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Name Holding Trade Value Shares
Change
Change in
Stake
NHT
1026
New Hampshire Trust
New Hampshire
$6.4M -$117K -950 -2%
GQG Partners
1027
GQG Partners
Florida
$6.39M +$1.42M +11,527 +31%
BA
1028
Baugh & Associates
Georgia
$6.39M +$42.9K +348 +0.7%
FTDI
1029
First Trust Direct Indexing
Massachusetts
$6.39M +$918K +7,445 +18%
SVWAG
1030
Sound View Wealth Advisors Group
Georgia
$6.38M -$359K -2,911 -6%
SB
1031
Strategic Blueprint
Georgia
$6.38M -$356K -2,891 -6%
MIM
1032
Martin Investment Management
Florida
$6.38M +$8.38K +68 +0.1%
IAN
1033
Integrated Advisors Network
Texas
$6.38M -$17.3K -140 -0.3%
OGC
1034
Oak Grove Capital
New Hampshire
$6.38M +$119K +964 +2%
GMA
1035
Glassy Mountain Advisors
Maryland
$6.36M -$70.3K -570 -1%
EM
1036
Excalibur Management
Massachusetts
$6.36M -$26.7K -217 -0.4%
TBA
1037
Tower Bridge Advisors
Pennsylvania
$6.35M -$61.5K -499 -1%
TNB
1038
Thomasville National Bank
Georgia
$6.34M -$171K -1,385 -3%
AFG
1039
Albion Financial Group
Utah
$6.32M -$28K -227 -0.5%
PWP
1040
Perfromance Wealth Partners
Illinois
$6.31M +$298K +2,414 +5%
FIA
1041
Foundations Investment Advisors
Arizona
$6.31M +$100K +814 +2%
LA
1042
Lifeworks Advisors
Michigan
$6.3M +$567K +4,604 +11%
CNBTD
1043
Citizens National Bank Trust Department
Mississippi
$6.3M +$16.3K +132 +0.3%
SCP
1044
Shorepoint Capital Partners
Massachusetts
$6.29M -$185K -1,497 -3%
FM
1045
Freemont Management
Switzerland
$6.29M -$1.81M -14,700 -24%
SAM
1046
Simplify Asset Management
Nevada
$6.29M +$3.14M +25,474 +115%
AC
1047
Abbrea Capital
California
$6.29M +$29K +235 +0.5%
LCM
1048
Legato Capital Management
California
$6.28M
BMA
1049
Brooks Moore & Associates
Tennessee
$6.27M -$6.04K -49 -0.1%
JWM
1050
Jackson Wealth Management
Florida
$6.27M +$200K +1,620 +4%