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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
1026
Royal Fund Management
Florida
$6.18M -$543K -4,213 -8%
FCBT
1027
First Citizens Bank & Trust
North Carolina
$6.16M -$128K -992 -2%
HSA
1028
HBK Sorce Advisory
Pennsylvania
$6.16M -$60.3K -468 -0.9%
PWP
1029
Perfromance Wealth Partners
Illinois
$6.15M +$235K +1,822 +4%
MAS
1030
Meeder Advisory Services
Ohio
$6.14M +$1.73M +13,459 +37%
CPC
1031
Consolidated Planning Corp
Georgia
$6.14M +$638K +4,955 +11%
HH
1032
Hilltop Holdings
Texas
$6.13M -$142K -1,100 -2%
PTC
1033
Private Trust Company
Ohio
$6.13M -$50.2K -390 -0.8%
LIM
1034
Letson Investment Management
Georgia
$6.1M +$85.1K +661 +1%
LC
1035
Legacy CG
Texas
$6.09M +$274K +2,127 +5%
PP
1036
Paloma Partners
Connecticut
$6.06M +$3.5M +27,150 +124%
RA
1037
RFG Advisory
Alabama
$6.03M +$1.38M +10,746 +28%
FIA
1038
Foundations Investment Advisors
Arizona
$6.03M +$115K +896 +2%
NHT
1039
New Hampshire Trust
New Hampshire
$6.02M +$19.7K +153 +0.3%
CBTWT
1040
Community Bank & Trust (Waco, Texas)
Texas
$6.01M -$29.4K -228 -0.5%
EM
1041
Excalibur Management
Massachusetts
$6.01M +$49.9K +387 +0.8%
IAN
1042
Integrated Advisors Network
Texas
$6.01M +$29.2K +227 +0.5%
SVWAG
1043
Sound View Wealth Advisors Group
Georgia
$6M +$14.3K +111 +0.2%
VSQM
1044
V-Square Quantitative Management
Illinois
$6M -$555K -4,306 -8%
BA
1045
Baugh & Associates
Georgia
$5.99M -$276K -2,142 -4%
AFG
1046
Albion Financial Group
Utah
$5.98M +$42.9K +333 +0.7%
SB
1047
Strategic Blueprint
Georgia
$5.95M -$35.3K -274 -0.6%
MCP
1048
Martin Capital Partners
Oregon
$5.95M -$2.24M -17,378 -27%
CF
1049
Covea Finance
France
$5.94M +$2.64M +20,500 +75%
HCM
1050
Hilton Capital Management
New York
$5.93M +$194K +1,504 +3%