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Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sanctuary Advisors
Indiana
$11.5M -$1.15M -21,208 -9%
TI
102
Tidal Investments
Wisconsin
$11.5M +$8.8M +162,332 +336%
AR
103
Advisory Research
Illinois
$11.3M -$6.48M -119,556 -37%
ACM
104
Altrius Capital Management
North Carolina
$10.7M -$207K -3,827 -2%
EPAM
105
Euro Pacific Asset Management
Puerto Rico
$10.1M -$139K -2,559 -1%
GC
106
Grimes & Company
Massachusetts
$10.1M -$176K -3,253 -2%
BB
107
Bell Bank
North Dakota
$10.1M -$107K -1,972 -1%
Cerity Partners
108
Cerity Partners
New York
$10M +$13.8K +254 +0.1%
QCM
109
QRG Capital Management
Illinois
$9.82M +$1.81M +33,462 +23%
VWA
110
Visionary Wealth Advisors
Illinois
$9.69M -$1.82M -33,612 -16%
KIC
111
Keating Investment Counselors
Florida
$9.67M -$268K -4,941 -3%
Federated Hermes
112
Federated Hermes
Pennsylvania
$9.33M -$145M -2,674,401 -94%
EI
113
Ethic Inc
New York
$9.19M -$87.6K -1,617 -1%
MML Investors Services
114
MML Investors Services
Massachusetts
$9.18M -$7.33M -135,208 -45%
RSWM
115
Robertson Stephens Wealth Management
California
$9.14M +$136K +2,504 +2%
CYG
116
Clean Yield Group
Vermont
$8.94M +$33.7K +621 +0.4%
HFS
117
Hantz Financial Services
Michigan
$8.89M +$546K +10,073 +7%
KBG
118
Kahn Brothers Group
New York
$8.88M -$960K -17,714 -10%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$8.6M -$272K -5,023 -3%
NAMI
120
Nomura Asset Management International
Pennsylvania
$8.59M +$3.18M +58,601 +60%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$8.5M -$85.2K -1,572 -1%
HC
122
Hourglass Capital
Texas
$7.96M +$315K +5,804 +4%
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$7.92M -$1.52M -28,031 -16%
PFPG
124
Pinnacle Financial Partners (Georgia)
Georgia
$7.76M -$71.9K -1,327 -0.9%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$7.11M +$680K +12,547 +11%