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Name Holding Trade Value Shares
Change
Change in
Stake
Thompson Siegel & Walmsley
1101
Thompson Siegel & Walmsley
Virginia
$9.28M -$507K -15,280 -7%
CC
1102
Commons Capital
Massachusetts
$9.26M -$864K -26,010 -11%
OCM
1103
Orser Capital Management
Texas
$9.26M -$76.4K -2,300 -1%
DI
1104
Dalton Investments
Nevada
$9.18M – – –
Stock Yards Bank & Trust
1105
Stock Yards Bank & Trust
Kentucky
$9.17M -$1.97M -59,330 -21%
RIA
1106
Regal Investment Advisors
Michigan
$9.14M -$671K -20,200 -9%
Buckingham Strategic Wealth
1107
Buckingham Strategic Wealth
Missouri
$9.11M +$343K +10,340 +5%
TFA
1108
Teamwork Financial Advisors
Texas
$9.11M +$260K +7,830 +4%
PIA
1109
Perennial Investment Advisors
California
$9.11M +$916K +27,580 +15%
ADL
1110
Asset Dedication LLC
California
$9.09M +$50.8K +1,530 +0.7%
TAM
1111
Trikon Asset Management
Hong Kong
$9.09M +$7.14M +214,940 New
RWB
1112
RMR Wealth Builders
New Jersey
$9.09M -$13.6K -410 -0.2%
CG
1113
Cutler Group
California
$9.08M -$4.66M -140,270 -40%
TPM
1114
Triasima Portfolio Management
Quebec, Canada
$9.07M -$400K -12,050 -7%
LWANC
1115
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.07M -$377K -11,340 -5%
BCM
1116
BTC Capital Management
Iowa
$9.05M -$3.4M -102,490 -33%
SVCP
1117
Silicon Valley Capital Partners
California
$9.05M -$858K -25,830 -11%
MSFS
1118
Main Street Financial Solutions
Pennsylvania
$9.03M -$169K -5,100 -2%
CWM
1119
Cornerstone Wealth Management
Missouri
$9.03M +$2.21M +66,710 +45%
BBL
1120
Beck Bode LLC
Massachusetts
$9.02M +$7.12M +214,600 New
RDWM
1121
Red Door Wealth Management
Tennessee
$9.02M +$237K +7,140 +3%
HWAM
1122
Hennion & Walsh Asset Management
New Jersey
$9.01M -$110K -3,310 -2%
LBWM
1123
Left Brain Wealth Management
Illinois
$8.99M +$59.8K +1,800 +0.9%
AA
1124
Altrafin AG
$8.97M -$788K -23,720 -10%
Wilmington Savings Fund Society
1125
Wilmington Savings Fund Society
Delaware
$8.94M +$183K +5,520 +3%