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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Clearstead Advisors
Ohio
$7.64M +$261K +3,308 +4%
HLCM
702
Hi-Line Capital Management
South Dakota
$7.63M +$68.7K +871 +1%
AAS
703
Avantax Advisory Services
Texas
$7.63M -$69.6K -883 -0.9%
QI
704
QV Investors
Alberta, Canada
$7.62M
IEFM
705
IQ EQ Fund Management
Ireland
$7.62M +$381K +4,828 +5%
HA
706
Hamel Associates
New Jersey
$7.59M -$30.9K -392 -0.4%
KFP
707
Keystone Financial Planning
Ohio
$7.58M -$39.6K -502 -0.5%
SCP
708
Stamos Capital Partners
California
$7.57M +$118K +1,500 +2%
USCWA
709
U.S. Capital Wealth Advisors
Texas
$7.55M -$2.96M -37,596 -29%
LOPW
710
Live Oak Private Wealth
North Carolina
$7.54M +$115K +1,453 +2%
Vanguard Personalized Indexing Management
711
Vanguard Personalized Indexing Management
California
$7.52M +$2.28M +28,961 +46%
CA
712
Cetera Advisors
Colorado
$7.51M +$287K +3,636 +4%
RRAM
713
River Road Asset Management
Kentucky
$7.5M -$720K -9,133 -9%
IPAM
714
ICICI Prudential Asset Management
India
$7.47M
DT
715
Diversified Trust
Tennessee
$7.43M -$138K -1,746 -2%
SNB
716
Security National Bank
Nebraska
$7.42M +$396K +5,017 +6%
CAM
717
Carret Asset Management
New York
$7.42M +$26K +330 +0.4%
AF
718
Alerus Financial
North Dakota
$7.42M +$1.47M +18,650 +26%
CM
719
Churchill Management
California
$7.42M +$7.13M +90,406 New
TI
720
Tidal Investments
Wisconsin
$7.39M +$346K +4,386 +5%
ACM
721
Adalta Capital Management
New York
$7.38M
KFP
722
KMG Fiduciary Partners
Ohio
$7.37M +$121K +1,533 +2%
WP
723
WealthSource Partners
California
$7.37M +$5.55M +70,398 +363%
RWP
724
RWA Wealth Partners
Massachusetts
$7.36M +$541K +6,867 +8%
PCA
725
Providence Capital Advisors
North Carolina
$7.36M +$678K +8,597 +11%