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Name Holding Trade Value Shares
Change 		Change in
Stake
DA
901
Denali Advisors
California
$8.23M -$94.1K -260 -1%
SIC
902
Salem Investment Counselors
North Carolina
$8.23M -$296K -818 -4%
HVIA
903
Hudson Valley Investment Advisors
New York
$8.23M -$276K -764 -3%
CFO
904
Callan Family Office
Pennsylvania
$8.21M +$4.62M +12,769 +133%
PIM
905
Plato Investment Management
Australia
$8.18M +$357K +987 +5%
KP
906
Keel Point
Alabama
$8.17M +$5.19M +14,354 +181%
FPAS
907
Focus Partners Advisor Solutions
Missouri
$8.1M -$537K -1,484 -6%
TCBWMS
908
Texas Capital Bank Wealth Management Services
Texas
$8.1M -$389K -1,076 -5%
PI
909
PFG Investments
New York
$8.1M +$4.34K +12 +0.1%
ZAM
910
Zevin Asset Management
Massachusetts
$8.09M +$208K +576 +3%
MSA
911
MUFG Securities Americas
New York
$8.08M +$1.61M +4,444 +25%
SAG
912
SageView Advisory Group
California
$8.06M +$273K +755 +4%
DWA
913
Douglass Winthrop Advisors
New York
$8.03M -$307K -848 -4%
GAM
914
Groupama Asset Management
France
$8.03M -$1.06M -2,939 -12%
SWM
915
Stockman Wealth Management
Montana
$8.01M +$194K +537 +3%
SIG
916
Sky Investment Group
Connecticut
$8.01M +$7.96K +22 +0.1%
FC
917
Fusion Capital
South Carolina
$7.98M +$311K +860 +4%
PKC
918
Palmer Knight Company
Florida
$7.96M +$38K +105 +0.5%
CRI
919
Commonwealth Retirement Investments
Virginia
$7.96M +$1.25M +3,455 +19%
CRB
920
Chad R. Baker
$7.9M – – –
HIP
921
Harrell Investment Partners
Texas
$7.9M +$267K +738 +4%
AAS
922
Annex Advisory Services
Wisconsin
$7.9M +$288K +796 +4%
GIA
923
Guyasuta Investment Advisors
Pennsylvania
$7.89M +$240K +663 +3%
CAM
924
Cozad Asset Management
Illinois
$7.89M -$155K -427 -2%
NAS
925
Nicolet Advisory Services
Wisconsin
$7.85M +$270K +747 +4%
35 36
37
38 39