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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1051
Harbor Capital Advisors
Illinois
$1.21M +$3.44K +37 +0.2%
DRD
1052
Dennis R. Delaney
$1.21M -$581K -6,256 -28%
QWP
1053
Quotient Wealth Partners
Texas
$1.2M -$1.29M -13,911 -47%
UB
1054
Umpqua Bank
Oregon
$1.2M +$106K +1,136 +8%
SFS
1055
Sowell Financial Services
Arkansas
$1.2M -$23.1K -249 -2%
V
1056
VeraBank
Texas
$1.2M -$2.79K -30 -0.2%
PHIC
1057
Pine Haven Investment Counsel
Massachusetts
$1.19M +$37.4K +402 +3%
DAS
1058
Dynamic Advisor Solutions
Arizona
$1.19M -$398K -4,285 -21%
VBCG
1059
Valley Brook Capital Group
Pennsylvania
$1.19M – – –
UBG
1060
United Bank (Georgia)
Georgia
$1.19M +$32.1K +345 +2%
BC
1061
Broadwater Capital
Massachusetts
$1.19M – – –
NIA
1062
NIA Impact Advisors
California
$1.18M +$46.5K +500 +3%
SIA
1063
Schechter Investment Advisors
Michigan
$1.18M +$431K +4,639 +42%
NFA
1064
Northern Financial Advisors
Michigan
$1.18M +$742K +7,982 +105%
OIA
1065
OneDigital Investment Advisors
Kansas
$1.17M +$451K +4,855 +45%
PFS
1066
Physicians Financial Services
North Carolina
$1.16M -$69.7K -750 -5%
GCM
1067
Galibier Capital Management
Ontario, Canada
$1.16M +$1.39M +15,000 +3,750%
CW
1068
Channel Wealth
California
$1.15M -$24.8K -267 -2%
AG
1069
AIA Group
Hong Kong
$1.15M – – –
MC
1070
Moors & Cabot
Massachusetts
$1.15M -$1.1M -11,825 -44%
PAM
1071
Panagora Asset Management
Massachusetts
$1.15M -$386K -4,155 -21%
DBIA
1072
Dumont & Blake Investment Advisors
New Jersey
$1.15M +$702K +7,558 +98%
FRA
1073
Frank Rimerman Advisors
California
$1.15M +$1.39M +14,925 +4,942%
BEAM
1074
Baker Ellis Asset Management
Washington
$1.15M +$208K +2,235 +17%
STAS
1075
Strong Tower Advisory Services
Minnesota
$1.15M +$269K +2,898 +24%
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