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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
676
Dakota Wealth Management
Florida
$1.3M +$25.6K +582 +2%
LFA
677
Legacy Financial Advisors
Kentucky
$1.3M +$213K +4,833 +18%
EWA
678
EP Wealth Advisors
California
$1.28M -$17.1M -388,260 -93%
KCM
679
Kornitzer Capital Management
Kansas
$1.28M -$668K -15,190 -33%
ECM
680
Evergreen Capital Management
Washington
$1.27M -$4.39M -99,779 -77%
CPCM
681
Cardinal Point Capital Management
Ontario, Canada
$1.27M -$458K -10,410 -25%
KRSITF
682
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.26M +$9.15K +208 +0.7%
MPPW
683
Mitchell & Pahl Private Wealth
Oklahoma
$1.26M +$99.4K +2,259 +8%
WB
684
WesBanco Bank
West Virginia
$1.25M -$723K -16,433 -35%
PL
685
Parthenon LLC
Kentucky
$1.24M +$90K +2,046 +7%
PWM
686
Palumbo Wealth Management
New York
$1.24M -$1.03M -23,461 -44%
AA
687
ALPS Advisors
Colorado
$1.24M +$1.32M +30,104 New
TCOT
688
Trust Company of Toledo
Ohio
$1.23M -$334K -7,584 -20%
PT
689
Plimoth Trust
Massachusetts
$1.23M -$43.4K -986 -3%
CCM
690
Cohen Capital Management
California
$1.22M +$220K +5,000 +20%
AIP
691
Ameritas Investment Partners
Nebraska
$1.22M -$18.7K -424 -1%
GI
692
GAMMA Investing
California
$1.21M +$166K +3,768 +15%
SN
693
Sittner & Nelson
Oregon
$1.21M +$26.6K +604 +2%
Kayne Anderson Rudnick Investment Management
694
Kayne Anderson Rudnick Investment Management
California
$1.21M -$8.67K -197 -0.7%
TVPW
695
Third View Private Wealth
Connecticut
$1.21M -$19.6K -445 -1%
MCC
696
Money Concepts Capital
Florida
$1.2M -$159K -3,617 -11%
SP
697
Saranac Partners
$1.2M +$879K +19,986 +215%
CA
698
CWC Advisors
Oregon
$1.2M -$56.3K -1,281 -4%
CSP
699
Cary Street Partners
Virginia
$1.2M +$146K +3,309 +13%
MAG
700
Meadowbrook Advisors Group
New Jersey
$1.19M +$988K +22,455 +341%