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Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1026
Deseret Mutual Benefit Administrators
Utah
$246K -$28.9K -154 -10%
HCM
1027
Hengehold Capital Management
Ohio
$246K – – –
FDCDDQ
1028
Federation des caisses Desjardins du Quebec
Quebec, Canada
$246K -$50.2K -267 -16%
CB
1029
Community Bank
New York
$244K – – –
KFI
1030
Key Financial Inc
Pennsylvania
$244K +$114K +605 +78%
LNC
1031
Lincoln National Corp
Pennsylvania
$242K +$28.2K +150 +12%
MCM
1032
Monarch Capital Management
Indiana
$241K – – –
CPIG
1033
Chicago Partners Investment Group
Illinois
$240K -$16.7K -89 -5%
MPW
1034
Monterey Private Wealth
California
$240K -$7.7K -41 -3%
CCM
1035
Carlson Capital Management
Minnesota
$239K +$13K +69 +5%
CWP
1036
CFM Wealth Partners
Texas
$239K +$65.9K +351 +35%
ST
1037
Smithfield Trust
Pennsylvania
$238K – – –
GA
1038
Geller Advisors
New York
$238K +$27.8K +148 +12%
OIA
1039
OneDigital Investment Advisors
Kansas
$237K -$274K -1,461 -52%
BDF
1040
Balasa Dinverno & Foltz
$237K -$10.1K -54 -4%
LPIC
1041
LeJeune Puetz Investment Counsel
Michigan
$237K – – –
NI
1042
Nuance Investments
Missouri
$235K +$250K +1,331 New
SICM
1043
Sustainable Insight Capital Management
New York
$233K -$73.6K -392 -23%
MFG
1044
Merit Financial Group
Georgia
$233K – – –
LWP
1045
Lumature Wealth Partners
Georgia
$233K +$5.26K +28 +2%
HC
1046
Hamilton Capital
Ohio
$233K +$47.1K +251 +24%
FWCM
1047
Ferguson Wellman Capital Management
Oregon
$232K +$15.4K +82 +7%
EWM
1048
Evermay Wealth Management
Virginia
$230K -$4.7K -25 -2%
KFGK
1049
Keystone Financial Group (Kentucky)
Kentucky
$230K +$69.5K +370 +40%
AL
1050
ADE LLC
Maryland
$229K – – –