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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
601
Systematic Alpha Investments
New Jersey
$279K – – –
BBHC
602
Brown Brothers Harriman & Co
New York
$277K +$21.5K +483 +7%
SLF
603
Sun Life Financial
Ontario, Canada
$275K -$65.3K -1,466 -16%
CAAS
604
Capital Asset Advisory Services
Michigan
$270K -$8.82K -198 -3%
FRM
605
Fox Run Management
Connecticut
$270K +$327K +7,340 New
I2I
606
Insight 2811 Inc
Illinois
$269K – – –
HWM
607
HB Wealth Management
Georgia
$267K +$63.7K +1,430 +24%
ASN
608
Advisory Services Network
Georgia
$264K -$78.3K -1,757 -20%
AWS
609
Atria Wealth Solutions
New York
$262K +$318K +7,130 New
NB
610
Nicolet Bankshares
Wisconsin
$261K – – –
MFS
611
Mirabella Financial Services
United Kingdom
$260K +$38.7K +869 +14%
OTL
612
Oak Thistle LLC
New York
$258K +$312K +6,997 New
GW
613
GW & Wade
Massachusetts
$257K -$45 -1 -0%
ACM
614
Advisors Capital Management
New Jersey
$256K -$37.2K -835 -13%
SFCL
615
Strengthening Families & Communities LLC
Massachusetts
$255K +$25.2K +565 +9%
CI
616
Cigna Investments
Connecticut
$253K -$22.5K -504 -7%
DF
617
Donoghue Forlines
Massachusetts
$252K -$384K -8,616 -56%
GHA
618
GW Henssler & Associates
Georgia
$251K +$47.1K +1,058 +18%
RIM
619
Regent Investment Management
Kentucky
$250K – – –
LAI
620
Legal Advantage Investments
California
$250K +$303K +6,800 New
MNBTD
621
Moody National Bank Trust Division
Texas
$246K – – –
MCM
622
MAI Capital Management
Ohio
$246K +$298K +6,678 New
WSTAM
623
Wilbanks Smith & Thomas Asset Management
Virginia
$244K -$523K -11,728 -64%
T
624
TOBAM
France
$244K -$134K -3,016 -31%
TAM
625
Trust Asset Management
Texas
$242K -$1.29K -29 -0.4%