesota
$1.66M -$317K -2,890 -14%
CIC
722
Cornercap Investment Counsel
Georgia
$1.65M -$169K -1,541 -8%
CANY
723
Caxton Associates (New York)
New York
$1.65M -$1.28M -11,702 -40%
TF
724
Threadgill Financial
Texas
$1.65M +$1.96M +17,835 New
PBT
725
Pictet Bank & Trust
Bahamas
$1.65M – – –