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Name Holding Trade Value Shares
Change
Change in
Stake
MC
651
Moors & Cabot
Massachusetts
$624K -$55.8K -341 -9%
WKWM
652
Walter & Keenan Wealth Management
Indiana
$624K +$81.9K +500 +16%
MCA
653
Morris Capital Advisors
Pennsylvania
$621K – – –
V
654
Veritable
Delaware
$620K -$3.11K -19 -0.5%
WEC
655
Winslow Evans & Crocker
Massachusetts
$618K -$8.84K -54 -1%
ER
656
Enlightenment Research
Florida
$618K +$671K +4,100 New
OFS
657
OneAscent Financial Services
Alabama
$613K +$586K +3,577 New
AF
658
Advisornet Financial
Minnesota
$611K -$82.5K -504 -12%
ANRIA
659
American National Registered Investment Advisor
Texas
$609K – – –
BHBT
660
Burke & Herbert Bank & Trust
Virginia
$607K -$2.46K -15 -0.4%
AIP
661
Ameritas Investment Partners
Nebraska
$606K -$22.8K -139 -4%
ACM
662
Alethea Capital Management
Washington
$600K – – –
NA
663
NewEdge Advisors
Louisiana
$589K -$39.8K -243 -7%
AAS
664
Avantax Advisory Services
Texas
$587K +$4.42K +27 +0.8%
HB
665
Homrich & Berg
Georgia
$585K +$164 +1 +0%
QI
666
Qtron Investments
Massachusetts
$585K +$559K +3,412 New
BAMF
667
BI Asset Management Fondsmaeglerselskab
Denmark
$585K +$559K +3,416 New
PCIA
668
Prime Capital Investment Advisors
Kansas
$584K +$102K +620 +22%
VFA
669
Voya Financial Advisors
Connecticut
$583K -$390K -2,385 -41%
QT
670
Quantamental Technologies
New York
$582K +$553K +3,380 +18,778%
HT
671
Heritage Trust
Oklahoma
$580K -$13.1K -80 -2%
WA
672
Wheatland Advisors
Pennsylvania
$580K +$9.82K +60 +2%
BIA
673
Bigelow Investment Advisors
Maine
$577K -$32.7K -200 -6%
NSIM
674
North Star Investment Management
Illinois
$573K +$164 +1 +0%
SP
675
Symmetry Partners
Connecticut
$571K +$545K +3,331 New