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Name Holding Trade Value Shares
Change
Change in
Stake
Duff & Phelps Investment Management
901
Duff & Phelps Investment Management
Illinois
$514K – – –
Arkadios Wealth Advisors
902
Arkadios Wealth Advisors
Georgia
$513K +$53.9K +894 +12%
HWA
903
Heartwood Wealth Advisors
Virginia
$513K +$118K +1,954 +32%
FG
904
Fiduciary Group
Georgia
$510K -$2.53K -42 -0.5%
HCP
905
Hexagon Capital Partners
Arkansas
$507K +$14.5K +240 +3%
Koshinski Asset Management
906
Koshinski Asset Management
Illinois
$506K +$209K +3,470 +78%
Luther King Capital Management (LKCM)
907
Luther King Capital Management (LKCM)
Texas
$504K +$11.6K +193 +3%
MW
908
Marcum Wealth
Ohio
$504K +$113K +1,866 +31%
Capital Advisors Inc
909
Capital Advisors Inc
Oklahoma
$502K -$121K -2,010 -20%
MFW
910
Meristem Family Wealth
Minnesota
$501K +$15.6K +259 +3%
BHBT
911
Burke & Herbert Bank & Trust
Virginia
$500K +$422 +7 +0.1%
Western Wealth Management
912
Western Wealth Management
Colorado
$500K +$223K +3,696 +89%
NIM
913
Northeast Investment Management
Massachusetts
$499K – – –
RFG Advisory
914
RFG Advisory
Alabama
$499K +$472K +7,830 New
ACM
915
AlphaStar Capital Management
North Carolina
$499K +$472K +7,832 New
HA
916
Herold Advisors
New York
$499K +$33.4K +553 +8%
People's United Financial
917
People's United Financial
Connecticut
$498K -$70.8K -1,174 -13%
Fisher Asset Management
918
Fisher Asset Management
Washington
$497K -$50.7K -841 -10%
Apollon Wealth Management
919
Apollon Wealth Management
South Carolina
$497K +$145K +2,405 +45%
SB
920
Sunflower Bank
Texas
$496K +$116K +1,931 +33%
VCP
921
Verus Capital Partners
Arizona
$496K +$454K +7,526 New
Capital International Inc
922
Capital International Inc
California
$495K -$6.35M -105,277 -93%
LAM
923
Lingohr Asset Management
Germany
$493K +$467K +7,743 New
Evercore Wealth Management
924
Evercore Wealth Management
New York
$490K – – –
Busey Bank
925
Busey Bank
Illinois
$487K -$38.1K -631 -8%