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Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
701
W.H. Cornerstone Investments
Massachusetts
$1.16M +$5.83K +55 +0.5%
Encompass More Asset Management
702
Encompass More Asset Management
California
$1.16M -$8.91K -84 -0.8%
Wellington Management Group
703
Wellington Management Group
Massachusetts
$1.15M -$65.9K -621 -6%
SouthState Corp
704
SouthState Corp
Florida
$1.14M +$454K +4,278 +72%
Rockland Trust
705
Rockland Trust
Massachusetts
$1.14M – – –
4WM
706
49 Wealth Management
Texas
$1.14M -$1.8K -17 -0.2%
Waverly Advisors
707
Waverly Advisors
Alabama
$1.13M +$176K +1,661 +20%
CAM
708
Covenant Asset Management
New Jersey
$1.13M – – –
Smithbridge Asset Management
709
Smithbridge Asset Management
Pennsylvania
$1.13M +$1.08M +10,150 New
Eastern Bank
710
Eastern Bank
Massachusetts
$1.12M -$17.7K -167 -2%
GB
711
Goepper Burkhardt
South Carolina
$1.12M – – –
Nilsine Partners
712
Nilsine Partners
Colorado
$1.11M +$17.7K +167 +2%
MGO One Seven
713
MGO One Seven
Ohio
$1.11M +$106K +997 +11%
Concord Asset Management (Virginia)
714
Concord Asset Management (Virginia)
Virginia
$1.1M +$276K +2,605 +34%
Cahaba Wealth Management
715
Cahaba Wealth Management
Georgia
$1.1M +$106 +1 +0%
NFC
716
Northstar Financial Companies
Pennsylvania
$1.1M +$94.2K +888 +10%
Exchange Traded Concepts
717
Exchange Traded Concepts
Oklahoma
$1.1M +$29.7K +280 +3%
FWP
718
Firethorn Wealth Partners
Georgia
$1.09M +$90.7K +855 +10%
Callan Family Office
719
Callan Family Office
Pennsylvania
$1.09M -$801K -7,549 -44%
CPWA
720
Cerro Pacific Wealth Advisors
California
$1.09M -$3.29K -31 -0.3%
Banque Cantonale Vaudoise
721
Banque Cantonale Vaudoise
Switzerland
$1.09M +$1.04M +9,772 New
OAM
722
Oxford Asset Management
United Kingdom
$1.09M +$1.04M +9,761 New
Forum Financial Management
723
Forum Financial Management
Illinois
$1.08M +$1.03M +9,748 New
LCGC
724
Legacy Capital Group California
California
$1.08M +$30.1K +284 +3%
Denali Advisors
725
Denali Advisors
California
$1.08M +$74.7K +704 +8%