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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1026
Pointe Capital Management
Michigan
$325K +$8.45K +54 +3%
RT
1027
Rockland Trust
Massachusetts
$325K +$335K +2,143 New
BDF
1028
Balasa Dinverno & Foltz
$324K -$22.1K -141 -6%
RWA
1029
RGT Wealth Advisors
Texas
$323K – – –
OCG
1030
Opus Capital Group
Ohio
$322K – – –
BWP
1031
BSW Wealth Partners
Colorado
$320K +$38.7K +247 +13%
CIM
1032
Contravisory Investment Management
Massachusetts
$318K -$60K -383 -15%
CAM
1033
CenterStar Asset Management
Illinois
$318K – – –
CFO
1034
Collective Family Office
Pennsylvania
$318K +$36.3K +232 +12%
NGA
1035
Naples Global Advisors
Florida
$315K – – –
RCM
1036
Raleigh Capital Management
North Carolina
$315K +$1.41K +9 +0.4%
Pallas Capital Advisors
1037
Pallas Capital Advisors
Massachusetts
$314K -$24.4K -156 -6%
OR
1038
Olympiad Research
Connecticut
$314K +$21K +134 +7%
Mission Wealth Management
1039
Mission Wealth Management
California
$313K -$3.13K -20 -1%
Welch Group
1040
Welch Group
Alabama
$312K +$322K +2,056 New
Chilton Investment Company
1041
Chilton Investment Company
Connecticut
$311K -$24.9K -159 -7%
CB
1042
Community Bank
New York
$310K – – –
IA
1043
Insight Advisors
Pennsylvania
$308K +$61.1K +390 +24%
EW
1044
Evoke Wealth
California
$307K -$14.1K -90 -4%
V
1045
VeraBank
Texas
$307K -$6.26K -40 -2%
Ontario Teachers' Pension Plan Board
1046
Ontario Teachers' Pension Plan Board
Ontario, Canada
$306K +$315K +2,014 New
WA
1047
WealthTrust Axiom
Pennsylvania
$305K – – –
MFA
1048
Mayflower Financial Advisors
Massachusetts
$305K +$47.4K +303 +18%
MFC
1049
Mechanics Financial Corp
Ohio
$304K – – –
Prospera Financial Services
1050
Prospera Financial Services
Texas
$303K -$60.7K -388 -16%