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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
1026
Leavell Investment Management
Alabama
$4.26M – – –
HCM
1027
Huber Capital Management
California
$4.26M – – –
LFAS
1028
Level Four Advisory Services
Texas
$4.25M -$2.13M -5,933 -33%
CA
1029
Cullinan Associates
Kentucky
$4.23M +$737K +2,050 +21%
SFFS
1030
Stonehage Fleming Financial Services
Jersey
$4.22M – – –
1SB
1031
1ST Source Bank
Indiana
$4.21M +$7.91K +22 +0.2%
OIS
1032
Okabena Investment Services
Minnesota
$4.17M +$2.7M +7,503 +179%
VCA
1033
Verdence Capital Advisors
Maryland
$4.17M +$343K +953 +9%
MAM
1034
Meeder Asset Management
Ohio
$4.16M +$1.17M +3,241 +39%
MCM
1035
McDonough Capital Management
Florida
$4.16M +$97.4K +271 +2%
FWM
1036
Frontier Wealth Management
Missouri
$4.16M +$912K +2,536 +27%
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$4.16M +$495K +1,377 +13%
WAM
1038
Watershed Asset Management
California
$4.14M – – –
KNW
1039
Kesler Norman & Wride
Utah
$4.13M +$147K +408 +4%
AAMA
1040
Advanced Asset Management Advisors
Ohio
$4.11M – – –
CGL
1041
Clarius Group LLC
Washington
$4.1M – – –
NFC
1042
Northeast Financial Consultants
Connecticut
$4.09M +$1.34M +3,741 +49%
FCI
1043
Financial Counselors Inc
Kansas
$4.07M +$522K +1,453 +15%
Capstone Investment Advisors
1044
Capstone Investment Advisors
New York
$4.06M +$1.46M +4,070 +56%
CPIG
1045
Chicago Partners Investment Group
Illinois
$4.05M +$421K +1,171 +11%
MFS
1046
Monetta Financial Services
Illinois
$4.04M – – –
ATPW
1047
Ashton Thomas Private Wealth
Arizona
$4.01M +$193K +537 +5%
CW
1048
CreativeOne Wealth
Kansas
$4M +$241K +670 +6%
MGM
1049
Miura Global Management
New York
$4M +$4.03M +11,200 New
EB
1050
Eastern Bank
Massachusetts
$4M -$30.9K -86 -0.8%