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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
1076
TCI Wealth Advisors
Arizona
$999K -$39.8K -1,605 -3%
RWPA
1077
Richard W. Paul & Associates
Michigan
$998K +$101K +4,075 +9%
AFG
1078
Allegheny Financial Group
Pennsylvania
$997K +$174 +7 +0%
FGA
1079
Fortis Group Advisors
New Jersey
$996K -$1.92M -77,311 -62%
CCWA
1080
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$991K +$144K +5,805 +14%
HA
1081
Huntleigh Advisors
Missouri
$990K -$16.8K -678 -1%
BHBT
1082
Burke & Herbert Bank & Trust
Virginia
$990K -$6.25K -252 -0.5%
AW
1083
Alteri Wealth
California
$989K -$55.1K -2,219 -4%
FFO
1084
Fortitude Family Office
Arizona
$987K -$10.6K -427 -0.9%
AC
1085
Avestar Capital
New York
$984K -$121K -4,862 -9%
CS
1086
Cannell & Spears
New York
$981K +$733K +29,514 +165%
BMC
1087
Beaton Management Company
Massachusetts
$980K +$25.9K +1,044 +2%
NSIM
1088
North Star Investment Management
Illinois
$977K -$16.8K -675 -1%
NP
1089
NorthRock Partners
Minnesota
$977K +$23.9K +961 +2%
AG
1090
AlTi Global
New York
$975K +$624K +25,129 +114%
FFM
1091
Forum Financial Management
Illinois
$973K -$164K -6,610 -12%
LS
1092
Livforsakringsbolaget Skandia
Sweden
$973K
SLI
1093
Sumitomo Life Insurance
Japan
$969K -$62.2K -2,505 -5%
SBH
1094
Segall Bryant & Hamill
Illinois
$969K
TIA
1095
Trust Investment Advisors
Indiana
$969K -$9.38K -378 -0.8%
ML
1096
McAdam LLC
Pennsylvania
$966K +$64.2K +2,588 +6%
LOIP
1097
Live Oak Investment Partners
Texas
$961K +$29.5K +1,187 +3%
LJHT
1098
Laurie J. Hall Trustee
$959K
QI
1099
Qtron Investments
Massachusetts
$959K -$149K -5,986 -11%
PIM
1100
Penobscot Investment Management
Massachusetts
$958K