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Name Holding Trade Value Shares
Change
Change in
Stake
BI
951
Ballast Inc
Kentucky
$1.13M +$495K +3,093 +69%
TWP
952
Tempus Wealth Planning
California
$1.11M +$219K +1,369 +22%
JA
953
JLB & Associates
Michigan
$1.09M -$195K -1,216 -14%
CC
954
Cypress Capital
Tennessee
$1.09M +$61K +381 +5%
CA
955
CGN Advisors
Kansas
$1.09M +$249K +1,557 +27%
MG
956
Mather Group
Illinois
$1.09M +$1.17M +7,331 New
AMIM
957
Aull & Monroe Investment Management
Alabama
$1.09M -$16K -100 -1%
CT
958
Chicago Trust
Illinois
$1.08M -$139K -870 -11%
FFG
959
Fortem Financial Group
California
$1.08M -$70.6K -441 -6%
QIM
960
Quantitative Investment Management
Virginia
$1.08M -$12M -75,066 -91%
FNBT
961
FineMark National Bank & Trust
Florida
$1.08M +$41.5K +259 +4%
DP
962
Dearborn Partners
Illinois
$1.07M +$88.9K +555 +8%
OPS
963
Orion Portfolio Solutions
Nebraska
$1.07M +$222K +1,389 +24%
CF
964
Centaurus Financial
California
$1.06M +$80.9K +505 +8%
HT
965
HighTower Trust
Texas
$1.06M +$224K +1,397 +24%
BP
966
Ballentine Partners
Massachusetts
$1.06M +$205K +1,278 +22%
JWM
967
JGP Wealth Management
Oregon
$1.06M +$64.7K +404 +6%
VC
968
Vicus Capital
Pennsylvania
$1.05M +$910K +5,685 +402%
Pacer Advisors
969
Pacer Advisors
Pennsylvania
$1.05M +$1.01M +6,339 +861%
TI
970
Tidal Investments
Wisconsin
$1.05M -$1.18M -7,364 -51%
TSWM
971
Triangle Securities Wealth Management
North Carolina
$1.05M +$21.5K +134 +2%
PA
972
Profund Advisors
Maryland
$1.05M +$13.4K +84 +1%
TPCW
973
TD Private Client Wealth
New York
$1.05M -$70.6K -441 -6%
AFS
974
Access Financial Services
Minnesota
$1.04M +$344K +2,148 +44%
FFA
975
Founders Financial Alliance
North Carolina
$1.04M +$66.1K +413 +6%