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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1001
World Investment Advisors
California
$2.21M +$2.17M +78,984 New
CI
1002
Conning Inc
Connecticut
$2.21M -$1.81M -65,728 -45%
BCG
1003
Breakwater Capital Group
New Jersey
$2.19M +$880K +31,973 +69%
PP
1004
Patten & Patten
Tennessee
$2.19M +$201K +7,309 +10%
CGH
1005
Crossmark Global Holdings
Texas
$2.19M -$11.9K -433 -0.6%
HI
1006
Humankind Investments
New York
$2.18M -$610K -22,153 -22%
ITC
1007
Inspire Trust Company
Nevada
$2.18M +$622K +22,609 +41%
WSC
1008
Wellington Shields & Co
New York
$2.18M +$102K +3,707 +5%
JWM
1009
Jupiter Wealth Management
Colorado
$2.17M +$93.3K +3,390 +5%
HH
1010
Hilltop Holdings
Texas
$2.17M +$1.4K +51 +0.1%
DWT
1011
Dorsey & Whitney Trust
South Dakota
$2.17M +$136K +4,939 +7%
PMG
1012
Private Management Group
California
$2.16M +$1.4M +50,728 +191%
AAIS
1013
ABN AMRO Investment Solutions
$2.16M +$1.27M +46,255 +150%
EL
1014
Essex LLC
Illinois
$2.16M +$36.3K +1,320 +2%
LS
1015
Leelyn Smith
Illinois
$2.16M +$245K +8,902 +13%
VIP
1016
Vista Investment Partners
Oklahoma
$2.16M -$60K -2,180 -3%
UCI
1017
Uncommon Cents Investing
Wisconsin
$2.15M +$13.8K +500 +0.7%
VNIM
1018
Vaughan Nelson Investment Management
Texas
$2.15M
KOC
1019
Koss-Olinger Consulting
Florida
$2.15M +$2.11M +76,782 New
WFMPM
1020
Woodley Farra Manion Portfolio Management
Indiana
$2.15M +$89.9K +3,265 +4%
HIP
1021
HUB Investment Partners
Texas
$2.14M +$193K +7,025 +10%
BHBT
1022
Burke & Herbert Bank & Trust
Virginia
$2.14M +$844K +30,647 +67%
SWM
1023
Spire Wealth Management
Virginia
$2.14M -$523K -19,009 -20%
MAM
1024
Mystic Asset Management
Rhode Island
$2.13M -$21.1K -767 -1%
PF
1025
Phoenix Financial
Israel
$2.13M -$334K -12,120 -14%