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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
526
Xcel Wealth Management
Florida
$7.71M +$83.2K +3,021 +1%
BL
527
BFSG LLC
California
$7.7M +$3.29M +119,447 +77%
CB
528
Cadence Bank
Mississippi
$7.7M +$140K +5,079 +2%
Westfield Capital Management
529
Westfield Capital Management
Massachusetts
$7.7M +$575K +20,888 +8%
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$7.69M -$85.2K -3,093 -1%
CTC (Chicago Trading Company)
531
CTC (Chicago Trading Company)
Illinois
$7.64M -$3.35M -121,813 -31%
RWP
532
RWA Wealth Partners
Massachusetts
$7.61M -$404K -14,686 -5%
BFS
533
Bradley Foster & Sargent
Connecticut
$7.59M +$231K +8,375 +3%
SFA
534
Sequoia Financial Advisors
Ohio
$7.58M -$118K -4,293 -2%
Kovitz Investment Group Partners
535
Kovitz Investment Group Partners
Illinois
$7.58M +$2.93M +106,378 +65%
OCM
536
One Capital Management
California
$7.57M +$1.81M +65,631 +32%
KCM
537
Kanawha Capital Management
Virginia
$7.56M +$256K +9,300 +4%
AG
538
AIA Group
Hong Kong
$7.56M +$2.52M +91,704 +51%
FCBT
539
First Citizens Bank & Trust
North Carolina
$7.56M +$352K +12,790 +5%
Lazard Asset Management
540
Lazard Asset Management
New York
$7.52M -$11.7M -426,027 -61%
GHAM
541
Gilman Hill Asset Management
Connecticut
$7.49M +$245K +8,908 +3%
HAG
542
HighPoint Advisor Group
Illinois
$7.48M +$1.17M +42,349 +22%
MDCM
543
Morgan Dempsey Capital Management
Wisconsin
$7.34M -$160K -5,801 -2%
CA
544
Cullinan Associates
Kentucky
$7.33M -$444K -16,118 -6%
WIC
545
Wilkins Investment Counsel
Massachusetts
$7.31M +$115K +4,183 +2%
BFA
546
Bragg Financial Advisors
North Carolina
$7.31M +$742K +26,969 +12%
SWP
547
Stratos Wealth Partners
Ohio
$7.28M -$26.6K -967 -0.4%
FDP
548
Financiere des Professionnels
Quebec, Canada
$7.25M +$1.05M +38,158 +17%
ACA
549
Aptus Capital Advisors
Alabama
$7.25M +$1.02M +36,959 +17%
KFP
550
Keystone Financial Planning
Ohio
$7.19M -$7.3K -265 -0.1%