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Name Holding Trade Value Shares
Change
Change in
Stake
HPIA
801
Hamilton Point Investment Advisors
North Carolina
$1.97M -$311K -2,480 -14%
CFG
802
Citizens Financial Group
Rhode Island
$1.97M -$81.5K -650 -4%
EL
803
EMFO LLC
Florida
$1.96M -$84.7K -675 -4%
DT
804
Diversified Trust
Tennessee
$1.96M -$713K -5,685 -28%
BPC
805
Banque Pictet & Cie
Switzerland
$1.96M -$61.8K -493 -3%
AWC
806
Abundance Wealth Counselors
Pennsylvania
$1.96M +$1.84M +14,674 New
ZIC
807
ZWJ Investment Counsel
Georgia
$1.96M -$56.2K -448 -3%
PAMG
808
Patton Albertson Miller Group
Tennessee
$1.95M -$152K -1,215 -8%
LOAME
809
Lombard Odier Asset Management (Europe)
United Kingdom
$1.94M +$1.82M +14,541 New
CFA
810
Carroll Financial Associates
North Carolina
$1.94M +$160K +1,277 +10%
PCA
811
Personal Capital Advisors
California
$1.93M -$300K -2,393 -14%
AWA
812
Arete Wealth Advisors
Illinois
$1.93M +$638K +5,086 +56%
SFS
813
Sowell Financial Services
Arkansas
$1.93M +$42.5K +339 +2%
ZCM
814
Ziegler Capital Management
Illinois
$1.91M -$69.5K -554 -4%
QC
815
Quent Capital
New York
$1.91M +$1.79M +14,262 New
Federated Hermes
816
Federated Hermes
Pennsylvania
$1.9M -$181M -1,446,543 -99%
PFO
817
Pathstone Family Office
New Jersey
$1.9M -$914K -7,287 -34%
LWCFA
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.89M +$145K +1,156 +9%
VVP
819
Venture Visionary Partners
Ohio
$1.87M -$38.6K -308 -2%
TF
820
Tompkins Financial
New York
$1.87M -$102K -815 -6%
HI
821
Horizon Investments
North Carolina
$1.86M -$1.29M -10,283 -42%
GLA
822
Great Lakes Advisors
Illinois
$1.86M -$572K -4,559 -25%
SBL
823
Sargent Bickham Lagudis
Colorado
$1.86M -$50.7K -404 -3%
KA
824
Kovack Advisors
Florida
$1.86M +$165K +1,315 +10%
RWP
825
Ridgecrest Wealth Partners
California
$1.86M +$249K +1,983 +17%