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Name Holding Trade Value Shares
Change
Change in
Stake
AI
1076
Amplify Investments
Illinois
$182K +$139K +938 New
CFB
1077
Cullen/Frost Bankers
Texas
$175K +$12.4K +84 +10%
NEWAS
1078
N.E.W. Advisory Services
Wisconsin
$175K +$47.6K +322 +55%
CSP
1079
Cary Street Partners
Virginia
$173K +$132K +894 New
WTC
1080
WhitTier Trust Company
Nevada
$172K +$17K +115 +15%
BTI
1081
Blue Trust Inc
Georgia
$172K -$49.7K -336 -27%
YDMI
1082
Y.D. More Investments
Israel
$166K +$24.4K +165 +24%
DWA
1083
Delos Wealth Advisors
Texas
$166K +$126K +854 New
CA
1084
Clearstead Advisors
Ohio
$159K +$57.3K +387 +89%
NS
1085
NBC Securities
Alabama
$154K -$39.1K -264 -25%
LFG
1086
Larson Financial Group
Missouri
$153K +$8.14K +55 +7%
FDW
1087
Fourth Dimension Wealth
Ohio
$152K +$62.7K +424 +117%
SIS
1088
Sound Income Strategies
Florida
$138K +$104K +703 +10,043%
OP
1089
ORG Partners
Indiana
$137K +$32K +216 +41%
JFGIW
1090
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K +$87.6K +592 +955%
VCM
1091
Versant Capital Management
Arizona
$127K +$49.1K +332 +103%
AG
1092
AmeriFlex Group
Nevada
$116K +$14.8K +100 +20%
WA
1093
WPG Advisers
Maryland
$111K +$38.6K +261 +83%
WT
1094
Whittier Trust
California
$108K +$3.7K +25 +5%
LWCFA
1095
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
DMBA
1096
Deseret Mutual Benefit Administrators
Utah
$105K – – –
WA
1097
Whipplewood Advisors
Colorado
$103K +$41.6K +281 +111%
OAM
1098
Ostrum Asset Management
France
$103K -$2.37K -16 -3%
RWM
1099
Rialto Wealth Management
New York
$101K +$75.6K +511 +5,678%
RA
1100
Rational Advisors
New York
$99.4K -$31.1K -210 -29%