Name Holding Trade Value Shares
Change
Change in
Stake
RMC
1051
Resources Management Corp
Connecticut
$1.99M -$263K -10,037 -11%
IF
1052
Intrua Financial
Texas
$1.99M +$305K +11,643 +17%
AAS
1053
Ameritas Advisory Services
Nebraska
$1.98M +$25.5K +974 +1%
NICM
1054
Neo Ivy Capital Management
New York
$1.97M -$1.64M -62,715 -45%
DAS
1055
Dynamic Advisor Solutions
Arizona
$1.97M -$216K -8,236 -10%
WWA
1056
WCG Wealth Advisors
Nevada
$1.96M +$561K +21,431 +38%
WCM
1057
Windward Capital Management
California
$1.96M +$13.7K +524 +0.7%
ICM
1058
IMS Capital Management
Oregon
$1.96M -$692K -26,438 -25%
PA
1059
Procyon Advisors
Connecticut
$1.95M +$602K +23,020 +41%
BHBT
1060
Burke & Herbert Bank & Trust
Virginia
$1.95M -$7.93K -303 -0.4%
OFS
1061
OneAscent Financial Services
Alabama
$1.95M +$1.09M +41,481 +112%
MWAM
1062
Manhattan West Asset Management
California
$1.95M +$376K +14,365 +23%
AB
1063
Atlas Brown
Kentucky
$1.95M +$102K +3,886 +5%
EWA
1064
Exencial Wealth Advisors
Oklahoma
$1.94M +$32.8K +1,254 +2%
AWP
1065
Ascent Wealth Partners
New York
$1.94M +$27.2K +1,039 +1%
CP
1066
Cumberland Partners
Ontario, Canada
$1.94M – – –
SIAP
1067
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.94M +$1.8M +68,767 +880%
PI
1068
Pettee Investors
Connecticut
$1.94M -$514K -19,648 -20%
PCMF
1069
Private Capital Management (Florida)
Florida
$1.94M +$8.06K +308 +0.4%
PMG
1070
Private Management Group
California
$1.94M -$1.52K -58 -0.1%
BCG
1071
Breakwater Capital Group
New Jersey
$1.93M +$82.3K +3,144 +4%
VAM
1072
Verity Asset Management
North Carolina
$1.93M +$1.04M +39,608 +108%
LCOV
1073
London Company of Virginia
Virginia
$1.93M -$872K -33,341 -30%
TRCT
1074
Tower Research Capital (TRC)
New York
$1.93M -$6.43M -245,601 -76%
SWM
1075
Silverlake Wealth Management
Vermont
$1.92M -$19.7K -752 -1%