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Name Holding Trade Value Shares
Change
Change in
Stake
LNC
526
Lincoln National Corp
Pennsylvania
$11.9M -$278K -1,169 -2%
AWM
527
Axxcess Wealth Management
California
$11.9M -$395K -1,660 -3%
MC
528
Moors & Cabot
Massachusetts
$11.8M +$107K +451 +1%
QPBE
529
Quintet Private Bank (Europe)
Luxembourg
$11.7M +$2.85K +12 +0%
PWS
530
Peterson Wealth Services
Utah
$11.7M +$11.2M +47,106 New
MAM
531
Meeder Asset Management
Ohio
$11.7M +$10.2M +42,754 +982%
WWM
532
Western Wealth Management
Colorado
$11.7M +$259K +1,088 +2%
WI
533
Wahed Invest
New York
$11.7M +$775K +3,260 +7%
GRP
534
Global Retirement Partners
California
$11.6M +$856K +3,600 +7%
CK
535
Cohen Klingenstein
New York
$11.6M
JWCA
536
J.W. Cole Advisors
Florida
$11.5M +$1.57M +6,615 +17%
SWM
537
Spire Wealth Management
Virginia
$11.5M +$167K +701 +1%
HFM
538
Harvest Fund Management
China
$11.5M +$942K +3,964 +9%
PIMJS
539
PKO Investment Management Joint-Stock
Poland
$11.4M -$713K -3,000 -6%
IAS
540
Insigneo Advisory Services
Florida
$11.4M +$2.7M +11,348 +33%
EAM
541
EULAV Asset Management
Florida
$11.3M -$1.07M -4,507 -9%
KeyBank National Association
542
KeyBank National Association
Ohio
$11.3M +$650K +2,734 +6%
BAM
543
Belpointe Asset Management
Nevada
$11.2M +$1.68M +7,069 +19%
HT
544
Headlands Technologies
Illinois
$11.1M +$10.7M +44,853 New
HW
545
Hancock Whitney
Mississippi
$11.1M +$1.08M +4,548 +11%
TCM
546
Twin Capital Management
Pennsylvania
$11.1M -$212K -894 -2%
S
547
ShariaPortfolio
Florida
$11M +$1.11M +4,684 +12%
CCA
548
Checchi Capital Advisers
California
$11M -$63.5K -267 -0.6%
EWM
549
Empirical Wealth Management
Washington
$10.9M -$1.5M -6,296 -13%
GVAG
550
Great Valley Advisor Group
Delaware
$10.9M +$1.56M +6,563 +18%