Name Holding Trade Value Shares
Change
Change in
Stake
DF
1326
Donoghue Forlines
Massachusetts
$2.3M -$1.59M -25,816 -41%
IIC
1327
Integrated Investment Consultants
Michigan
$2.29M -$549K -8,925 -19%
LWAM
1328
Legacy Wealth Asset Management
Minnesota
$2.29M -$34.9K -567 -2%
IC
1329
Inscription Capital
Texas
$2.28M +$2.82M +45,779 New
MCP
1330
Martin Capital Partners
Oregon
$2.28M -$107K -1,744 -5%
AA
1331
Argent Advisors
Louisiana
$2.28M +$62.6K +1,017 +3%
MLL
1332
Moody Lynn & Lieberson
Massachusetts
$2.27M +$2.34K +38 +0.1%
CGI
1333
Comgest Global Investors
France
$2.26M – – –
GF
1334
Gabelli Funds
New York
$2.26M -$59.4K -965 -3%
EBWM
1335
Eagle Bluffs Wealth Management
Missouri
$2.25M +$15.6K +254 +0.7%
SGCA
1336
Steel Grove Capital Advisors
Tennessee
$2.25M -$148K -2,406 -6%
VIM
1337
Vinva Investment Management
Australia
$2.25M -$1.71M -27,790 -43%
FIM
1338
Freedom Investment Management
Connecticut
$2.24M +$115K +1,861 +5%
BT
1339
Banque Transatlantique
France
$2.24M -$178K -2,893 -7%
SFCL
1340
Strengthening Families & Communities LLC
Massachusetts
$2.24M +$74.8K +1,215 +3%
CWM
1341
Cordatus Wealth Management
Pennsylvania
$2.23M -$4.56M -74,072 -67%
EW
1342
Evoke Wealth
California
$2.22M +$34.7K +563 +2%
GCC
1343
Game Creek Capital
Massachusetts
$2.21M +$308K +5,000 +16%
HCM
1344
Howland Capital Management
Massachusetts
$2.21M +$852K +13,846 +63%
JIP
1345
Jaffetilchin Investment Partners
Florida
$2.2M -$286K -4,640 -12%
SCM
1346
SOL Capital Management
Maryland
$2.2M – – –
LWM
1347
Lodestone Wealth Management
Washington
$2.19M +$19.1K +310 +0.9%
Fayez Sarofim & Co
1348
Fayez Sarofim & Co
Texas
$2.19M -$9.36K -152 -0.4%
P
1349
Paradiem
Louisiana
$2.19M – – –
SLI
1350
Sumitomo Life Insurance
Japan
$2.18M -$24.3K -395 -1%