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Name Holding Trade Value Shares
Change
Change in
Stake
PI
1001
PFG Investments
New York
$3.41M +$724K +2,032 +27%
MYA
1002
Meiji Yasuda America
New York
$3.41M -$47.4K -133 -1%
UIC
1003
Uniplan Investment Counsel
Wisconsin
$3.41M -$148K -414 -4%
CNBTD
1004
Citizens National Bank Trust Department
Mississippi
$3.4M -$42.8K -120 -1%
FCBT
1005
First Citizens Bank & Trust
North Carolina
$3.38M +$77K +216 +2%
WC
1006
Whitney & Co
New York
$3.38M +$30.3K +85 +0.9%
ISWM
1007
Independent Solutions Wealth Management
New York
$3.37M +$46.3K +130 +1%
IP
1008
Integras Partners
Georgia
$3.36M -$83.4K -234 -2%
CTA
1009
Clear Trail Advisors
Texas
$3.36M +$528K +1,480 +18%
ISB
1010
Iowa State Bank
Iowa
$3.35M -$37.4K -105 -1%
PP
1011
Patron Partners
Texas
$3.35M +$93K +261 +3%
FTWA
1012
Fifth Third Wealth Advisors
Ohio
$3.34M +$67.7K +190 +2%
TF
1013
Tudor Financial
Ohio
$3.34M -$320K -899 -9%
CIAS
1014
CFS Investment Advisory Services
New Jersey
$3.33M +$49.2K +138 +1%
AMIM
1015
Aull & Monroe Investment Management
Alabama
$3.32M
CAG
1016
Csenge Advisory Group
Florida
$3.31M -$395K -1,109 -11%
MWM
1017
Mission Wealth Management
California
$3.31M -$325K -911 -9%
CCC
1018
Chelsea Counsel Company
California
$3.3M -$535K -1,500 -14%
MCC
1019
Money Concepts Capital
Florida
$3.28M -$45.3K -127 -1%
AAM
1020
Azzad Asset Management
Virginia
$3.27M -$27.1K -76 -0.8%
VC
1021
Vestor Capital
Illinois
$3.26M +$3.3M +9,269 New
WANY
1022
Wealthspire Advisors (New York)
New York
$3.25M -$900K -2,524 -21%
BOCM
1023
Bontempo Ohly Capital Management
Maryland
$3.25M -$315K -885 -9%
FCM
1024
Flagship Capital Management
Pennsylvania
$3.23M +$190K +533 +6%
RMCM
1025
Reynders McVeigh Capital Management
Massachusetts
$3.23M +$8.91K +25 +0.3%