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Name Holding Trade Value Shares
Change
Change in
Stake
FCP
1051
Fidelis Capital Partners
Florida
$657K +$44.2K +101 +8%
NFA
1052
Northern Financial Advisors
Michigan
$656K -$8.32K -19 -1%
HFG
1053
Heron Financial Group
New York
$656K +$12.3K +28 +2%
VI
1054
Versor Investments
New York
$656K +$627K +1,431 New
GLA
1055
Great Lakes Advisors
Illinois
$648K +$92K +210 +17%
HCM
1056
Howland Capital Management
Massachusetts
$648K -$3.5K -8 -0.6%
BL
1057
Balentine LLC
Georgia
$647K +$207K +472 +50%
CA
1058
Claro Advisors
Massachusetts
$647K -$23.2K -53 -4%
Westfield Capital Management
1059
Westfield Capital Management
Massachusetts
$646K
AA
1060
Ancora Advisors
Ohio
$645K +$2.19K +5 +0.4%
AWA
1061
Arkadios Wealth Advisors
Georgia
$644K +$183K +419 +42%
UAS
1062
United Asset Strategies
New York
$642K +$614K +1,401 New
TW
1063
TrinityPoint Wealth
Connecticut
$642K +$7.45K +17 +1%
NFG
1064
Nations Financial Group
Iowa
$637K +$33.3K +76 +6%
KPWS
1065
Kestra Private Wealth Services
Texas
$635K -$3.94K -9 -0.6%
ACL
1066
Applied Capital LLC
Florida
$633K +$4.38K +10 +0.7%
PT
1067
Plimoth Trust
Massachusetts
$632K -$72.3K -165 -11%
CCA
1068
Conestoga Capital Advisors
Pennsylvania
$632K
DCM
1069
DGS Capital Management
New Jersey
$630K -$25.8K -59 -4%
EB
1070
Eastern Bank
Massachusetts
$624K
GWM
1071
Geneos Wealth Management
Colorado
$621K +$431K +985 +267%
WP
1072
Waycross Partners
Kentucky
$619K -$307K -700 -34%
MIA
1073
MMBG Investment Advisors
Florida
$618K
ACM
1074
Advisors Capital Management
New Jersey
$615K -$2.63K -6 -0.4%
CBTWT
1075
Community Bank & Trust (Waco, Texas)
Texas
$615K +$56.5K +129 +11%