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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$5.12M +$656K +2,829 +7%
SC
602
Savant Capital
Illinois
$5.12M +$1.4M +6,017 +35%
FA
603
Fiduciary Alliance
South Carolina
$5.07M +$1.37M +5,920 +35%
AC
604
Arjuna Capital
North Carolina
$5.07M +$142K +614 +3%
JWBC
605
J.W. Burns & Co
New York
$5.07M -$172K -741 -3%
MKA
606
M. Kulyk & Associates
Georgia
$5.06M +$133K +573 +3%
DAC
607
Dividend Assets Capital
South Carolina
$5.04M +$5.24M +22,597 +24,298%
GP
608
Girard Partners
Pennsylvania
$5.04M -$5.48M -23,625 -51%
HCM
609
Highlander Capital Management
New Jersey
$5.03M
PGA
610
Portland Global Advisors
Maine
$5.03M +$223K +960 +4%
KNW
611
Kesler Norman & Wride
Utah
$5.02M +$182K +785 +4%
WCM
612
Windward Capital Management
California
$4.97M -$25.8K -111 -0.5%
SC
613
SouthState Corp
Florida
$4.97M -$182K -785 -3%
PCM
614
Parsons Capital Management
Rhode Island
$4.97M -$5.34K -23 -0.1%
WAM
615
Winslow Asset Management
Ohio
$4.95M -$217K -934 -4%
BHWA
616
Beacon Harbor Wealth Advisors
Virginia
$4.94M +$286K +1,232 +6%
BFG
617
Bleakley Financial Group
New Jersey
$4.94M +$284K +1,224 +6%
PMG
618
ProVise Management Group
Florida
$4.92M +$51.3K +221 +1%
RDWM
619
Red Door Wealth Management
Tennessee
$4.88M +$211K +909 +4%
RBC
620
Romano Brothers & Co
Illinois
$4.87M -$114K -490 -2%
CM
621
Caption Management
Oklahoma
$4.86M +$5.08M +21,912 New
EHC
622
Everett Harris & Co
California
$4.84M +$53.4K +230 +1%
MGP
623
Metis Global Partners
California
$4.84M -$69.6K -300 -1%
IAA
624
Independent Advisor Alliance
North Carolina
$4.83M +$81.7K +352 +2%
BJL
625
Brighton Jones LLC
Washington
$4.83M +$121K +523 +2%