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Name Holding Trade Value Shares
Change
Change in
Stake
IA
801
IFP Advisors
Florida
$1.02M -$279K -2,197 -22%
LCOV
802
London Company of Virginia
Virginia
$1.02M -$43.1K -339 -4%
PWA
803
Prairie Wealth Advisors
Nebraska
$1.02M
KIM
804
Kestra Investment Management
Texas
$1.01M +$405K +3,187 +70%
JIC
805
Johnson Investment Counsel
Ohio
$1.01M -$228K -1,795 -19%
AC
806
Armistice Capital
New York
$1.01M +$978K +7,701 New
RC
807
Rahlfs Capital
Texas
$1.01M
DIP
808
Davis Investment Partners
North Carolina
$1M +$118K +929 +14%
PFGIA
809
Patriot Financial Group Insurance Agency
Massachusetts
$1M -$1.69M -13,314 -63%
LPT
810
Legacy Private Trust
Wisconsin
$999K +$41.7K +328 +4%
S
811
SignatureFD
Georgia
$999K +$92.5K +728 +11%
PG
812
Proffitt & Goodson
Tennessee
$998K +$316K +2,490 +48%
MA
813
MONECO Advisors
Connecticut
$990K +$683K +5,373 +243%
CWS
814
Confluence Wealth Services
Pennsylvania
$987K +$60.1K +473 +7%
VVP
815
Venture Visionary Partners
Ohio
$986K -$1.95M -15,378 -67%
ADL
816
Asset Dedication LLC
California
$986K +$298K +2,346 +45%
MGWM
817
Marks Group Wealth Management
Minnesota
$979K -$26.6K -209 -3%
SAM
818
Sompo Asset Management
Japan
$973K -$15.2K -120 -2%
IA
819
IFG Advisory
Georgia
$972K +$945K +7,442 New
AF
820
Affiance Financial
Minnesota
$960K -$243K -1,909 -21%
GC
821
Grimes & Company
Massachusetts
$959K -$5.08K -40 -0.5%
PMWMG
822
Parr McKnight Wealth Management Group
Minnesota
$958K -$1.91K -15 -0.2%
BAM
823
Boyar Asset Management
New York
$950K -$45.2K -356 -5%
SLI
824
Sumitomo Life Insurance
Japan
$946K -$49.2K -387 -5%
AI
825
Accredited Investors
Minnesota
$945K -$149K -1,169 -14%