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Name Holding Trade Value Shares
Change
Change in
Stake
NA
401
NewEdge Advisors
Louisiana
$14.1M +$246K +569 +2%
OAM
402
Oppenheimer Asset Management
New York
$14M -$5.34M -12,333 -29%
ECM
403
Everence Capital Management
Indiana
$13.7M – – –
NCM
404
Noesis Capital Mangement
Florida
$13.6M -$427K -985 -3%
CJFS
405
Coulter & Justus Financial Services
Tennessee
$13.6M +$12.7M +29,270 New
BCI
406
Brinker Capital Investments
Pennsylvania
$13.4M +$711K +1,641 +6%
OPS
407
Orion Portfolio Solutions
Nebraska
$13.4M +$711K +1,641 +6%
NIM
408
NEOS Investment Management
Connecticut
$13.4M +$8.98M +20,747 +256%
FIM
409
Fruth Investment Management
Texas
$13.3M -$14.3K -33 -0.1%
SAM
410
Securian Asset Management
Minnesota
$13.3M -$931K -2,150 -7%
WHRC
411
W.H. Reaves & Co
New Jersey
$13.2M -$3.06M -7,060 -20%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$12.9M +$1.55M +3,575 +15%
OSAM
413
O'Shaughnessy Asset Management
Connecticut
$12.8M +$1.76M +4,058 +17%
HIMC
414
Heritage Investors Management Corp
Maryland
$12.7M -$226K -522 -2%
SWM
415
Segment Wealth Management
Texas
$12.7M +$11.4M +26,287 +2,682%
SIG
416
Sky Investment Group
Connecticut
$12.6M -$78.8K -182 -0.7%
ECM
417
EagleClaw Capital Management
Massachusetts
$12.4M -$162K -375 -1%
SCI
418
S&CO Inc
Massachusetts
$12.4M -$86.6K -200 -0.7%
Lido Advisors
419
Lido Advisors
California
$12.3M -$879K -2,031 -7%
MCG
420
McCollum Christoferson Group
New York
$12.3M -$94.8K -219 -0.8%
SMI
421
Shelter Mutual Insurance
Missouri
$12.3M – – –
CC
422
Chicago Capital
Illinois
$12.1M +$4.87M +11,249 +75%
MMA
423
Mizuho Markets Americas
New York
$12.1M +$5.9M +13,615 +109%
VVP
424
Venture Visionary Partners
Ohio
$12.1M +$161K +372 +1%
HWM
425
Heirloom Wealth Management
Colorado
$12.1M -$229K -528 -2%