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Name Holding Trade Value Shares
Change
Change in
Stake
PCTC
801
Perkins Coie Trust Company
Washington
$4.63M -$93.6K -574 -2%
KP
802
Keel Point
Alabama
$4.62M +$37.3K +229 +0.8%
OIA
803
OneDigital Investment Advisors
Kansas
$4.62M -$11M -67,382 -69%
NSEDCP
804
NJ State Employees Deferred Compensation Plan
New Jersey
$4.61M – – –
CAM
805
Cypress Asset Management
Texas
$4.57M -$236K -1,446 -5%
VA
806
VestGen Advisors
Illinois
$4.55M +$4.83M +29,612 New
IAG
807
Investmark Advisory Group
Connecticut
$4.54M -$15.2K -93 -0.3%
FM
808
Foster & Motley
Ohio
$4.52M +$1.69M +10,348 +54%
PAS
809
Park Avenue Securities
New York
$4.51M +$209K +1,281 +5%
TB
810
Terril Brothers
Missouri
$4.5M – – –
CCG
811
Chatham Capital Group
Georgia
$4.48M +$318K +1,950 +7%
WI
812
Wahed Invest
New York
$4.47M +$175K +1,073 +4%
AWM
813
Axxcess Wealth Management
California
$4.47M -$753K -4,620 -14%
VWMG
814
Virginia Wealth Management Group
Virginia
$4.43M -$138K -845 -3%
BCFS
815
Butensky & Cohen Financial Security
Florida
$4.42M +$12.4K +76 +0.3%
RCA
816
Resonant Capital Advisors
Wisconsin
$4.4M +$138K +848 +3%
PVI
817
Pine Valley Investments
New Jersey
$4.34M -$19.4K -119 -0.4%
SFS
818
Stiles Financial Services
Minnesota
$4.34M +$165K +1,014 +4%
ACM
819
Alpha Capital Management
Texas
$4.31M +$202K +1,242 +5%
JG
820
Jain Global
New York
$4.31M +$4.57M +28,052 New
HCM
821
Hudson Capital Management
New Jersey
$4.3M +$190K +1,164 +4%
BAM
822
Belpointe Asset Management
Nevada
$4.3M +$886K +5,436 +24%
RB
823
Rodgers Brothers
Pennsylvania
$4.3M – – –
WAM
824
Wolverine Asset Management
Illinois
$4.29M -$313K -1,920 -6%
IAS
825
IMA Advisory Services
Colorado
$4.28M -$81K -497 -2%