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Name Holding Trade Value Shares
Change
Change in
Stake
APP
801
Avantax Planning Partners
Iowa
$1.17M +$13.8K +32 +1%
EWM
802
Elmwood Wealth Management
California
$1.16M +$13K +30 +1%
EC
803
EJF Capital
Virginia
$1.16M +$1.3M +3,000 New
KOCAA
804
Knights of Columbus Asset Advisors
Connecticut
$1.15M +$143K +331 +13%
CCFCSB
805
Cape Cod Five Cents Savings Bank
Massachusetts
$1.14M -$49.7K -115 -4%
VWM
806
Venturi Wealth Management
Texas
$1.14M +$135K +312 +12%
Cetera Investment Advisers
807
Cetera Investment Advisers
Illinois
$1.14M -$88.1K -204 -6%
ECA
808
Elevated Capital Advisors
Utah
$1.14M +$1.27M +2,943 New
SBIA
809
Sheaff Brock Investment Advisors
Indiana
$1.13M +$2.16K +5 +0.2%
MNBTD
810
Moody National Bank Trust Division
Texas
$1.13M
SS
811
Sunbelt Securities
Texas
$1.11M +$365K +844 +42%
BCFD
812
Boit C.F. David
$1.1M +$1.23M +2,850 New
CIA
813
Capital Investment Advisors
Georgia
$1.1M -$35.4K -82 -3%
SI
814
Scharf Investments
California
$1.1M -$23.8K -55 -2%
RWA
815
Ropes Wealth Advisors
Massachusetts
$1.09M
OPA
816
Old Port Advisors
Maine
$1.08M +$2.16K +5 +0.2%
MYIA
817
Mount Yale Investment Advisors
Colorado
$1.07M -$400K -925 -25%
CI
818
Cavalier Investments
Georgia
$1.07M -$282K -652 -19%
JCM
819
Jag Capital Management
Missouri
$1.06M -$104K -240 -8%
AO
820
Advisor OS
Illinois
$1.06M -$200K -463 -15%
EAM
821
Eagle Asset Management
Florida
$1.05M +$1.18M +2,722 New
MG
822
Markel Group
Virginia
$1.05M
FMAEN1
823
Fund Management at Engine No 1
California
$1.05M -$61.8K -143 -5%
HBT
824
Heartland Bank & Trust
Illinois
$1.04M +$165K +381 +16%
APG
825
Abacus Planning Group
South Carolina
$1.04M