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Name Holding Trade Value Shares
Change
Change in
Stake
KFP
251
Keystone Financial Planning
Ohio
$1.24M
PMAM
252
Penn Mutual Asset Management
Pennsylvania
$1.23M
DWT
253
Dorsey & Whitney Trust
South Dakota
$1.23M +$25.2K +473 +2%
LCM
254
Leisure Capital Management
California
$1.22M +$4.69K +88 +0.4%
AAS
255
Avantax Advisory Services
Texas
$1.21M -$526K -9,858 -30%
Kayne Anderson Rudnick Investment Management
256
Kayne Anderson Rudnick Investment Management
California
$1.19M -$190K -3,561 -14%
WA
257
Wealth Alliance
New York
$1.16M +$17.5K +328 +2%
NW
258
NewEdge Wealth
Pennsylvania
$1.15M +$3.09K +58 +0.3%
Manulife (Manufacturers Life Insurance)
259
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M +$1.13M +21,174 New
SFA
260
Sequoia Financial Advisors
Ohio
$1.13M -$8.96K -168 -0.8%
BRWA
261
B. Riley Wealth Advisors
Florida
$1.12M +$227K +4,257 +26%
BCM
262
BTC Capital Management
Iowa
$1.12M +$59.1K +1,109 +6%
VAS
263
Vestmark Advisory Solutions
Massachusetts
$1.12M -$1.73M -32,424 -61%
MFG
264
MidWestOne Financial Group
Iowa
$1.11M +$12.3K +231 +1%
KeyBank National Association
265
KeyBank National Association
Ohio
$1.1M -$4.37K -82 -0.4%
CWP
266
Capital Wealth Planning
Florida
$1.08M +$529K +9,920 +97%
PCM
267
Penserra Capital Management
California
$1.08M +$529K +9,920 +97%
CI
268
Clal Insurance
Israel
$1.07M
NS
269
NBC Securities
Alabama
$1.05M +$1.05M +19,602 New
PBK
270
Peoples Bank (Kansas)
Kansas
$1.05M +$1.04M +19,492 New
Neuberger Berman Group
271
Neuberger Berman Group
New York
$1.04M +$3.47K +65 +0.3%
FA
272
FDx Advisors
Illinois
$1.04M -$234K -4,395 -19%
SCA
273
Snowden Capital Advisors
New York
$1.02M +$140K +2,626 +16%
FIM
274
Freedom Investment Management
Connecticut
$1.01M +$1M +18,828 New
GT
275
Greenleaf Trust
Michigan
$997K +$58.1K +1,090 +6%