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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
626
OneDigital Investment Advisors
Kansas
$5.69M -$60.4K -122 -1%
PAS
627
Park Avenue Securities
New York
$5.64M -$585K -1,182 -10%
IMCOOI
628
Investment Management Corp of Ontario (IMCO)
Canada
$5.51M +$1.73M +3,500 +49%
PIM
629
Provident Investment Management
Michigan
$5.51M -$12.4K -25 -0.2%
CICC
630
Capital Investment Counsel (Colorado)
Colorado
$5.46M +$86.1K +174 +2%
RWM
631
RBA Wealth Management
California
$5.46M +$65.8K +133 +1%
PCM
632
Palisade Capital Management
New Jersey
$5.45M -$23.3K -47 -0.4%
EF
633
Empirical Finance
Pennsylvania
$5.38M +$130K +263 +3%
P
634
Pitcairn
Pennsylvania
$5.38M -$431K -870 -8%
SI
635
Stephens Inc
Arkansas
$5.37M +$202K +409 +4%
LGWM
636
Litman Gregory Wealth Management
California
$5.37M -$63.3K -128 -1%
BOSSRA
637
B.O.S.S. Retirement Advisors
Utah
$5.37M +$724K +1,462 +16%
FTDI
638
First Trust Direct Indexing
Massachusetts
$5.34M +$460K +929 +10%
AWS
639
Atria Wealth Solutions
New York
$5.3M -$233K -471 -4%
RIM
640
Reliant Investment Management
Tennessee
$5.29M +$178K +360 +4%
RJT
641
Raymond James Trust
Florida
$5.29M +$326K +659 +7%
SF
642
Synovus Financial
Georgia
$5.28M -$66.8K -135 -1%
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$5.24M -$19.3K -39 -0.4%
KM
644
KP Management
Minnesota
$5.17M – – –
CCFCSB
645
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$210K -425 -4%
LF
646
Longbow Finance
Switzerland
$5.13M – – –
IAA
647
Independent Advisor Alliance
North Carolina
$5.13M -$256K -518 -5%
CCG
648
Cloverfields Capital Group
Minnesota
$5.1M -$456K -921 -9%
CIP
649
Chartwell Investment Partners
Pennsylvania
$5.03M -$178K -360 -4%
BIM
650
Baldwin Investment Management
Pennsylvania
$4.96M +$15.3K +31 +0.3%