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Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$7.37M +$280K +7,649 +4%
KIC
102
Keating Investment Counselors
Florida
$7.31M +$923K +25,201 +15%
SA
103
Sanctuary Advisors
Indiana
$7.12M -$2.57M -70,187 -28%
KCM
104
Kempner Capital Management
Texas
$7.09M
CYG
105
Clean Yield Group
Vermont
$6.94M -$767K -20,949 -10%
Wealth Enhancement Advisory Services
106
Wealth Enhancement Advisory Services
Minnesota
$6.92M +$140K +3,822 +2%
Charles Schwab
107
Charles Schwab
California
$6.63M +$1.63M +44,498 +35%
US Bancorp
108
US Bancorp
Minnesota
$6.62M +$347K +9,473 +6%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$6.42M +$934K +25,521 +18%
HCM
110
Hillman Capital Management
Maryland
$6.4M -$2.42M -66,008 -29%
HAI
111
Hennessy Advisors Inc
California
$6.34M +$1.43M +39,100 +31%
GC
112
Grimes & Company
Massachusetts
$6.06M +$602K +16,434 +12%
Mackenzie Financial
113
Mackenzie Financial
Ontario, Canada
$5.97M +$5.65M +154,205 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$5.86M -$85.7K -2,340 -2%
QCM
115
QRG Capital Management
Illinois
$5.68M -$390K -10,645 -7%
SCP
116
Stamos Capital Partners
California
$5.63M -$5.47M -149,441 -51%
SF
117
Synovus Financial
Georgia
$5.46M -$1.03M -28,055 -17%
OAM
118
Oppenheimer Asset Management
New York
$5.43M +$856K +23,369 +20%
EI
119
Ethic Inc
New York
$5.34M +$1.25M +34,185 +32%
Federated Hermes
120
Federated Hermes
Pennsylvania
$5.34M +$1.71M +46,715 +51%
FCI
121
Financial Counselors Inc
Kansas
$5.25M -$250K -6,823 -5%
Mariner
122
Mariner
Kansas
$5.12M +$553K +15,104 +13%
SFM
123
Sphera Funds Management
Israel
$5.04M
QCM
124
Quantinno Capital Management
New York
$4.95M +$768K +20,982 +20%
Mercer Global Advisors
125
Mercer Global Advisors
Colorado
$4.88M -$735K -20,084 -14%