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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
651
Dynamic Advisor Solutions
Arizona
$5.26M +$904K +22,934 +20%
MCP
652
Mirador Capital Partners
California
$5.26M +$2.16M +54,676 +68%
TI
653
Trexquant Investment
Connecticut
$5.25M +$5.33M +135,084 New
CT
654
Caldwell Trust
Florida
$5.25M -$240K -6,088 -4%
AF
655
Alerus Financial
North Dakota
$5.25M +$217K +5,514 +4%
VAS
656
Vestmark Advisory Solutions
Massachusetts
$5.23M +$973K +24,679 +22%
WFMPM
657
Woodley Farra Manion Portfolio Management
Indiana
$5.19M +$113K +2,867 +2%
BCWM
658
Bartlett & Co Wealth Management
Ohio
$5.17M -$1.56M -39,625 -23%
BC
659
Bartlett & Co
Ohio
$5.17M -$1.56M -39,625 -23%
HEIP
660
Hudson Edge Investment Partners
New Jersey
$5.16M +$1.5M +37,934 +40%
BCA
661
Bernzott Capital Advisors
California
$5.14M -$326K -8,276 -6%
NMIMC
662
Northwestern Mutual Investment Management Company
Wisconsin
$5.13M +$15.3K +388 +0.3%
API
663
Advisor Partners II
California
$5.11M +$1.27M +32,206 +32%
SWM
664
Stockman Wealth Management
Montana
$5.09M +$469K +11,901 +10%
BWS
665
Buck Wealth Strategies
Colorado
$5.09M +$5.17M +130,990 New
WANY
666
Wealthspire Advisors (New York)
New York
$5.09M -$1.04M -26,259 -17%
HPWA
667
Hall Private Wealth Advisors
North Carolina
$5.08M -$204K -5,171 -4%
BMWM
668
Brown Miller Wealth Management
Virginia
$5.07M +$1.47M +37,297 +40%
WWM
669
Western Wealth Management
Colorado
$5.04M +$737K +18,682 +17%
SIG
670
Stonegate Investment Group
Alabama
$5.03M -$1.71M -43,303 -25%
TI
671
tru Independence
Oregon
$5.03M +$144K +3,662 +3%
WIC
672
WealthBridge Investment Counsel
Alberta, Canada
$5.03M +$26.6K +675 +0.5%
BL
673
BCWM LLC
Kansas
$5.02M +$1.37M +34,745 +37%
CM
674
Churchill Management
California
$5M +$767K +19,459 +18%
FMC
675
First Merchants Corp
Indiana
$5M -$29.5K -747 -0.6%