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Name Holding Trade Value Shares
Change
Change in
Stake
Evergreen Capital Management
1476
Evergreen Capital Management
Washington
$1.42M -$223K -670 -14%
B
1477
Brightworth
Georgia
$1.41M +$51.2K +154 +4%
BFG
1478
Beacon Financial Group
Texas
$1.4M +$142K +427 +11%
AO
1479
Advisor OS
Illinois
$1.4M +$1.31M +3,932 New
MSFS
1480
Main Street Financial Solutions
Pennsylvania
$1.4M +$1.31M +3,931 New
MIM
1481
Merrion Investment Management
New Jersey
$1.4M +$1.3M +3,920 New
WCM
1482
Whitener Capital Management
North Carolina
$1.4M -$166K -500 -11%
V
1483
VeraBank
Texas
$1.4M -$44.9K -135 -3%
FAM
1484
Formidable Asset Management
Ohio
$1.39M – – –
BCAM
1485
Boston Common Asset Management
Massachusetts
$1.39M +$892K +2,682 +222%
Ritholtz Wealth Management
1486
Ritholtz Wealth Management
New York
$1.38M +$20K +60 +2%
BWAM
1487
Boyd Watterson Asset Management
Ohio
$1.37M -$101K -303 -7%
WC
1488
Westhampton Capital
North Carolina
$1.37M +$13.3K +40 +1%
TIA
1489
Trust Investment Advisors
Indiana
$1.37M -$37.3K -112 -3%
LP
1490
LGL Partners
Pennsylvania
$1.36M -$196K -589 -13%
AWCI
1491
Alpine Woods Capital Investors
New York
$1.36M +$621K +1,866 +96%
LSV Asset Management
1492
LSV Asset Management
Illinois
$1.36M -$200K -600 -14%
ESB
1493
Essex Savings Bank
Connecticut
$1.36M -$2K -6 -0.2%
SCA
1494
STALEY CAPITAL ADVISERS
Pennsylvania
$1.35M – – –
PCM
1495
Prelude Capital Management
New York
$1.35M -$1.83M -5,504 -59%
SAG
1496
Spotlight Asset Group
Illinois
$1.35M +$50.2K +151 +4%
MAM
1497
McCarthy Asset Management
California
$1.34M +$1.25M +3,769 New
First National Trust
1498
First National Trust
Pennsylvania
$1.33M +$7.65K +23 +0.6%
Azimuth Capital Management
1499
Azimuth Capital Management
Michigan
$1.33M – – –
TA
1500
TruWealth Advisors
Louisiana
$1.33M +$1.24M +3,718 New