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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
851
Live Oak Private Wealth
North Carolina
$7.16M -$91.2K -243 -1%
MCWS
852
McKinley Carter Wealth Services
West Virginia
$7.08M -$61.2K -163 -0.9%
PFS
853
Physicians Financial Services
North Carolina
$7.08M +$9.38K +25 +0.1%
BCM
854
Brasada Capital Management
Texas
$7.08M -$126K -337 -2%
PI
855
PFS Investments
Georgia
$7.06M -$127K -338 -2%
NFGCM
856
Norman Fields Gottscho Capital Management
New York
$7.02M
NA
857
Nottingham Advisors
New York
$7.02M -$454K -1,211 -6%
AAS
858
Avantax Advisory Services
Texas
$7.02M -$973K -2,594 -13%
GAM
859
Gotham Asset Management
New York
$7.02M -$104K -278 -2%
BC
860
Burney Company
Virginia
$6.99M +$5.13M +13,665 +333%
AWA
861
Aaron Wealth Advisors
Illinois
$6.98M +$82.9K +221 +1%
JEST
862
JTC Employer Solutions Trustee
Jersey
$6.98M
EF
863
Empowered Funds
Pennsylvania
$6.97M +$580K +1,545 +10%
EST
864
EA Series Trust
Pennsylvania
$6.97M +$6.65M +17,723 New
QCM
865
Quantinno Capital Management
New York
$6.96M +$922K +2,458 +16%
Kovitz Investment Group Partners
866
Kovitz Investment Group Partners
Illinois
$6.93M -$93.4K -249 -1%
SW
867
SVB Wealth
Massachusetts
$6.9M -$1.02M -2,720 -13%
HBT
868
Hills Bank & Trust
Iowa
$6.88M +$81.4K +217 +1%
IHL
869
Investment House LLC
California
$6.87M +$25.9K +69 +0.4%
PWG
870
Portside Wealth Group
Utah
$6.86M +$6.54M +17,441 New
WAC
871
William Allan Corp
Colorado
$6.85M -$43.2K -115 -0.7%
BTWM
872
Baker Tilly Wealth Management
Wisconsin
$6.84M -$303K -808 -4%
AG
873
Ascent Group
Virginia
$6.84M -$116K -309 -2%
PAM
874
Pegasus Asset Management
New York
$6.82M -$85.2K -227 -1%
TC
875
Trium Capital
United Kingdom
$6.81M -$738K -1,966 -10%