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Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
551
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.07M -$1.21M -9,751 -56%
I
552
InceptionR
California
$1.06M +$10.2K +82 +1%
IFG
553
Independent Financial Group
California
$1.05M -$249K -2,005 -21%
SFC
554
SYM Financial Corp
Indiana
$1.04M -$32.2K -259 -3%
JTWM
555
Jackson Thornton Wealth Management
Alabama
$1.04M +$471K +3,789 +84%
VWM
556
Venturi Wealth Management
Texas
$1.04M +$934K +7,516 New
TWM
557
Thrive Wealth Management
Pennsylvania
$1.03M -$4.85K -39 -0.5%
CBA
558
Coastal Bridge Advisors
Connecticut
$1.02M -$21.1K -170 -2%
SC
559
SummitTX Capital
Texas
$1.01M +$904K +7,275 New
RA
560
RFG Advisory
Alabama
$1.01M +$903K +7,268 New
WHG
561
Westwood Holdings Group
Texas
$992K +$54.8K +441 +7%
FF
562
Friedenthal Financial
New Jersey
$980K +$879K +7,073 New
ACM
563
Aspen Capital Management
Idaho
$973K -$249 -2 -0%
MFS
564
Monetta Financial Services
Illinois
$970K +$870K +7,000 New
EMAM
565
Encompass More Asset Management
California
$968K -$363K -2,918 -29%
CFO
566
Callan Family Office
Pennsylvania
$968K -$46.7K -376 -5%
NYLIM
567
New York Life Investment Management
New York
$966K -$233K -1,873 -21%
EAM
568
Eschler Asset Management
United Kingdom
$949K -$296K -2,380 -26%
SWP
569
ShoreHaven Wealth Partners
New Jersey
$927K -$48.1K -387 -5%
BT
570
Banque Transatlantique
France
$927K +$331K +2,663 +66%
P
571
Pitcairn
Pennsylvania
$924K -$143K -1,151 -15%
WA
572
Waverly Advisors
Alabama
$900K +$276K +2,222 +52%
DWM
573
Destination Wealth Management
California
$894K +$802K +6,451 New
SC
574
Schubert & Co
Texas
$893K +$870 +7 +0.1%
AWM
575
Apollon Wealth Management
South Carolina
$889K +$243K +1,957 +44%