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Name Holding Trade Value Shares
Change
Change in
Stake
VFPI
951
Vantage Financial Partners (Illinois)
Illinois
$1.31M -$127K -1,103 -9%
JWM
952
Jackson Wealth Management
Florida
$1.31M
EI
953
Ethic Inc
New York
$1.3M +$113K +975 +10%
WW
954
Waterfront Wealth
Kansas
$1.3M +$1.25M +10,811 New
LWAM
955
Legacy Wealth Asset Management
Minnesota
$1.3M +$1.25M +10,801 New
AA
956
Ancora Advisors
Ohio
$1.29M -$284K -2,460 -19%
KWM
957
Kingsview Wealth Management
Oregon
$1.29M +$149K +1,292 +14%
DPIM
958
Duff & Phelps Investment Management
Illinois
$1.29M -$12K -104 -1%
BP
959
Ballentine Partners
Massachusetts
$1.29M +$10.3K +89 +0.8%
PIM
960
Penobscot Investment Management
Massachusetts
$1.29M +$4.04K +35 +0.3%
GIA
961
Gateway Investment Advisers
Ohio
$1.29M -$51.3K -444 -4%
TA
962
Townsend & Associates
Colorado
$1.28M -$111K -962 -8%
HSA
963
Hussman Strategic Advisors
Maryland
$1.28M +$616K +5,334 +100%
DE
964
Day & Ennis
Georgia
$1.28M -$14.3K -124 -1%
GIM
965
Guardian Investment Management
California
$1.28M -$231 -2 -0%
AWE
966
Avidian Wealth Enterprises
Texas
$1.28M +$41.1K +356 +3%
NDSI
967
Newman Dignan & Sheerar Inc
Rhode Island
$1.28M +$20.8K +180 +2%
IBOK
968
Independence Bank of Kentucky
Kentucky
$1.27M -$153K -1,323 -11%
WAM
969
Westport Asset Management
Connecticut
$1.26M
OEP
970
Ocean Endowment Partners
Illinois
$1.26M +$45.9K +397 +3%
CHC
971
City Holding Co
West Virginia
$1.26M -$2.33M -20,156 -66%
ADL
972
Asset Dedication LLC
California
$1.26M +$24K +208 +2%
DWM
973
Doyle Wealth Management
Florida
$1.25M +$53.4K +462 +5%
ET
974
Equitable Trust
Tennessee
$1.25M -$7.4K -64 -0.6%
VVP
975
Venture Visionary Partners
Ohio
$1.24M +$760K +6,578 +175%