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Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
Montag & Associates
Georgia
$4.16M +$37.3K +250 +1%
LSWM
202
Lorne Steinberg Wealth Management
Canada
$4.13M +$3.87M +25,950 New
Creative Planning
203
Creative Planning
Kansas
$4.08M +$86.5K +580 +2%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$4.07M +$25.8K +173 +0.7%
RWP
205
RWA Wealth Partners
Massachusetts
$3.88M +$34.2K +229 +0.9%
RB
206
Rodgers Brothers
Pennsylvania
$3.84M -$67.1K -450 -2%
FT
207
Fiduciary Trust
Massachusetts
$3.71M -$332K -2,225 -9%
BFA
208
Benedict Financial Advisors
Georgia
$3.7M +$27.1K +182 +0.8%
MPIM
209
McGinn Penninger Investment Management
Virginia
$3.65M +$3.43M +23,010 New
FLSMF
210
Fundsmith Long/Short Master Fund
Cayman Islands
$3.65M +$3.43M +22,983 New
FA
211
FDx Advisors
Illinois
$3.64M +$333K +2,236 +11%
MC
212
MRJ Capital
New York
$3.6M +$447K +3,000 +15%
AUB
213
Atlantic Union Bankshares
Virginia
$3.57M +$329K +2,204 +11%
SCA
214
Snowden Capital Advisors
New York
$3.54M +$87.8K +589 +3%
NCM
215
Nelson Capital Management
California
$3.5M -$1.49M -10,012 -31%
MWNA
216
Marshall Wace North America
New York
$3.49M +$3.28M +21,967 New
HA
217
Hamel Associates
New Jersey
$3.44M -$11.2K -75 -0.3%
CNFG
218
Creegan & Nassoura Financial Group
New Hampshire
$3.38M -$28K -188 -0.9%
Geode Capital Management
219
Geode Capital Management
Massachusetts
$3.37M +$662K +4,437 +26%
CCB
220
Cutter & Co Brokerage
Missouri
$3.36M -$116K -777 -4%
EAM
221
Erste Asset Management
Austria
$3.31M
SF
222
Synovus Financial
Georgia
$3.27M +$62.6K +420 +2%
EVM
223
Eaton Vance Management
Massachusetts
$3.2M +$275K +1,841 +10%
MKA
224
M. Kulyk & Associates
Georgia
$3.19M +$2.99M +20,076 New
AA
225
Ancora Advisors
Ohio
$3.14M -$907K -6,081 -24%