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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$6.33M +$328K +5,924 +5%
SW
727
SkyOak Wealth
Michigan
$6.33M +$44.5K +804 +0.7%
IRF
728
IBM Retirement Fund
New York
$6.32M +$12.2K +221 +0.2%
NCM
729
Nelson Capital Management
California
$6.28M -$40.3K -728 -0.6%
RIA
730
RPG Investment Advisory
California
$6.27M +$67.1K +1,213 +1%
FA
731
FDx Advisors
Illinois
$6.25M -$95.6K -1,728 -1%
BCA
732
Bernzott Capital Advisors
California
$6.25M -$140K -2,535 -2%
PCM
733
Princeton Capital Management
New Jersey
$6.23M +$63.7K +1,152 +1%
CCM
734
Courage Capital Management
Tennessee
$6.21M
BAM
735
Belpointe Asset Management
Nevada
$6.19M -$304K -5,487 -5%
Koshinski Asset Management
736
Koshinski Asset Management
Illinois
$6.19M +$2.23M +40,258 +54%
CPO
737
Cerity Partners OCIO
New York
$6.17M +$525K +9,484 +9%
TCCM
738
Timber Creek Capital Management
Massachusetts
$6.16M +$877K +15,853 +16%
FAB
739
First American Bank
Illinois
$6.15M +$43.5K +786 +0.7%
CFG
740
Citizens Financial Group
Rhode Island
$6.1M -$8.15M -147,338 -57%
DAM
741
Delta Asset Management
Tennessee
$6.09M +$691K +12,488 +12%
CNC
742
Canandaigua National Corp
New York
$6.08M +$267K +4,820 +4%
AWP
743
Ascent Wealth Partners
New York
$6.07M +$221K +3,992 +4%
AAMA
744
Advanced Asset Management Advisors
Ohio
$6.06M -$4.81K -87 -0.1%
VV
745
Verity & Verity
South Carolina
$6.04M +$176K +3,178 +3%
VVP
746
Venture Visionary Partners
Ohio
$6.04M +$593K +10,726 +11%
BIA
747
Biondo Investment Advisors
Pennsylvania
$6.03M +$142K +2,565 +2%
FFA
748
Fragasso Financial Advisors
Pennsylvania
$6.02M +$455K +8,217 +8%
UCMOK
749
United Capital Management of KS
Kansas
$6.02M +$240K +4,343 +4%
ALAM
750
Asahi Life Asset Management
Japan
$6.01M -$465K -8,398 -7%