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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
626
Westwood Holdings Group
Texas
$4.76M -$154K -5,764 -3%
MAS
627
Meeder Advisory Services
Ohio
$4.75M +$463K +17,343 +12%
IB
628
Intrust Bank
Kansas
$4.73M +$425K +15,906 +11%
NB
629
Nicolet Bankshares
Wisconsin
$4.71M +$4.36M +163,133 New
RWP
630
RWA Wealth Partners
Massachusetts
$4.71M +$335K +12,549 +8%
CA
631
Callahan Advisors
Texas
$4.66M -$685K -25,628 -14%
BA
632
Bridgewater Associates
Connecticut
$4.65M +$4.28M +160,363 New
CAM
633
Cresset Asset Management
Illinois
$4.62M +$318K +11,895 +8%
SQA
634
Simon Quick Advisors
New Jersey
$4.61M +$368K +13,794 +10%
AAS
635
Annex Advisory Services
Wisconsin
$4.6M -$22.7K -851 -0.5%
PT
636
Plimoth Trust
Massachusetts
$4.6M -$83.6K -3,129 -2%
PWAC
637
Private Wealth Advisors (California)
California
$4.59M -$12.1K -453 -0.3%
LWL
638
Leo Wealth LLC
Texas
$4.57M +$522K +19,547 +14%
SSWM
639
Smith Salley Wealth Management
North Carolina
$4.54M +$279K +10,451 +7%
IAIM
640
International Assets Investment Management
Florida
$4.54M -$191K -7,168 -1%
PAM
641
Panagora Asset Management
Massachusetts
$4.51M
CK
642
Cohen Klingenstein
New York
$4.49M
DT
643
Diversified Trust
Tennessee
$4.47M -$1.17M -43,694 -22%
EM
644
Excalibur Management
Massachusetts
$4.46M -$3.53K -132 -0.1%
CCIA
645
Cherry Creek Investment Advisors
Colorado
$4.46M +$191K +7,137 +5%
SPC
646
Sigma Planning Corp
Michigan
$4.45M -$86.8K -3,249 -2%
SAI
647
Savvy Advisors Inc
New York
$4.45M +$218K +8,145 +6%
FRA
648
Frank Rimerman Advisors
California
$4.42M -$13.3K -499 -0.3%
ACM
649
Argyle Capital Management
Pennsylvania
$4.42M -$34.8K -1,304 -0.8%
FTWA
650
Fifth Third Wealth Advisors
Ohio
$4.41M +$464K +17,353 +13%