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Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
776
Geneos Wealth Management
Colorado
$3.63M +$826K +7,063 +27%
1SB
777
1ST Source Bank
Indiana
$3.61M -$72.2K -617 -2%
CWG
778
Cornerstone Wealth Group
North Carolina
$3.61M +$1.52M +12,996 +66%
Venture Visionary Partners
779
Venture Visionary Partners
Ohio
$3.6M -$744K -6,363 -16%
PWG
780
Portside Wealth Group
Utah
$3.6M +$3.81M +32,573 New
Park Avenue Securities
781
Park Avenue Securities
New York
$3.59M +$303K +2,591 +9%
AGA
782
Accuvest Global Advisors
Utah
$3.59M +$378K +3,231 +11%
CK
783
Cohen Klingenstein
New York
$3.59M – – –
SW
784
Solidarity Wealth
Utah
$3.58M -$917K -7,845 -20%
DFA
785
Delta Financial Advisors
Louisiana
$3.58M -$33K -282 -0.9%
TSS
786
Thomas Story & Son
Indiana
$3.58M +$1.17K +10 +0%
Aptus Capital Advisors
787
Aptus Capital Advisors
Alabama
$3.56M -$236K -2,021 -6%
SSW
788
Stone Summit Wealth
Florida
$3.54M +$4.68K +40 +0.1%
Employees Retirement System of Texas
789
Employees Retirement System of Texas
Texas
$3.53M +$3.75M +32,024 New
Jefferies Financial Group
790
Jefferies Financial Group
New York
$3.5M -$1.86M -15,880 -33%
AFA
791
Arlington Financial Advisors
California
$3.5M +$98.1K +839 +3%
NIC
792
Northwest Investment Counselors
Oregon
$3.5M +$67.1K +574 +2%
ALAM
793
Asahi Life Asset Management
Japan
$3.46M -$450K -3,845 -11%
PMEF
794
Point72 Middle East FZE
United Arab Emirates
$3.46M -$6.51M -55,641 -64%
EAMA
795
EFG Asset Management (Americas)
Florida
$3.45M -$150K -1,282 -4%
ECI
796
EFG Capital International
Florida
$3.45M +$3.66M +31,253 New
TAM
797
Thematics Asset Management
France
$3.44M +$152K +1,300 +4%
Apollon Wealth Management
798
Apollon Wealth Management
South Carolina
$3.44M +$1.43M +12,211 +65%
CWM
799
Compass Wealth Management
Connecticut
$3.41M +$34.9K +298 +1%
FFBTD
800
First Financial Bank - Trust Division
Ohio
$3.4M -$39.1K -334 -1%