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Name Holding Trade Value Shares
Change
Change in
Stake
BRCM
451
Bright Rock Capital Management
Massachusetts
$3.15M
STA
452
Summit Trail Advisors
New York
$3.15M +$373K +4,525 +15%
UCFA
453
United Capital Financial Advisors
Texas
$3.14M +$353K +4,283 +14%
CST
454
Charles Schwab Trust
Nevada
$3.13M
CM
455
Castleark Management
Illinois
$3.11M +$718K +8,720 +34%
RA
456
RFG Advisory
Alabama
$3.11M +$323K +3,927 +13%
GT
457
Glenview Trust
Kentucky
$3.09M +$652K +7,924 +30%
AWM
458
Abound Wealth Management
Tennessee
$3.09M +$74.5K +905 +3%
BWM
459
BNC Wealth Management
Oregon
$3.09M +$2.81M +34,132 New
AI
460
Atria Investments
North Carolina
$3.07M -$522K -6,346 -16%
NFG
461
Nations Financial Group
Iowa
$3.03M -$16.3K -198 -0.6%
VIP
462
Vista Investment Partners
Oklahoma
$3.03M +$807K +9,804 +41%
PMG
463
Private Management Group
California
$3.01M -$2.63K -32 -0.1%
CAM
464
Carret Asset Management
New York
$2.98M -$16.5K -200 -0.6%
II
465
Inspire Investing
Idaho
$2.97M +$2.23M +27,036 +467%
CGH
466
Crossmark Global Holdings
Texas
$2.97M +$29.5K +358 +1%
AF
467
Advisornet Financial
Minnesota
$2.96M -$5.52K -67 -0.2%
TPWM
468
Twelve Points Wealth Management
Massachusetts
$2.95M +$169K +2,049 +7%
SF
469
Summit Financial
New Jersey
$2.95M +$165K +1,998 +7%
CFA
470
Camarda Financial Advisors
Florida
$2.94M +$2.68M +32,561 New
EH
471
Equitable Holdings
New York
$2.92M +$210K +2,554 +7%
SMC
472
Smith, Moore & Co
Missouri
$2.92M +$372K +4,520 +16%
LSERS
473
Louisiana State Employees Retirement System
Louisiana
$2.9M
CGPCS
474
Capital Group Private Client Services
California
$2.89M +$58.5K +711 +2%
EAM
475
Evanson Asset Management
California
$2.89M -$113K -1,371 -4%