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Name Holding Trade Value Shares
Change
Change in
Stake
WI
226
WrapManager Inc
California
$298K -$170K -15,152 -34%
SCM
227
Sterneck Capital Management
Missouri
$291K
BF
228
BOK Financial
Oklahoma
$289K -$86.2K -7,676 -21%
PSP
229
Principal Street Partners
Tennessee
$281K -$260K -23,150 -45%
IRC
230
Investors Research Corp
Georgia
$281K -$5.2K -463 -2%
BPA
231
Beacon Pointe Advisors
California
$281K +$149K +13,236 +91%
DWM
232
Dorchester Wealth Management
Quebec, Canada
$277K -$60.4K -5,380 -14%
LG
233
Leuthold Group
Minnesota
$271K -$3.55K -316 -1%
IA
234
IFP Advisors
Florida
$268K +$3.44K +306 +4%
AWS
235
Atria Wealth Solutions
New York
$264K -$53.1K -4,728 -15%
SFS
236
Sowell Financial Services
Arkansas
$257K +$272K +24,225 New
WA
237
Wealth Alliance
New York
$254K -$265K -23,616 -48%
HIC
238
Holderness Investments Company
North Carolina
$253K -$4.2K -374 -1%
GC
239
Guggenheim Capital
Illinois
$251K +$13.8K +1,232 +5%
LF
240
Lantz Financial
Illinois
$248K +$4.63K +412 +2%
KWM
241
Kingsview Wealth Management
Oregon
$247K -$4.49K -400 -2%
VT
242
Vise Technologies
New York
$246K -$35.2K -3,131 -11%
CIA
243
Cohen Investment Advisors
New Hampshire
$245K +$32.6K +2,905 +14%
Corient Private Wealth
244
Corient Private Wealth
Florida
$238K +$269K +23,985 New
CS
245
Comerica Securities
Michigan
$236K +$16.3K +1,454 +7%
JFL
246
Jarislowsky, Fraser Ltd
Quebec, Canada
$234K -$5.05K -450 -2%
Vanguard Personalized Indexing Management
247
Vanguard Personalized Indexing Management
California
$234K +$78.9K +7,024 +44%
GCM
248
Gallacher Capital Management
Colorado
$233K +$258K +23,001 New
DWT
249
Dorsey & Whitney Trust
South Dakota
$231K -$31.5K -2,805 -11%
KeyBank National Association
250
KeyBank National Association
Ohio
$229K +$3.4K +303 +1%