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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$10M +$2.22M +47,310 +25%
VWA
502
Visionary Wealth Advisors
Illinois
$10M +$451K +9,604 +4%
KFP
503
Keystone Financial Planning
Ohio
$9.94M -$193K -4,124 -2%
FLPIM
504
F.L. Putnam Investment Management
Massachusetts
$9.91M +$49.9K +1,064 +0.5%
CIC
505
Cutler Investment Counsel
Oregon
$9.89M +$8.49K +181 +0.1%
CWM
506
Cabot Wealth Management
Massachusetts
$9.89M -$67.7K -1,443 -0.6%
AF
507
Alerus Financial
North Dakota
$9.84M -$338K -7,197 -3%
ACA
508
Aptus Capital Advisors
Alabama
$9.81M +$283K +6,026 +3%
FVCM
509
F&V Capital Management
Florida
$9.78M +$164K +3,505 +2%
HIMCH
510
Hartford Investment Management Co (HIMCO)
Connecticut
$9.77M -$452K -9,625 -4%
RP
511
Rowlandmiller & Partners
Georgia
$9.76M +$342K +7,300 +3%
HI
512
Harbour Investments
Wisconsin
$9.72M -$300K -6,405 -3%
KIA
513
KCM Investment Advisors
California
$9.68M -$143K -3,038 -1%
EH
514
Equitable Holdings
New York
$9.66M -$2.87M -61,191 -21%
XT
515
XTX Topco
Cayman Islands
$9.63M +$2.92M +62,222 +38%
CIM
516
Cambria Investment Management
California
$9.59M +$1.38M +29,419 +15%
MSRPS
517
Maryland State Retirement & Pension System
Maryland
$9.58M +$616K +13,126 +6%
BMO
518
Beck Mack & Oliver
New York
$9.5M -$53.6K -1,142 -0.5%
DE
519
Defiance ETFs
New York
$9.39M -$122K -2,607 -1%
RIA
520
Regal Investment Advisors
Michigan
$9.34M -$342K -7,295 -3%
EIA
521
Edgemoor Investment Advisors
Maryland
$9.3M -$4.79K -102 -0%
RWM
522
Ritholtz Wealth Management
New York
$9.3M -$157K -3,345 -2%
ATC
523
Argent Trust Co
Tennessee
$9.25M -$56.3K -1,201 -0.5%
AOWM
524
Alpha Omega Wealth Management
Virginia
$9.17M +$117K +2,491 +1%
WIC
525
Woodmont Investment Counsel
Tennessee
$9.15M +$286K +6,088 +3%