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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
151
Samalin Investment Counsel
New York
$2.69M -$82.6K -1,626 -3%
NRCM
152
Northern Right Capital Management
Connecticut
$2.64M
MMC
153
Mizuho Markets Cayman
Cayman Islands
$2.62M +$2.59M +50,868 New
PMG
154
Private Management Group
California
$2.58M +$2.54M +50,000 New
SAM
155
Silvercrest Asset Management
New York
$2.55M +$111K +2,187 +5%
MOACM
156
Mutual of America Capital Management
New York
$2.49M -$157K -3,090 -6%
IAA
157
Independent Advisor Alliance
North Carolina
$2.46M -$923K -18,162 -28%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$2.28M +$48K +945 +2%
CWP
159
CFM Wealth Partners
Texas
$2.21M
Fayez Sarofim & Co
160
Fayez Sarofim & Co
Texas
$2.2M
ASN
161
Advisory Services Network
Georgia
$2.19M +$461K +9,064 +28%
BG
162
Bahl & Gaynor
Ohio
$2.19M +$38.1K +750 +2%
ZIG
163
Zurich Insurance Group
Switzerland
$2.18M
DA
164
Doliver Advisors
Texas
$2.14M -$142K -2,800 -6%
KeyBank National Association
165
KeyBank National Association
Ohio
$2.09M -$140K -2,763 -6%
GP
166
Geneva Partners
Wisconsin
$2.06M
BC
167
Barnett & Company
Tennessee
$2.05M -$12.2K -240 -0.6%
DWP
168
Daymark Wealth Partners
Ohio
$2.05M -$12.4K -244 -0.6%
PI
169
PFG Investments
New York
$2.03M +$86.5K +1,703 +5%
Corient Private Wealth
170
Corient Private Wealth
Florida
$2.01M +$398K +7,828 +25%
FCM
171
Fourpath Capital Management
Oklahoma
$2.01M
CRC
172
Curi RMB Capital
Illinois
$2M +$1.58M +31,094 +401%
SWP
173
Stratos Wealth Partners
Ohio
$1.98M +$21.8K +428 +1%
CMF
174
Counterpoint Mutual Funds
California
$1.89M +$639K +12,574 +52%
VIM
175
VELA Investment Management
Ohio
$1.89M +$28.7K +565 +2%