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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1101
Arkadios Wealth Advisors
Georgia
$4.29M +$556K +3,442 +16%
BA
1102
Baugh & Associates
Georgia
$4.29M -$12.6K -78 -0.3%
SLG
1103
Stanley-Laman Group
Pennsylvania
$4.28M -$808 -5 -0%
CIAS
1104
Capital Investment Advisory Services
North Carolina
$4.28M +$231K +1,430 +6%
FMAEN1
1105
Fund Management at Engine No 1
California
$4.28M +$434K +2,686 +12%
CIA
1106
Choate Investment Advisors
Massachusetts
$4.27M +$301K +1,866 +8%
MPI
1107
Mairs & Power Inc
Minnesota
$4.27M -$141K -876 -3%
MBT
1108
Montecito Bank & Trust
California
$4.26M -$37K -229 -0.9%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$4.25M +$120K +744 +3%
LSAG
1110
Lake Street Advisors Group
New Hampshire
$4.25M -$252K -1,562 -6%
GLA
1111
Good Life Advisors
Pennsylvania
$4.24M +$1.81M +11,223 +81%
BTI
1112
Blue Trust Inc
Georgia
$4.24M +$1.14M +7,059 +36%
SVCF
1113
Silicon Valley Community Foundation
California
$4.23M +$4.06M +25,114 New
IAG
1114
Investmark Advisory Group
Connecticut
$4.23M +$31.2K +193 +0.8%
CWG
1115
Cornerstone Wealth Group
North Carolina
$4.23M +$86.6K +536 +2%
DWA
1116
Douglass Winthrop Advisors
New York
$4.23M +$209K +1,295 +5%
MAS
1117
Meeder Advisory Services
Ohio
$4.22M -$778K -4,818 -16%
LWANC
1118
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.21M -$184K -1,139 -4%
WAM
1119
Weatherly Asset Management
California
$4.21M -$156K -965 -4%
CAG
1120
Csenge Advisory Group
Florida
$4.2M +$481K +2,981 +14%
BAM
1121
Belpointe Asset Management
Nevada
$4.2M +$659K +4,077 +20%
EF
1122
Exeter Financial
Arizona
$4.2M +$48.1K +298 +1%
MGAM
1123
McGowan Group Asset Management
Texas
$4.19M +$2.15M +13,320 +115%
EB
1124
Exchange Bank
California
$4.17M -$461K -2,854 -10%
MSAM
1125
Moloney Securities Asset Management
Missouri
$4.16M +$10.3K +64 +0.3%