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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
151
KeyBank National Association
Ohio
$2.32M -$122K -2,331 -5%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$2.31M +$786K +15,000 +53%
CWP
153
CFM Wealth Partners
Texas
$2.29M +$260K +4,955 +13%
Fayez Sarofim & Co
154
Fayez Sarofim & Co
Texas
$2.29M +$1.15M +21,961 +106%
Susquehanna International Group
155
Susquehanna International Group
Pennsylvania
$2.28M -$1.54M -29,438 -41%
ZIG
156
Zurich Insurance Group
Switzerland
$2.27M +$2.22M +42,400 New
BG
157
Bahl & Gaynor
Ohio
$2.23M +$65.5K +1,250 +3%
PIWA
158
Prevail Innovative Wealth Advisors
Kansas
$2.17M +$1.85M +35,367 +686%
BC
159
Barnett & Company
Tennessee
$2.15M -$162K -3,100 -7%
GP
160
Geneva Partners
Wisconsin
$2.14M
DWP
161
Daymark Wealth Partners
Ohio
$2.14M +$119K +2,280 +6%
CG
162
Caprock Group
Idaho
$2.11M -$95.5K -1,823 -4%
FCM
163
Fourpath Capital Management
Oklahoma
$2.09M
SWP
164
Stratos Wealth Partners
Ohio
$2.03M -$650K -12,400 -25%
PI
165
PFG Investments
New York
$2.02M -$37K -707 -2%
EFMC
166
Empire Financial Management Company
New York
$1.94M
VIM
167
VELA Investment Management
Ohio
$1.93M +$201K +3,844 +12%
LC
168
Lindbrook Capital
California
$1.92M -$727K -13,877 -28%
PHS
169
Pekin Hardy Strauss
Illinois
$1.9M +$52.4K +1,000 +3%
OWP
170
Obermeyer Wealth Partners
Colorado
$1.88M +$287K +5,476 +18%
BCM
171
Brookstone Capital Management
Illinois
$1.86M +$609K +11,633 +50%
AWM
172
Apollon Wealth Management
South Carolina
$1.82M +$93.3K +1,781 +6%
Lido Advisors
173
Lido Advisors
California
$1.81M +$11K +210 +0.6%
AIA
174
AssuredPartners Investment Advisors
Florida
$1.8M +$91.4K +1,745 +5%
William Blair & Company
175
William Blair & Company
Illinois
$1.79M +$784K +14,967 +81%