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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
1101
Berry Wealth Group
Texas
$4.61M +$4.39M +42,247 New
JAG
1102
Journey Advisory Group
Kentucky
$4.59M -$243K -2,341 -5%
VSQM
1103
V-Square Quantitative Management
Illinois
$4.59M +$1.69M +16,298 +63%
PCMC
1104
Planning Capital Management Corporation
Pennsylvania
$4.59M +$4.37M +42,059 New
CFGS
1105
Concourse Financial Group Securities
Alabama
$4.58M -$44.4K -428 -1%
WSTAM
1106
Wilbanks Smith & Thomas Asset Management
Virginia
$4.58M -$231K -2,222 -5%
Loomis, Sayles & Company
1107
Loomis, Sayles & Company
Massachusetts
$4.58M +$3.44M +33,110 +374%
AG
1108
Ascent Group
Virginia
$4.57M +$43.1K +415 +1%
SCP
1109
Sandhill Capital Partners
New York
$4.57M -$498K -4,796 -10%
DIA
1110
Dean Investment Associates
Ohio
$4.57M -$59.6K -574 -1%
IWA
1111
Icon Wealth Advisors
Texas
$4.55M +$4.33M +41,746 New
ST
1112
Spinnaker Trust
Maine
$4.53M
QI
1113
QV Investors
Alberta, Canada
$4.53M -$120K -1,160 -3%
T
1114
TNF
Montana
$4.52M -$503K -4,850 -12%
TFM
1115
TFC Financial Management
Massachusetts
$4.51M -$17.8K -171 -0.4%
CAM
1116
Cypress Asset Management
Texas
$4.5M -$30.9K -298 -0.7%
RWM
1117
RBA Wealth Management
California
$4.48M +$36.2K +349 +0.9%
BCA
1118
Bray Capital Advisors
Florida
$4.47M +$20.2K +195 +0.5%
BSC
1119
Brown Shipley & Co
United Kingdom
$4.47M +$4.21M +40,595 +10,797%
FTDI
1120
First Trust Direct Indexing
Massachusetts
$4.46M +$667K +6,423 +19%
SAM
1121
Strategy Asset Managers
California
$4.46M -$93.1K -897 -2%
BCM
1122
Beddow Capital Management
Wyoming
$4.46M
BCFS
1123
Butensky & Cohen Financial Security
Florida
$4.46M +$79.3K +764 +2%
BBWA
1124
Bell & Brown Wealth Advisors
California
$4.46M +$4.25M +40,904 New
FHB
1125
First Hawaiian Bank
Hawaii
$4.45M +$126K +1,212 +3%