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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Next Financial Group
Texas
$1.04M +$467K +8,696 +94%
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$1.04M -$15.3K -285 -2%
WSC
403
Wellington Shields & Co
New York
$1.03M
IWP
404
Icon Wealth Partners
Texas
$1.03M
CAM
405
Centre Asset Management
New York
$1.03M
VAS
406
Vestmark Advisory Solutions
Massachusetts
$1.01M +$19.6K +365 +2%
EI
407
Ethic Inc
New York
$1.01M -$249K -4,637 -21%
S
408
Seeyond
France
$999K +$690K +12,830 +291%
BWM
409
Buckley Wealth Management
Nevada
$994K -$47.3K -880 -5%
Federated Hermes
410
Federated Hermes
Pennsylvania
$994K +$373K +6,948 +68%
LFF
411
Level Four Financial
Texas
$985K +$8.71K +162 +1%
DC
412
Davenport & Co
Virginia
$983K +$341K +6,351 +60%
MML Investors Services
413
MML Investors Services
Massachusetts
$981K +$4.68K +87 +0.5%
FC
414
FORA Capital
Florida
$969K +$337K +6,277 +60%
WS
415
Wedbush Securities
California
$949K -$4.78K -89 -0.5%
OPA
416
Old Port Advisors
Maine
$944K -$84.3K -1,568 -9%
VC
417
Veracity Capital
Georgia
$932K +$84.8K +1,578 +11%
RJT
418
Raymond James Trust
Florida
$909K -$4.03K -75 -0.5%
DCM
419
Dupont Capital Management
Delaware
$908K +$417K +7,757 +98%
FAM
420
Fred Alger Management
New York
$905K
RFC
421
Regions Financial Corp
Alabama
$899K -$58.2K -1,082 -7%
MMG
422
Monetary Management Group
Missouri
$894K +$26.9K +500 +3%
BMC
423
Benin Management Corp
Connecticut
$889K
IWM
424
IHT Wealth Management
Illinois
$888K -$245K -4,561 -23%
CTA
425
Chesley Taft & Associates
Illinois
$881K +$6.72K +125 +0.8%