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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
551
Compass Wealth Management
Connecticut
$3.36M -$117K -1,299 -3%
CP
552
Cumberland Partners
Ontario, Canada
$3.36M +$2.95M +32,850 +1,004%
AAM
553
Advisors Asset Management
Colorado
$3.36M -$75.8K -844 -2%
JA
554
JLB & Associates
Michigan
$3.34M +$122K +1,358 +4%
WWA
555
WCG Wealth Advisors
Nevada
$3.33M +$230K +2,564 +8%
CF
556
Covea Finance
France
$3.3M – – –
WT
557
Whittier Trust
California
$3.3M +$140K +1,564 +5%
NA
558
NewEdge Advisors
Louisiana
$3.29M -$781K -8,696 -20%
S
559
SimplyRich
California
$3.28M – – –
MAM
560
Madison Asset Management
Wisconsin
$3.28M +$130K +1,446 +4%
GAA
561
Green Alpha Advisors
Colorado
$3.27M +$619K +6,894 +24%
OAMG
562
Odey Asset Management Group
United Kingdom
$3.26M +$898K +10,000 +40%
ICP
563
Ironvine Capital Partners
Nebraska
$3.22M – – –
MVIP
564
Mar Vista Investment Partners
California
$3.22M +$95.4K +1,063 +3%
EP
565
Edgestream Partners
New Jersey
$3.2M +$3.09M +34,431 New
PRS
566
Pinkerton Retirement Specialists
Idaho
$3.18M +$3.07M +34,214 New
BTI
567
Blue Trust Inc
Georgia
$3.15M +$603K +6,719 +19%
PMAM
568
Picton Mahoney Asset Management
Ontario, Canada
$3.13M +$224K +2,500 +8%
IUHSA
569
Itau Unibanco Holding S.A.
Brazil
$3.1M +$153K +1,708 +5%
TCM
570
Tufton Capital Management
Maryland
$3.08M +$2.24K +25 +0.1%
NO
571
Ninety One
South Africa
$3.08M +$351K +3,906 +13%
WI
572
Wahed Invest
New York
$3.08M +$372K +4,140 +14%
BWP
573
Balboa Wealth Partners
Arizona
$3.05M -$444K -4,951 -13%
HCM
574
Hodges Capital Management
Texas
$3.04M +$1.36M +15,169 +144%
AWS
575
Atria Wealth Solutions
New York
$3.04M -$192K -2,138 -6%