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Name Holding Trade Value Shares
Change
Change in
Stake
SI
401
Stephens Inc
Arkansas
$303K -$17.1K -192 -6%
ECM
402
Everence Capital Management
Indiana
$302K – – –
RCA
403
Rowland Carmichael Advisors
Arizona
$300K – – –
BWA
404
BDO Wealth Advisors
Florida
$297K +$5.07K +57 +2%
OQS
405
Occudo Quantitative Strategies
Florida
$294K +$279K +3,140 New
ADMI
406
Albert D. Mason Inc
Massachusetts
$284K -$1.25K -14 -0.5%
SVWAG
407
Sound View Wealth Advisors Group
Georgia
$273K -$1.16K -13 -0.4%
CNAM
408
Campbell Newman Asset Management
Wisconsin
$266K -$506K -5,687 -67%
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$266K +$253K +2,843 New
CIC
410
Crawford Investment Counsel
Georgia
$262K -$193K -2,170 -44%
JIC
411
Johnson Investment Counsel
Ohio
$260K -$197K -2,212 -44%
Rockefeller Capital Management
412
Rockefeller Capital Management
New York
$259K +$21.2K +238 +9%
LIA
413
LS Investment Advisors
Michigan
$257K -$21.6K -243 -8%
BSW
414
Buckingham Strategic Wealth
Missouri
$256K +$243K +2,739 New
NA
415
NewEdge Advisors
Louisiana
$255K -$45.9K -516 -16%
Mercer Global Advisors
416
Mercer Global Advisors
Colorado
$251K +$12.1K +136 +5%
IA
417
IFG Advisory
Georgia
$250K -$2.58K -29 -1%
MWM
418
Meridian Wealth Management
Kentucky
$246K +$234K +2,630 New
ICM
419
IMS Capital Management
Oregon
$243K +$231K +2,600 New
POIA
420
Pin Oak Investment Advisors
Texas
$242K – – –
KAS
421
Kestra Advisory Services
Texas
$242K +$229K +2,573 New
DC
422
Davenport & Co
Virginia
$239K -$4.45K -50 -2%
NSIM
423
North Star Investment Management
Illinois
$238K +$2.04K +23 +0.9%
FC
424
FORA Capital
Florida
$238K +$140K +1,576 +163%
FNT
425
First Nebraska Trust
Nebraska
$237K – – –