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Name Holding Trade Value Shares
Change
Change in
Stake
HW
251
Hancock Whitney
Mississippi
$1.09M +$70.3K +3,608 +8%
Capital International Investors
252
Capital International Investors
California
$1.09M +$229K +11,759 +30%
BAM
253
Blueshift Asset Management
New Jersey
$1.07M -$1.69M -86,977 -63%
CAM
254
Cresset Asset Management
Illinois
$1.06M -$4.09M -210,163 -81%
AWA
255
Aaron Wealth Advisors
Illinois
$1.06M +$164K +8,423 +20%
ARG
256
Advisory Resource Group
Oklahoma
$1.06M -$80.8K -4,148 -8%
GT
257
Glenmede Trust
Pennsylvania
$1.05M -$94K -4,826 -9%
KPWS
258
Kestra Private Wealth Services
Texas
$1.04M +$958K +49,190 New
EWA
259
EP Wealth Advisors
California
$1.03M +$53.5K +2,748 +6%
CII
260
Capital International Inc
California
$1.03M +$268K +13,772 +39%
HFO
261
Heritage Family Offices
Arizona
$1.03M +$116K +5,980 +14%
GC
262
Guggenheim Capital
Illinois
$1.03M -$100K -5,155 -10%
CC
263
Callan Capital
California
$1.02M +$71.8K +3,684 +8%
NA
264
NewEdge Advisors
Louisiana
$1.02M +$200K +10,277 +27%
LSAG
265
Lake Street Advisors Group
New Hampshire
$1M +$128K +6,554 +16%
ECM
266
Evergreen Capital Management
Washington
$997K +$97.9K +5,027 +12%
GCIA
267
Gabelli & Co Investment Advisers
New York
$964K -$877 -45 -0.1%
Allspring Global Investments
268
Allspring Global Investments
North Carolina
$961K +$111K +5,716 +15%
SIA
269
Schechter Investment Advisors
Michigan
$955K -$21.8K -1,118 -2%
OCM
270
Ovata Capital Management
Hong Kong
$949K -$247K -12,685 -22%
WKSWA
271
White Knight Strategic Wealth Advisors
New Jersey
$948K +$873K +44,820 New
HC
272
Henshaw Capital
Massachusetts
$945K
LFA
273
Legacy Financial Advisors
Kentucky
$941K +$266K +13,669 +44%
JIC
274
Johnson Investment Counsel
Ohio
$915K -$175 -9 -0%
CIM
275
Confluence Investment Management
Missouri
$913K +$2.44K +125 +0.3%