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Name Holding Trade Value Shares
Change
Change in
Stake
BA
226
Bennicas & Associates
California
$912K -$8.91K -200 -0.8%
KFP
227
Keystone Financial Planning
Ohio
$904K +$38.8K +871 +4%
Colony Group
228
Colony Group
Massachusetts
$895K +$297K +6,668 +39%
Kestra Private Wealth Services
229
Kestra Private Wealth Services
Texas
$885K +$48.7K +1,092 +5%
Brookfield Corp
230
Brookfield Corp
Ontario, Canada
$863K +$1.01M +22,688 New
Nicholas Hoffman & Company
231
Nicholas Hoffman & Company
Georgia
$850K -$149K -3,353 -13%
NewEdge Wealth
232
NewEdge Wealth
Pennsylvania
$838K +$107K +2,405 +12%
Jarislowsky, Fraser Ltd
233
Jarislowsky, Fraser Ltd
Quebec, Canada
$834K – – –
RCG
234
Regatta Capital Group
California
$833K +$5.48K +123 +0.7%
WWA
235
WCG Wealth Advisors
Nevada
$830K -$59.6K -1,338 -6%
QI
236
Qtron Investments
Massachusetts
$825K -$334K -7,504 -26%
CA
237
CGN Advisors
Kansas
$817K +$286K +6,418 +43%
Ritholtz Wealth Management
238
Ritholtz Wealth Management
New York
$814K +$130K +2,924 +16%
BFS
239
Bard Financial Services
Connecticut
$804K +$198K +4,450 +27%
CC
240
Courier Capital
New York
$796K -$11.6K -260 -1%
1832 Asset Management
241
1832 Asset Management
Ontario, Canada
$795K -$196K -4,409 -17%
Tocqueville Asset Management
242
Tocqueville Asset Management
New York
$793K – – –
SignatureFD
243
SignatureFD
Georgia
$785K -$138K -3,102 -13%
DIP
244
DT Investment Partners
Pennsylvania
$770K +$89.7K +2,013 +11%
BOK Financial
245
BOK Financial
Oklahoma
$769K +$54.1K +1,215 +6%
DMKJ
246
David M. Knott Jr
$760K +$891K +20,000 New
DWT
247
Dorsey & Whitney Trust
South Dakota
$752K +$109K +2,455 +14%
Advisor Partners II
248
Advisor Partners II
California
$750K +$879K +19,735 New
BS
249
Boenning & Scattergood
Pennsylvania
$736K – – –
4WM
250
44 Wealth Management
Oregon
$727K -$26.2K -587 -3%