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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1051
Soltis Investment Advisors
Utah
$3.66M +$2.61M +53,415 +323%
HIC
1052
Holderness Investments Company
North Carolina
$3.65M +$34.4K +704 +1%
SHFA
1053
SS&H Financial Advisors
Michigan
$3.64M -$53.7K -1,100 -2%
LIM
1054
Leavell Investment Management
Alabama
$3.62M -$168K -3,434 -5%
CYG
1055
Clean Yield Group
Vermont
$3.61M -$58.7K -1,203 -2%
BOC
1056
Barbara Oil Co
Illinois
$3.6M
CIP
1057
Convergence Investment Partners
Florida
$3.6M +$567K +11,613 +20%
BMA
1058
Brooks Moore & Associates
Tennessee
$3.59M +$139K +2,855 +4%
RWA
1059
Ropes Wealth Advisors
Massachusetts
$3.59M -$33.8K -692 -1%
IA
1060
IFG Advisory
Georgia
$3.58M +$191K +3,908 +6%
DGAM
1061
Desjardins Global Asset Management
Quebec, Canada
$3.58M +$324K +6,637 +11%
CWP
1062
Cyndeo Wealth Partners
Florida
$3.57M -$1.65M -33,859 -33%
BFM
1063
Boston Financial Management
Massachusetts
$3.57M -$287K -5,876 -8%
SAM
1064
Sompo Asset Management
Japan
$3.55M -$115K -2,350 -3%
HH
1065
Hilltop Holdings
Texas
$3.55M +$81.9K +1,678 +3%
VNIM
1066
Vaughan Nelson Investment Management
Texas
$3.54M -$610K -12,485 -16%
MAS
1067
Meeder Advisory Services
Ohio
$3.54M +$129K +2,632 +4%
AP
1068
Appleton Partners
Massachusetts
$3.54M +$11.7K +240 +0.4%
DDC
1069
DF Dent & Co
Maryland
$3.53M -$169K -3,451 -5%
GRP
1070
Global Retirement Partners
California
$3.48M +$946K +19,363 +34%
EWA
1071
Exencial Wealth Advisors
Oklahoma
$3.48M -$243K -4,979 -7%
UCI
1072
Uncommon Cents Investing
Wisconsin
$3.47M +$6.01K +123 +0.2%
HCM
1073
Hudson Capital Management
New Jersey
$3.46M +$118K +2,416 +4%
BP
1074
Ballentine Partners
Massachusetts
$3.46M +$111K +2,263 +4%
JFG
1075
Jefferies Financial Group
New York
$3.46M -$158K -3,241 -5%