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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
426
Chilton Capital Management
Texas
$3.04M -$53.4K -641 -2%
LD
427
Lipe & Dalton
New York
$3.02M -$40.9K -490 -1%
MIF
428
Mediolanum International Funds
Ireland
$3.02M +$390K +4,676 +14%
CAM
429
Cresset Asset Management
Illinois
$2.99M -$1.65M -19,804 -35%
AF
430
Advisornet Financial
Minnesota
$2.98M +$193K +2,314 +7%
GAM
431
Gotham Asset Management
New York
$2.97M -$2.53M -30,322 -45%
AI
432
ArchPoint Investors
Florida
$2.96M
APP
433
Avantax Planning Partners
Iowa
$2.96M +$216K +2,594 +8%
HH
434
Hilltop Holdings
Texas
$2.95M +$10.5K +126 +0.3%
AWCI
435
Alpine Woods Capital Investors
New York
$2.94M -$126K -1,512 -4%
LG
436
LaFleur & Godfrey
Michigan
$2.93M -$461K -5,530 -13%
RWP
437
RWA Wealth Partners
Massachusetts
$2.92M -$97.6K -1,171 -3%
KWM
438
Kingsview Wealth Management
Oregon
$2.9M -$41.7K -500 -1%
TPWM
439
Twelve Points Wealth Management
Massachusetts
$2.9M +$455K +5,452 +18%
IIM
440
Intact Investment Management
Quebec, Canada
$2.89M +$2.89M +34,700 +4,957%
PIM
441
Penobscot Investment Management
Massachusetts
$2.89M -$37.5K -450 -1%
CST
442
Charles Schwab Trust
Nevada
$2.88M
GSCM
443
Greenfield Seitz Capital Management
Texas
$2.88M +$1.66M +19,897 +130%
Baird Financial Group
444
Baird Financial Group
Wisconsin
$2.88M -$5.13M -61,492 -64%
TPA
445
Trivium Point Advisory
Connecticut
$2.85M +$2.91M +34,955 New
AI
446
Atria Investments
North Carolina
$2.85M +$428K +5,133 +17%
BRCM
447
Bright Rock Capital Management
Massachusetts
$2.84M
JSSH
448
J. Safra Sarasin Holding
$2.81M +$270K +3,244 +10%
FLPIM
449
F.L. Putnam Investment Management
Massachusetts
$2.8M -$256K -3,075 -8%
MFG
450
Midwest Financial Group
Kansas
$2.73M -$41K -492 -1%