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Name Holding Trade Value Shares
Change
Change in
Stake
CK
651
Cohen Klingenstein
New York
$3.21M
PT
652
Plimoth Trust
Massachusetts
$3.2M -$100K -4,048 -3%
SAM
653
Smartleaf Asset Management
Massachusetts
$3.17M
PWM
654
Perigon Wealth Management
California
$3.17M +$39.2K +1,581 +1%
WCM
655
Windward Capital Management
California
$3.17M +$55.2K +2,223 +1%
ACA
656
Atlas Capital Advisors
Wyoming
$3.17M +$1.15M +46,361 +43%
MFG
657
Mosaic Financial Group
Illinois
$3.17M +$592K +23,838 +18%
PTB
658
Pioneer Trust Bank
Oregon
$3.15M +$157K +6,338 +4%
TE
659
Tema ETFs
New York
$3.14M +$363K +14,645 +11%
BS
660
Banco Santander
Spain
$3.14M +$3.1M +124,962 +468%
EPW
661
Evergreen Private Wealth
Colorado
$3.13M +$46.9K +1,890 +1%
SG
662
StoneX Group
New York
$3.13M +$58.9K +2,375 +2%
SAI
663
Savvy Advisors Inc
New York
$3.13M -$61.9K -2,493 -2%
CAM
664
Cresset Asset Management
Illinois
$3.12M -$214K -8,623 -5%
PCA
665
Providence Capital Advisors
North Carolina
$3.11M -$5.93K -239 -0.2%
WA
666
Wasatch Advisors
Utah
$3.1M +$479K +19,281 +15%
TG
667
TCW Group
California
$3.1M +$47.1K +1,898 +1%
FSA
668
Fort Sheridan Advisors
Illinois
$3.1M -$34.7K -1,398 -0.9%
OIA
669
OneDigital Investment Advisors
Kansas
$3.09M -$49.5K -1,994 -1%
AA
670
Aire Advisors
California
$3.09M +$5.56K +224 +0.2%
CSA
671
Cornerstone Select Advisors
Missouri
$3.02M +$330K +13,300 +10%
AOWM
672
Alpha Omega Wealth Management
Virginia
$3.02M -$159K -6,423 -4%
FM
673
Foster & Motley
Ohio
$2.99M -$89.9K -3,621 -2%
OFA
674
Orographic Financial Advisors
Colorado
$2.97M +$87.3K +3,517 +3%
DFG
675
Dupree Financial Group
Kentucky
$2.97M +$18K +726 +0.5%