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Name Holding Trade Value Shares
Change
Change in
Stake
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$4.5M +$1.91M +7,820 +71%
AT
327
American Trust
Kentucky
$4.5M +$112K +457 +2%
MML Investors Services
328
MML Investors Services
Massachusetts
$4.49M +$750K +3,072 +20%
FVWA
329
Foster Victor Wealth Advisors
South Carolina
$4.44M +$1.74M +7,137 +59%
WAS
330
Wealth Advisory Solutions
Indiana
$4.42M -$2.8M -11,473 -38%
PAMG
331
Patton Albertson Miller Group
Tennessee
$4.41M +$174K +713 +4%
Acadian Asset Management
332
Acadian Asset Management
Massachusetts
$4.4M -$896K -3,670 -17%
PCM
333
Parsons Capital Management
Rhode Island
$4.39M -$14.4K -59 -0.3%
LCM
334
Logan Capital Management
Pennsylvania
$4.35M
LAM
335
Lynch Asset Management
Pennsylvania
$4.31M
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$4.3M +$2.36M +9,652 +115%
VWM
337
Valley Wealth Managers
New Jersey
$4.3M -$124K -507 -3%
YIA
338
YHB Investment Advisors
Connecticut
$4.26M +$69.1K +283 +2%
LT
339
Legacy Trust
Michigan
$4.25M -$35.2K -144 -0.8%
SAM
340
Selway Asset Management
$4.24M +$33.9K +139 +0.8%
CHC
341
City Holding Co
West Virginia
$4.21M -$267K -1,095 -6%
NAM
342
Nissay Asset Management
Japan
$4.21M -$142K -582 -3%
BPA
343
Beacon Pointe Advisors
California
$4.11M +$111K +454 +3%
Vanguard Personalized Indexing Management
344
Vanguard Personalized Indexing Management
California
$4.1M +$413K +1,692 +11%
PWP
345
Principle Wealth Partners
Connecticut
$4.09M -$116K -475 -3%
OLA
346
Oliver Luxxe Assets
New Jersey
$4.08M +$2.84M +11,614 +212%
USCWA
347
U.S. Capital Wealth Advisors
Texas
$4.07M -$46.4K -190 -1%
BCI
348
Brinker Capital Investments
Pennsylvania
$4.06M +$1.28M +5,250 +45%
OPS
349
Orion Portfolio Solutions
Nebraska
$4.06M +$2.73M +11,167 +191%
VanEck Associates
350
VanEck Associates
New York
$4.06M +$165K +674 +4%