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Name Holding Trade Value Shares
Change
Change in
Stake
OA
126
Oxbow Advisors
Texas
$7M +$6.66M +142,798 New
PFPG
127
Pinnacle Financial Partners (Georgia)
Georgia
$6.96M +$6.62M +141,957 New
HC
128
Hourglass Capital
Texas
$6.79M +$329K +7,046 +5%
BCI
129
Brinker Capital Investments
Pennsylvania
$6.67M +$510K +10,940 +9%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$6.51M -$1.16M -24,912 -16%
PPF
131
PFA Pension Forsikringsaktieselskab
$6.38M +$6.04M +129,513 New
Credit Agricole
132
Credit Agricole
France
$6.3M +$5.99M +128,477 New
MT
133
Midwest Trust
Kansas
$6.26M +$9.33K +200 +0.2%
GHAM
134
Gilman Hill Asset Management
Connecticut
$6.22M +$165K +3,540 +3%
NIA
135
NIA Impact Advisors
California
$6.21M +$766K +16,432 +15%
HighTower Advisors
136
HighTower Advisors
Illinois
$6.02M -$7.75M -166,175 -58%
SFM
137
Sphera Funds Management
Israel
$5.98M
SCP
138
Stamos Capital Partners
California
$5.89M -$795K -17,051 -12%
VAS
139
Vestmark Advisory Solutions
Massachusetts
$5.88M +$2.72M +58,354 +95%
PMG
140
ProVise Management Group
Florida
$5.88M +$21.5K +462 +0.4%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$5.87M -$316K -6,776 -5%
WLPWM
142
Walled Lake Planning & Wealth Management
Illinois
$5.84M +$7.97K +171 +0.1%
AC
143
Arjuna Capital
North Carolina
$5.82M -$1.73K -37 -0%
SP
144
Stablepoint Partners
Massachusetts
$5.81M -$5.41K -116 -0.1%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$5.7M +$1.83M +39,140 +51%
LCM
146
Logan Capital Management
Pennsylvania
$5.64M +$489K +10,490 +10%
HCM
147
Hillman Capital Management
Maryland
$5.61M -$1.28M -27,443 -19%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$5.32M -$704K -15,085 -12%
ZBNA
149
Zions Bancorporation, National Association
Utah
$5.29M -$1.18M -25,269 -19%
AWA
150
Arkadios Wealth Advisors
Georgia
$5.27M +$1.86M +39,863 +59%