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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EF
776
Empowered Funds
Pennsylvania
$2.52M +$140K +326 +6%
ATC
777
Argent Trust Co
Tennessee
$2.52M +$39K +91 +2%
DIM
778
Delta Investment Management
California
$2.5M +$858 +2 +0%
AIC
779
Argus Investors Counsel
New York
$2.5M +$256K +597 +12%
IB
780
Intrust Bank
Kansas
$2.47M -$96.5K -225 -4%
HWM
781
HB Wealth Management
Georgia
$2.44M +$465K +1,083 +25%
CWP
782
Cyndeo Wealth Partners
Florida
$2.44M +$495K +1,154 +27%
CF
783
Centaurus Financial
California
$2.42M -$562K -1,310 -19%
SCTC
784
Sanibel Captiva Trust Company
Florida
$2.42M +$21K +49 +0.9%
GH
785
GAM Holding
Switzerland
$2.41M -$411K -959 -15%
PIM
786
Plato Investment Management
Australia
$2.41M +$488K +1,137 +27%
CK
787
Cohen Klingenstein
New York
$2.41M
Dodge & Cox
788
Dodge & Cox
California
$2.41M
WIM
789
WealthPlan Investment Management
Nebraska
$2.39M +$74.2K +173 +3%
DEA
790
DoubleLine ETF Adviser
Florida
$2.39M -$103K -239 -4%
WR
791
WD Rutherford
Oregon
$2.38M +$115K +269 +5%
MG
792
Mather Group
Illinois
$2.38M +$18.4K +43 +0.8%
SW
793
Solidarity Wealth
Utah
$2.38M -$644K -1,500 -22%
RCA
794
Resonant Capital Advisors
Wisconsin
$2.36M +$163K +380 +8%
MAS
795
Meeder Advisory Services
Ohio
$2.35M +$536K +1,249 +31%
FRA
796
Frank Rimerman Advisors
California
$2.34M +$2.25M +5,240 +40,308%
CAM
797
Cypress Asset Management
Texas
$2.34M -$12.9K -30 -0.6%
RWP
798
Ridgecrest Wealth Partners
California
$2.29M -$1.29K -3 -0.1%
A
799
AlphaQuest
New York
$2.27M -$23.2K -54 -1%
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$2.27M +$603K +1,405 +38%