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Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
876
FineMark National Bank & Trust
Florida
$694K -$92.6K -423 -12%
BIA
877
BHK Investment Advisors
Alabama
$690K +$43.8K +200 +7%
OFS
878
OneAscent Financial Services
Alabama
$688K -$14.2K -65 -2%
AAIM
879
Asset Advisors Investment Management
Georgia
$688K -$21.9K -100 -3%
KJHP
880
K.J. Harrison & Partners
Ontario, Canada
$686K – – –
DA
881
Doliver Advisors
Texas
$686K -$27.8K -127 -4%
CW
882
CreativeOne Wealth
Kansas
$685K +$2.41K +11 +0.4%
SLWA
883
San Luis Wealth Advisors
California
$685K +$660K +3,012 New
TFS
884
Thoroughbred Financial Services
Tennessee
$684K -$581K -2,653 -47%
CIA
885
Cladis Investment Advisory
Montana
$682K – – –
GRP
886
Global Retirement Partners
California
$682K +$657K +2,999 New
DFC
887
DB Fitzpatrick & Co
Idaho
$679K +$1.31K +6 +0.2%
Acadian Asset Management
888
Acadian Asset Management
Massachusetts
$679K -$192K -878 -23%
NL
889
Navalign LLC
California
$671K +$10.9K +50 +2%
SYBT
890
Stock Yards Bank & Trust
Kentucky
$667K -$35.3K -161 -5%
PWA
891
Prairie Wealth Advisors
Nebraska
$666K – – –
HCM
892
Howard Capital Management
Georgia
$666K +$358K +1,636 +128%
MCCA
893
Mill Creek Capital Advisors
Pennsylvania
$665K -$42.7K -195 -6%
PL
894
Perpetual Ltd
Australia
$663K -$35.5K -162 -5%
TCM
895
Triumph Capital Management
Colorado
$663K -$21.9K -100 -3%
SCA
896
St. Clair Advisors
Ohio
$661K – – –
TCM
897
Tang Capital Management
California
$657K -$67.7K -309 -10%
Wellington Management Group
898
Wellington Management Group
Massachusetts
$657K -$1.43M -6,512 -69%
MC
899
Moors & Cabot
Massachusetts
$654K +$246K +1,122 +64%
SHFA
900
SS&H Financial Advisors
Michigan
$654K – – –