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Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1001
Kestra Investment Management
Texas
$625K -$346K -2,769 -32%
TSWM
1002
Triangle Securities Wealth Management
North Carolina
$625K -$66.6K -533 -8%
PWM
1003
Peterson Wealth Management
Nevada
$625K -$125 -1 -0%
ABC
1004
Associated Banc-Corp
Wisconsin
$622K -$51.1K -409 -6%
AWE
1005
Avidian Wealth Enterprises
Texas
$619K +$20.4K +163 +3%
TSMHT
1006
Thurston Springer Miller Herd & Titak
Indiana
$616K +$103K +828 +16%
BFG
1007
Berger Financial Group
Minnesota
$616K +$375 +3 +0.1%
TCM
1008
Twin Capital Management
Pennsylvania
$615K +$736K +5,892 New
AssetMark Inc
1009
AssetMark Inc
California
$612K +$82K +656 +13%
BAM
1010
Belpointe Asset Management
Nevada
$611K -$29.1K -233 -4%
VA
1011
Valmark Advisers
Ohio
$609K -$10.7K -86 -1%
FAIM
1012
Financial Advocates Investment Management
Washington
$609K +$8.62K +69 +1%
EDRH
1013
Edmond de Rothschild Holding
Switzerland
$607K -$246K -1,965 -25%
AA
1014
ALPS Advisors
Colorado
$606K -$417K -3,334 -36%
MCM
1015
Mendel Capital Management
Arkansas
$606K -$28K -224 -4%
SA
1016
Sovran Advisors
California
$605K +$42.2K +338 +5%
EGA
1017
Eagle Global Advisors
Texas
$605K
CF
1018
Copperwynd Financial
Arizona
$604K +$243K +1,946 +51%
MCM
1019
Manchester Capital Management
Vermont
$603K +$8.37K +67 +1%
IPW
1020
Impact Partnership Wealth
Georgia
$601K +$719K +5,755 New
DJSG
1021
D.J. St. Germain
Massachusetts
$596K -$130K -1,042 -15%
TBNY
1022
Trustco Bank (New York)
New York
$591K
OA
1023
Operose Advisors
Wisconsin
$589K -$3.75K -30 -0.5%
AAS
1024
Ameritas Advisory Services
Nebraska
$587K +$1.13K +9 +0.2%
KCAM
1025
Kagan Cocozza Asset Management
New Jersey
$585K +$16.7K +134 +2%