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Name Holding Trade Value Shares
Change
Change in
Stake
PTB
976
Pioneer Trust Bank
Oregon
$4.74M +$545K +945 +13%
ACM
977
Ashford Capital Management
Delaware
$4.74M +$2.84M +4,918 +162%
CAM
978
Covenant Asset Management
New Jersey
$4.74M +$24.2K +42 +0.5%
HAG
979
HighPoint Advisor Group
Illinois
$4.74M +$5.38M +9,335 New
MMPW
980
Mitchell McLeod Pugh & Williams
Alabama
$4.73M -$11.5K -20 -0.3%
LAM
981
L2 Asset Management
Massachusetts
$4.72M +$3.23M +5,600 +242%
AFA
982
Abacus FCF Advisors
Florida
$4.72M +$953K +1,653 +26%
BJL
983
Brighton Jones LLC
Washington
$4.72M +$96.9K +168 +2%
PDL
984
Portfolio Design Labs
California
$4.69M +$4.54M +7,863 New
SSA
985
Sierra Summit Advisors
Nevada
$4.69M +$4.53M +7,856 New
ERWM
986
Elk River Wealth Management
Colorado
$4.68M +$2.88K +5 +0.1%
WI
987
Wahed Invest
New York
$4.67M +$197K +342 +5%
LNC
988
Lincoln National Corp
Pennsylvania
$4.66M +$10.4K +18 +0.2%
WIA
989
World Investment Advisors
California
$4.65M +$4.27M +7,408 +1,880%
AFG
990
Atomi Financial Group
New York
$4.65M +$1.38M +2,393 +44%
OIA
991
OneDigital Investment Advisors
Kansas
$4.65M +$2.29M +3,978 +104%
VT
992
Vise Technologies
New York
$4.63M +$3.26M +5,654 +267%
GI
993
GLOBALT Investments
Georgia
$4.63M +$4.47M +7,757 New
GD
994
Grandfield & Dodd
New York
$4.63M -$22.5K -39 -0.5%
CCS
995
Concentric Capital Strategies
Connecticut
$4.62M -$1.18M -2,041 -21%
SM
996
STF Management
Texas
$4.61M +$184K +319 +4%
SS
997
Sunbelt Securities
Texas
$4.59M -$111K -192 -2%
PWM
998
Purus Wealth Management
California
$4.59M -$31.7K -55 -0.7%
HWM
999
HB Wealth Management
Georgia
$4.58M +$314K +545 +8%
PIA
1000
Petredis Investment Advisors
Pennsylvania
$4.57M -$142K -247 -3%