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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
826
RB Capital Management
Nevada
$6.4M +$58K +201 +1%
DBG
827
De Burlo Group
Massachusetts
$6.37M -$818K -2,835 -12%
SFS
828
Sowell Financial Services
Arkansas
$6.34M +$471K +1,632 +8%
FIA
829
Foundations Investment Advisors
Arizona
$6.33M +$1.05M +3,653 +21%
AWM
830
Apollon Wealth Management
South Carolina
$6.32M +$705K +2,443 +13%
PTB
831
Pioneer Trust Bank
Oregon
$6.3M +$379K +1,315 +7%
TCOK
832
Trust Company of Kansas
Kansas
$6.29M -$33.8K -117 -0.6%
SWP
833
Strategic Wealth Partners
Ohio
$6.28M +$4.41M +15,278 +274%
OCM
834
Once Capital Management
New York
$6.26M
FTDI
835
First Trust Direct Indexing
Massachusetts
$6.24M +$530K +1,836 +10%
PCIG
836
Partners Capital Investment Group
Massachusetts
$6.22M -$6.8M -23,584 -53%
DAS
837
Dynamic Advisor Solutions
Arizona
$6.22M -$1.88M -6,514 -24%
EF
838
Empowered Funds
Pennsylvania
$6.19M -$1.95M -6,750 -25%
Artisan Partners
839
Artisan Partners
Wisconsin
$6.18M +$5.92M +20,522 New
SW
840
SVB Wealth
Massachusetts
$6.18M -$391K -1,354 -6%
DLCIG
841
D.L. Carlson Investment Group
New Hampshire
$6.17M -$90.3K -313 -2%
VCM
842
Vision Capital Management
Oregon
$6.16M -$657K -2,278 -10%
WIA
843
Westbourne Investment Advisors
Maryland
$6.16M -$380K -1,317 -6%
AI
844
Atom Investors
Texas
$6.15M +$2.97M +10,288 +101%
VSQM
845
V-Square Quantitative Management
Illinois
$6.15M +$1.13M +3,919 +24%
BCCM
846
Bridge Creek Capital Management
Massachusetts
$6.14M -$66.1K -229 -1%
CIG
847
Cullen Investment Group
Louisiana
$6.08M -$32.9K -114 -0.6%
BBHC
848
Brown Brothers Harriman & Co
New York
$6.07M -$584K -2,023 -9%
GPTE
849
Generali Powszechne Towarzystwo Emerytalne
Poland
$6.06M
PIA
850
Petredis Investment Advisors
Pennsylvania
$6.06M +$88K +305 +2%