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Name Holding Trade Value Shares
Change
Change in
Stake
MP
326
McDonald Partners
Ohio
$7.38M -$40K -240 -0.6%
NAMM
327
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.33M +$1.08M +6,486 +18%
SFWA
328
Summit Financial Wealth Advisors
Louisiana
$7.31M +$52.3K +314 +0.7%
TPCM
329
Two Point Capital Management
New York
$7.26M +$1.67K +10 +0%
UCFA
330
United Capital Financial Advisors
Texas
$7.13M -$554K -3,328 -7%
BC
331
Bartlett & Co
Ohio
$7.13M -$285K -1,710 -4%
BCWM
332
Bartlett & Co Wealth Management
Ohio
$7.13M -$285K -1,710 -4%
Wealthfront Advisers
333
Wealthfront Advisers
California
$7.09M +$984K +5,911 +17%
AHC
334
Adell Harriman & Carpenter
Texas
$6.72M +$124K +745 +2%
ACM
335
Altrius Capital Management
North Carolina
$6.69M +$150K +902 +2%
FA
336
FDx Advisors
Illinois
$6.58M
JMFC
337
J.M. Forbes & Co
Massachusetts
$6.55M +$6.37M +38,241 New
AFM
338
Andesa Financial Management
Pennsylvania
$6.53M +$5.03M +30,203 +94%
National Bank of Canada
339
National Bank of Canada
Quebec, Canada
$6.53M +$2.58M +15,521 +69%
Ensign Peak Advisors
340
Ensign Peak Advisors
Utah
$6.33M +$2.1M +12,640 +52%
AUB
341
Atlantic Union Bankshares
Virginia
$6.29M -$636K -3,822 -9%
BCI
342
Brinker Capital Investments
Pennsylvania
$6.28M +$545K +3,276 +10%
OPS
343
Orion Portfolio Solutions
Nebraska
$6.28M +$5.41M +32,510 +780%
Vanguard Personalized Indexing Management
344
Vanguard Personalized Indexing Management
California
$6.21M +$678K +4,074 +13%
ECM
345
Estabrook Capital Management
New York
$6.16M -$10.7K -64 -0.2%
OSAM
346
O'Shaughnessy Asset Management
Connecticut
$6.16M +$248K +1,489 +4%
IAN
347
Integrated Advisors Network
Texas
$6.14M -$129K -775 -2%
FA
348
Fiduciary Alliance
South Carolina
$6.12M +$313K +1,882 +6%
BCIM
349
British Columbia Investment Management
British Columbia, Canada
$6.09M +$46.8K +281 +0.8%
SCM
350
Spring Capital Management
Texas
$6.04M -$18.3K -110 -0.3%