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Name Holding Trade Value Shares
Change
Change in
Stake
PF
601
Phoenix Financial
Israel
$7.9M -$342K -676 -4%
CCM
602
Coldstream Capital Management
Washington
$7.79M +$345K +681 +5%
CIA
603
Concurrent Investment Advisors
Florida
$7.77M +$1.72M +3,392 +29%
HCM
604
Howard Capital Management
Georgia
$7.77M +$4.17M +8,238 +122%
NRS
605
Neville Rodie & Shaw
New York
$7.72M +$369K +728 +5%
AG
606
Ascent Group
Virginia
$7.71M +$275K +542 +4%
PCIA
607
Prime Capital Investment Advisors
Kansas
$7.7M +$5.67M +11,200 +308%
LA
608
Lifeworks Advisors
Michigan
$7.67M +$1.2M +2,370 +19%
VAS
609
Vestmark Advisory Solutions
Massachusetts
$7.53M +$39K +77 +0.5%
PIM
610
Penobscot Investment Management
Massachusetts
$7.53M +$410K +810 +6%
PGAM
611
Princeton Global Asset Management
New Jersey
$7.49M +$64.8K +128 +0.9%
OCM
612
Obion Capital Management
Florida
$7.43M +$1.29M +2,550 +22%
JSA
613
Jacobson & Schmitt Advisors
Wisconsin
$7.4M +$7.22M +14,259 New
FC
614
Fulcrum Capital
Washington
$7.39M -$363K -716 -5%
SCA
615
Stokes Capital Advisors
South Carolina
$7.35M -$511K -1,008 -7%
SWASL
616
Spartan Wealth Advisory Services LLC
Michigan
$7.23M +$356K +703 +5%
PMWMG
617
Parr McKnight Wealth Management Group
Minnesota
$7.23M +$1.9M +3,760 +37%
EI
618
Ethic Inc
New York
$7.23M +$901K +1,779 +15%
MSA
619
MUFG Securities Americas
New York
$7.23M +$511K +1,008 +8%
CG
620
Corundum Group
Colorado
$7.22M -$988K -1,950 -12%
KIA
621
KCM Investment Advisors
California
$7.21M -$112K -222 -2%
BIM
622
Brentview Investment Management
Illinois
$7.17M +$176K +347 +3%
FCH
623
Freestone Capital Holdings
Washington
$7.16M -$371K -733 -5%
PMIA
624
Patrick Mauro Investment Advisor
Illinois
$7.15M -$319K -630 -4%
NDSIB
625
North Dakota State Investment Board
North Dakota
$7.05M -$6.08K -12 -0.1%