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Name Holding Trade Value Shares
Change
Change in
Stake
Buckingham Strategic Wealth
501
Buckingham Strategic Wealth
Missouri
$962K -$286 -4 -0%
GFP
502
Gryphon Financial Partners
Ohio
$961K -$20.7K -290 -2%
RFG Advisory
503
RFG Advisory
Alabama
$950K +$113K +1,576 +14%
NP
504
Ninepoint Partners
Ontario, Canada
$947K -$139K -1,942 -13%
Canada Pension Plan Investment Board
505
Canada Pension Plan Investment Board
Ontario, Canada
$913K +$412K +5,764 +92%
IFP Advisors
506
IFP Advisors
Florida
$910K +$36.8K +515 +4%
Ameritas Investment Partners
507
Ameritas Investment Partners
Nebraska
$908K +$71 +1 +0%
MAFM
508
Mid Atlantic Financial Management
Pennsylvania
$904K +$129K +1,807 +18%
OI
509
Oakbrook Investments
Illinois
$893K -$429K -6,000 -34%
MML Investors Services
510
MML Investors Services
Massachusetts
$889K -$879K -12,300 -51%
CT
511
Coastline Trust
Rhode Island
$889K +$7.86K +110 +0.9%
WesBanco Bank
512
WesBanco Bank
West Virginia
$886K – – –
BOH
513
Bank of Hawaii
Hawaii
$884K -$61.5K -860 -7%
Simplicity Solutions
514
Simplicity Solutions
Minnesota
$883K +$363K +5,072 +77%
PM
515
Penbrook Management
New York
$882K – – –
Csenge Advisory Group
516
Csenge Advisory Group
Florida
$876K -$4.36K -61 -0.5%
SLF
517
Sun Life Financial
Ontario, Canada
$874K -$462K -6,457 -36%
Carnegie Investment Counsel
518
Carnegie Investment Counsel
Ohio
$865K +$474K +6,625 +138%
QSS
519
Quantitative Systematic Strategies
Florida
$861K +$438K +6,124 +116%
Meridian Wealth Management
520
Meridian Wealth Management
Kentucky
$857K -$5.72K -80 -0.7%
RCA
521
Rowland Carmichael Advisors
Arizona
$855K +$14K +196 +2%
AMIM
522
Aull & Monroe Investment Management
Alabama
$851K – – –
Pacer Advisors
523
Pacer Advisors
Pennsylvania
$841K -$2.29M -31,987 -74%
Orion Portfolio Solutions
524
Orion Portfolio Solutions
Nebraska
$836K +$789K +11,043 New
Douglass Winthrop Advisors
525
Douglass Winthrop Advisors
New York
$832K – – –