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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
551
Wescott Financial Advisory Group
Pennsylvania
$15M -$1.26M -13,382 -9%
CA
552
Cornerstone Advisors
North Carolina
$15M
BRCM
553
Bright Rock Capital Management
Massachusetts
$14.9M
SC
554
Saturna Capital
Washington
$14.8M -$387K -4,123 -3%
AWA
555
Arkadios Wealth Advisors
Georgia
$14.8M +$5.73M +61,036 +76%
IEFM
556
IQ EQ Fund Management
Ireland
$14.8M -$1.8M -19,153 -12%
RGC
557
Redwood Grove Capital
California
$14.7M -$629K -6,700 -5%
FVWA
558
Foster Victor Wealth Advisors
South Carolina
$14.7M +$448K +4,772 +4%
LSA
559
Leonteq Securities AG
Switzerland
$14.6M -$656K -6,993 -5%
SF
560
Summit Financial
New Jersey
$14.6M +$1.65M +17,528 +15%
EGA
561
Eagle Global Advisors
Texas
$14.6M -$140K -1,487 -1%
WAS
562
Wesleyan Assurance Society
United Kingdom
$14.6M +$188K +2,000 +1%
Dodge & Cox
563
Dodge & Cox
California
$14.5M -$1.51M -16,070 -10%
BSL
564
Blue Sparrow LLC
Delaware
$14.5M +$12.9M +137,700 New
MGP
565
Metis Global Partners
California
$14.5M -$466K -4,967 -3%
JC
566
JB Capital
Connecticut
$14.4M +$878K +9,354 +7%
QI
567
QV Investors
Alberta, Canada
$14.4M -$380K -4,050 -3%
ASN
568
Advisory Services Network
Georgia
$14.4M +$1.73M +18,462 +16%
ACIM
569
Azimuth Capital Investment Management
Michigan
$14.3M -$156K -1,659 -1%
BWS
570
Buck Wealth Strategies
Colorado
$14.3M +$604K +6,431 +5%
SIM
571
Stratos Investment Management
Ohio
$14.2M +$653K +6,952 +5%
TS
572
Triglav Skladi
Slovenia
$14.2M +$64.9K +691 +0.5%
DMC
573
Drexel Morgan & Co
Pennsylvania
$13.9M
BG
574
Bollard Group
Massachusetts
$13.9M -$3.88M -41,293 -24%
NCM
575
Noesis Capital Mangement
Florida
$13.9M +$271K +2,882 +2%