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Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
1901
ZWJ Investment Counsel
Georgia
$878K -$80K -640 -8%
XWM
1902
Xcel Wealth Management
Florida
$877K -$206K -1,650 -19%
BO
1903
Bank OZK
Arkansas
$874K +$87.9K +703 +11%
WIP
1904
Wellesley Investment Partners
Massachusetts
$873K -$92.2K -738 -9%
SLF
1905
Sun Life Financial
Ontario, Canada
$871K -$102K -813 -10%
B
1906
Bridgeworth
Alabama
$871K +$4.13K +33 +0.5%
VFM
1907
Viking Fund Management
North Dakota
$869K
AIM
1908
Aspen Investment Management
Michigan
$868K +$12.5K +100 +1%
UH
1909
Unigestion Holding
Switzerland
$866K +$224K +1,795 +35%
BWA
1910
Beam Wealth Advisors
Louisiana
$865K -$85.4K -683 -9%
BI
1911
Ballast Inc
Kentucky
$863K -$68.5K -548 -7%
GBBWRPM
1912
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$863K -$36.4K -291 -4%
RWA
1913
RGT Wealth Advisors
Texas
$862K +$14.3K +114 +2%
GDP
1914
Great Diamond Partners
Maine
$862K +$17.2K +138 +2%
AFA
1915
American Financial Advisors
Georgia
$861K -$61.1K -489 -7%
CRM
1916
Cramer Rosenthal McGlynn
Connecticut
$859K -$77.7K -622 -8%
PFA
1917
Pure Financial Advisors
California
$859K -$4.75K -38 -0.5%
TI
1918
Tidal Investments
Wisconsin
$857K +$307K +2,455 +55%
EGA
1919
E&G Advisors
Texas
$856K
TI
1920
Telemetry Investments
New York
$856K
SSWM
1921
Sheets Smith Wealth Management
North Carolina
$855K +$44.6K +357 +5%
IPW
1922
Inlet Private Wealth
Florida
$854K -$4.88K -39 -0.6%
BPM
1923
Blue Pool Management
Hong Kong
$853K
SWA
1924
Stratos Wealth Advisors
Ohio
$853K +$54.7K +438 +7%
BFG
1925
Beacon Financial Group
Texas
$852K -$22.7K -182 -3%