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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Meridian Wealth Management
Kentucky
$5.13M +$245K +4,433 +5%
SFI
302
Susquehanna Fundamental Investments
Pennsylvania
$5.11M +$4.88M +88,230 New
CGH
303
Crossmark Global Holdings
Texas
$5.11M -$449K -8,124 -8%
BL
304
BCWM LLC
Kansas
$5.06M -$431K -7,802 -8%
BCFS
305
Butensky & Cohen Financial Security
Florida
$5.04M +$21.8K +395 +0.5%
CA
306
Cetera Advisors
Colorado
$5.03M -$473K -8,561 -9%
PWP
307
Principle Wealth Partners
Connecticut
$5M +$23.5K +425 +0.5%
IAN
308
Integrated Advisors Network
Texas
$4.98M +$674K +12,196 +17%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$4.95M -$751K -13,597 -14%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$4.95M +$884K +16,003 +23%
PKC
311
Palmer Knight Company
Florida
$4.92M +$204K +3,689 +5%
EA
312
Ellsworth Advisors
Ohio
$4.91M +$4.71M +85,159 New
AUB
313
Atlantic Union Bankshares
Virginia
$4.9M +$161K +2,916 +4%
AF
314
Alerus Financial
North Dakota
$4.86M -$1.54M -27,839 -25%
BCIM
315
British Columbia Investment Management
British Columbia, Canada
$4.85M +$156K +2,817 +3%
CCM
316
Canal Capital Management
Virginia
$4.77M +$1.03M +18,631 +29%
DILIC
317
Dai-ichi Life Insurance Company
Japan
$4.72M
FLPIM
318
F.L. Putnam Investment Management
Massachusetts
$4.7M +$844K +15,270 +23%
OCM
319
Oakview Capital Management
Texas
$4.68M -$7.3M -132,028 -62%
CB
320
Commerce Bank
Missouri
$4.64M -$10.2M -183,880 -70%
HWAM
321
Hennion & Walsh Asset Management
New Jersey
$4.63M +$208K +3,758 +5%
TI
322
tru Independence
Oregon
$4.59M -$121K -2,188 -3%
Assenagon Asset Management
323
Assenagon Asset Management
Luxembourg
$4.58M -$35M -633,918 -89%
CWM
324
Congress Wealth Management
Massachusetts
$4.57M -$819K -14,824 -16%
CAAS
325
Capital Asset Advisory Services
Michigan
$4.52M +$348K +6,299 +9%