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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
851
One Capital Management
California
$4.55M +$337K +8,210 +9%
RPA
852
Rock Point Advisors
Vermont
$4.55M +$1.32M +32,226 +46%
CYG
853
Clean Yield Group
Vermont
$4.54M +$1.34M +32,588 +47%
AC
854
Allstate Corporation
Illinois
$4.54M +$373K +9,077 +10%
PAS
855
Park Avenue Securities
New York
$4.52M +$241K +5,860 +6%
MIAN
856
Mariner Independent Advisor Network
Kansas
$4.51M +$685K +16,659 +20%
MME
857
Meag Munich Ergo
Germany
$4.5M +$1.53M +37,233 +58%
HFS
858
Hantz Financial Services
Michigan
$4.49M -$40.8K -992 -1%
MYAM
859
Meiji Yasuda Asset Management
Japan
$4.49M +$639K +15,540 +18%
BRWA
860
B. Riley Wealth Advisors
Florida
$4.44M -$1.69M -41,202 -29%
CS
861
Comerica Securities
Michigan
$4.41M -$94.3K -2,295 -2%
SGI
862
Summit Global Investments
Utah
$4.38M -$3.43M -83,454 -46%
LPT
863
Legacy Private Trust
Wisconsin
$4.38M -$513K -12,474 -11%
HCM
864
Hillman Capital Management
Maryland
$4.37M +$21.9K +534 +0.5%
SFA
865
Sequoia Financial Advisors
Ohio
$4.36M +$222K +5,395 +6%
CT
866
Caldwell Trust
Florida
$4.35M -$238K -5,781 -6%
FVWA
867
Foster Victor Wealth Advisors
South Carolina
$4.34M +$631K +15,353 +19%
NSEDCP
868
NJ State Employees Deferred Compensation Plan
New Jersey
$4.34M
PPW
869
Parcion Private Wealth
Washington
$4.31M +$152K +3,707 +4%
WIC
870
Whitegate Investment Counselors
New Hampshire
$4.31M -$115K -2,794 -3%
LWCFA
871
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.31M +$142K +3,448 +4%
CBN
872
Cadence Bank NA
Texas
$4.3M -$147K -3,576 -4%
BBA
873
BLB&B Advisors
Pennsylvania
$4.28M -$241K -5,856 -6%
PWM
874
Perigon Wealth Management
California
$4.28M -$722K -17,557 -16%
MGIA
875
Matthew Goff Investment Advisor
Texas
$4.27M -$127K -3,087 -3%