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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
201
American Financial Group
Ohio
$1.2M
NPT
202
National Philanthropic Trust
Pennsylvania
$1.2M
Bessemer Group
203
Bessemer Group
New Jersey
$1.19M
SMC
204
Smith, Moore & Co
Missouri
$1.16M -$65.1K -1,400 -5%
N
205
Natixis
France
$1.15M -$14.7M -316,200 -93%
RCAG
206
Rehmann Capital Advisory Group
Michigan
$1.14M -$18.1K -390 -2%
ACP
207
Argyle Capital Partners
California
$1.12M +$1.09M +23,362 New
BCM
208
Brookstone Capital Management
Illinois
$1.11M +$133K +2,867 +14%
NA
209
NewEdge Advisors
Louisiana
$1.11M +$34.7K +746 +3%
MMA
210
Mizuho Markets Americas
New York
$1.1M -$861K -18,500 -45%
CMF
211
Counterpoint Mutual Funds
California
$1.1M +$1.06M +22,885 New
IA
212
IFG Advisory
Georgia
$1.07M -$42.3K -909 -4%
EWA
213
Exencial Wealth Advisors
Oklahoma
$1.07M +$140 +3 +0%
Pathstone Holdings
214
Pathstone Holdings
New Jersey
$1.06M +$397K +8,529 +63%
TC
215
Trilogy Capital
California
$1.05M +$4.61K +99 +0.5%
VF
216
Virtu Financial
New York
$1.05M +$1.02M +21,866 New
ASN
217
Advisory Services Network
Georgia
$1.04M +$2.23K +48 +0.2%
BRWA
218
B. Riley Wealth Advisors
Florida
$1.03M +$10.7K +231 +1%
SBIA
219
Sheaff Brock Investment Advisors
Indiana
$1.02M +$71.3K +1,532 +8%
Franklin Resources
220
Franklin Resources
California
$1.02M
CAMG
221
CWA Asset Management Group
Florida
$1.01M +$17.7K +380 +2%
Fayez Sarofim & Co
222
Fayez Sarofim & Co
Texas
$996K
SFC
223
Strategic Financial Concepts
Texas
$978K +$70.6K +1,517 +8%
BBHC
224
Brown Brothers Harriman & Co
New York
$963K +$133K +2,860 +17%
PMAM
225
Penn Mutual Asset Management
Pennsylvania
$956K +$428K +9,200 +85%