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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
301
Beacon Pointe Advisors
California
$4.25M +$1.73M +7,723 +57%
OC
302
Oppenheimer & Co
New York
$4.24M +$666K +2,975 +16%
AWCI
303
Alpine Woods Capital Investors
New York
$4.22M +$4.72M +21,085 New
SMDAM
304
Sumitomo Mitsui DS Asset Management
Japan
$4.19M +$263K +1,173 +6%
SWM
305
Spire Wealth Management
Virginia
$4.18M -$2.09M -9,327 -31%
DIP
306
DT Investment Partners
Pennsylvania
$4.14M – – –
AI
307
Atria Investments
North Carolina
$4.13M +$179K +800 +4%
RB
308
Rodgers Brothers
Pennsylvania
$4.13M +$1.12M +4,990 +32%
AWM
309
Axxcess Wealth Management
California
$4.1M +$862K +3,850 +23%
ANTB
310
AMG National Trust Bank
Colorado
$4.09M -$448 -2 -0%
BBL
311
Beck Bode LLC
Massachusetts
$4.05M +$660K +2,949 +17%
BRCM
312
Bright Rock Capital Management
Massachusetts
$4M – – –
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$3.99M -$24.2K -108 -0.5%
FGA
314
Fortis Group Advisors
New Jersey
$3.9M -$1.99M -8,873 -36%
EW
315
Evexia Wealth
Wisconsin
$3.89M +$1.03M +4,580 +30%
BST
316
Bath Savings Trust
Maine
$3.78M +$226K +1,009 +6%
IMCOOI
317
Investment Management Corp of Ontario (IMCO)
Canada
$3.77M +$1.28M +5,706 +43%
DCM
318
Donaldson Capital Management
Indiana
$3.76M +$3.12M +13,957 +288%
Mercer Global Advisors
319
Mercer Global Advisors
Colorado
$3.75M -$397K -1,773 -9%
AT
320
American Trust
Kentucky
$3.73M +$460K +2,056 +12%
MML Investors Services
321
MML Investors Services
Massachusetts
$3.71M +$313K +1,398 +8%
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$3.68M -$2.27M -10,119 -36%
KAS
323
Kestra Advisory Services
Texas
$3.66M +$1.39M +6,203 +51%
CWM
324
C2C Wealth Management
Arizona
$3.65M – – –
BCM
325
Bridgeway Capital Management
Texas
$3.62M -$4.35M -19,450 -52%