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Name Holding Trade Value Shares
Change
Change in
Stake
VIPI
401
Vista Investment Partners II
Indiana
$2.77M +$2.66M +45,265 New
MGIA
402
Moneta Group Investment Advisors
Missouri
$2.72M -$1.2M -20,526 -32%
BG
403
Bahl & Gaynor
Ohio
$2.72M -$307K -5,240 -11%
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$2.71M +$10.9K +186 +0.4%
BFA
405
Benedict Financial Advisors
Georgia
$2.69M +$142K +2,427 +6%
BCI
406
Brinker Capital Investments
Pennsylvania
$2.68M +$139K +2,366 +6%
OPS
407
Orion Portfolio Solutions
Nebraska
$2.68M +$139K +2,366 +6%
AI
408
Atria Investments
North Carolina
$2.67M +$53.4K +910 +2%
IGAM
409
iA Global Asset Management
Quebec, Canada
$2.65M -$376K -6,412 -13%
BCWM
410
Bartlett & Co Wealth Management
Ohio
$2.65M -$78.8K -1,343 -3%
SWM
411
Spire Wealth Management
Virginia
$2.64M +$2.43M +41,434 +2,483%
AIM
412
Aigen Investment Management
New York
$2.63M +$1.82M +31,074 +262%
LTAS
413
Linden Thomas Advisory Services
North Carolina
$2.61M +$349K +5,944 +16%
FCI
414
Financial Counselors Inc
Kansas
$2.56M -$100K -1,711 -4%
HIMCH
415
Hartford Investment Management Co (HIMCO)
Connecticut
$2.51M -$46.5K -792 -2%
PI
416
Pettee Investors
Connecticut
$2.5M
JWCA
417
J.W. Coons Advisors
Ohio
$2.49M +$21.5K +366 +0.9%
OC
418
Oarsman Capital
Wisconsin
$2.48M +$127K +2,169 +6%
WP
419
Woodline Partners
California
$2.44M +$2.34M +39,973 New
HFM
420
Harvest Fund Management
China
$2.42M +$2.31M +39,316 +16,802%
WIS
421
Wright Investors Service
Connecticut
$2.4M +$15.4K +263 +0.7%
FI
422
Finivi Inc
Massachusetts
$2.4M +$112K +1,903 +5%
SC
423
Stolper & Co
Oklahoma
$2.33M +$21.1K +359 +1%
BWM
424
BCGM Wealth Management
Indiana
$2.31M +$21.2K +362 +1%
NGA
425
Naples Global Advisors
Florida
$2.31M -$17.5K -299 -0.8%