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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1701
Capstone Financial Advisors
Illinois
$1.17M -$106K -1,774 -9%
ACA
1702
Anchor Capital Advisors
Massachusetts
$1.17M -$82.5K -1,385 -7%
DI
1703
DAGCO Inc
Ohio
$1.16M -$41.3K -693 -4%
BL
1704
Balentine LLC
Georgia
$1.16M +$148K +2,482 +16%
CI
1705
Cordant Inc
Oregon
$1.16M +$628K +10,545 +138%
NAMP
1706
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.16M -$59.6K -1,000 -5%
1WA
1707
180 Wealth Advisors
Washington
$1.15M -$359K -6,022 -23%
WA
1708
WESPAC Advisors
California
$1.15M -$266K -4,464 -20%
BDFN
1709
Bond & Devick Financial Network
Minnesota
$1.15M +$179 +3 +0%
BI
1710
Ballast Inc
Kentucky
$1.15M +$208K +3,489 +24%
ATWA
1711
Arbor Trust Wealth Advisors
Michigan
$1.15M
AFA
1712
Abacus FCF Advisors
Florida
$1.14M +$1.05M +17,605 New
EWA
1713
Encompass Wealth Advisors
Oregon
$1.14M -$156K -2,623 -12%
GC
1714
Garde Capital
Washington
$1.14M -$338K -5,675 -24%
JFL
1715
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.13M -$672K -11,275 -39%
RAM
1716
Roanoke Asset Management
New Jersey
$1.13M -$23.8K -400 -2%
TIM
1717
Thompson Investment Management
Wisconsin
$1.13M -$68.7K -1,152 -6%
LSPW
1718
Lake Street Private Wealth
Illinois
$1.13M -$29.5K -495 -3%
MA
1719
MONECO Advisors
Connecticut
$1.13M +$231K +3,878 +28%
WDG
1720
Wealth Dimensions Group
Ohio
$1.13M +$2.03K +34 +0.2%
CAS
1721
Cascadia Advisory Services
Oregon
$1.12M +$1.05M +17,536 New
EML
1722
Eos Management LP
New York
$1.12M +$1.04M +17,434 New
OTPPB
1723
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.11M -$1.77M -29,736 -63%
MFG
1724
Merit Financial Group
Georgia
$1.11M +$542K +9,089 +110%
WA
1725
Waddell & Associates
Tennessee
$1.11M +$177K +2,971 +21%