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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1026
Sowell Financial Services
Arkansas
$1.72M +$608K +13,669 +55%
DT
1027
Diversified Trust
Tennessee
$1.72M +$1.44M +32,309 +550%
Lido Advisors
1028
Lido Advisors
California
$1.71M +$373K +8,385 +28%
SFA
1029
Stewardship Financial Advisors
Georgia
$1.71M +$41.8K +938 +3%
Assenagon Asset Management
1030
Assenagon Asset Management
Luxembourg
$1.69M -$36.9K -829 -2%
AC
1031
Abbrea Capital
California
$1.69M +$27.3K +613 +2%
FCI
1032
Financial Counselors Inc
Kansas
$1.68M -$10.6K -238 -0.6%
CMO
1033
Covenant Multifamily Offices
Texas
$1.68M +$30.5K +685 +2%
AAP
1034
Aristotle Atlantic Partners
Florida
$1.67M +$225K +5,063 +16%
EDRH
1035
Edmond de Rothschild Holding
Switzerland
$1.67M +$366K +8,225 +28%
VFA
1036
Valeo Financial Advisors
Indiana
$1.67M +$488K +10,974 +42%
SBIA
1037
Sheaff Brock Investment Advisors
Indiana
$1.67M -$5.65K -127 -0.3%
DC
1038
DeDora Capital
California
$1.66M +$660K +14,821 +67%
BT
1039
Brandywine Trust
Delaware
$1.66M – – –
SC
1040
Sawyer & Company
Massachusetts
$1.65M – – –
LAIC
1041
Lederer & Associates Investment Counsel
California
$1.64M +$180K +4,045 +12%
PC
1042
Port Capital
Illinois
$1.64M -$62.3K -1,400 -4%
ZIC
1043
ZWJ Investment Counsel
Georgia
$1.63M +$860K +19,322 +115%
Capstone Investment Advisors
1044
Capstone Investment Advisors
New York
$1.62M +$1.29M +28,967 +406%
WSC
1045
Wellington Shields & Co
New York
$1.62M +$558K +12,528 +53%
MIAS
1046
Mason Investment Advisory Services
Virginia
$1.62M – – –
GKFF
1047
George Kaiser Family Foundation
Oklahoma
$1.61M – – –
AA
1048
ALPS Advisors
Colorado
$1.61M -$103K -2,322 -6%
CFMC
1049
Curbstone Financial Management Corp
New Hampshire
$1.61M +$109K +2,450 +7%
ACM
1050
Ativo Capital Management
Illinois
$1.61M -$8.81K -198 -0.6%