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Name Holding Trade Value Shares
Change
Change in
Stake
II
526
Impact Investors
California
$1.17M
Vanguard National Trust
527
Vanguard National Trust
Pennsylvania
$1.17M +$1.19M +7,500 New
CW
528
CreativeOne Wealth
Kansas
$1.16M -$337K -2,125 -22%
GI
529
GAMMA Investing
California
$1.16M +$194K +1,228 +20%
CNC
530
Canandaigua National Corp
New York
$1.16M +$1.18M +7,458 New
SWM
531
Shakespeare Wealth Management
Wisconsin
$1.16M +$4.43K +28 +0.4%
Luther King Capital Management (LKCM)
532
Luther King Capital Management (LKCM)
Texas
$1.16M -$1.27K -8 -0.1%
WCM
533
Winthrop Capital Management
Indiana
$1.15M -$92.6K -585 -7%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$1.14M +$548K +3,463 +89%
KPWS
535
Kestra Private Wealth Services
Texas
$1.14M +$26.6K +168 +2%
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$1.14M +$15.2K +96 +1%
RCAG
537
Rehmann Capital Advisory Group
Michigan
$1.14M +$4.75K +30 +0.4%
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.14M
MGWM
539
Marks Group Wealth Management
Minnesota
$1.14M -$45.8K -289 -4%
AG
540
Ascent Group
Virginia
$1.12M +$128K +808 +13%
OTL
541
Oak Thistle LLC
New York
$1.11M +$1.13M +7,149 New
EFS
542
Essex Financial Services
Connecticut
$1.11M +$70.5K +445 +7%
GAM
543
Griffin Asset Management
New York
$1.09M -$3.17K -20 -0.3%
IA
544
IFP Advisors
Florida
$1.08M -$28.2K -178 -2%
CNC
545
Citizens & Northern Corp
Pennsylvania
$1.08M +$1.1M +6,926 New
Marshall Wace
546
Marshall Wace
United Kingdom
$1.07M +$1.09M +6,879 New
MO
547
McMillan Office
Michigan
$1.06M -$85.5K -540 -7%
BFO
548
Biltmore Family Office
North Carolina
$1.06M -$76.5K -483 -7%
FWCM
549
Ferguson Wellman Capital Management
Oregon
$1.04M -$87.3K -551 -8%
BIM
550
Baldwin Investment Management
Pennsylvania
$1.04M