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Name Holding Trade Value Shares
Change
Change in
Stake
IF
1051
Intrua Financial
Texas
$1.99M +$305K +11,643 +17%
AAS
1052
Ameritas Advisory Services
Nebraska
$1.98M +$25.5K +974 +1%
NICM
1053
Neo Ivy Capital Management
New York
$1.97M -$1.64M -62,715 -45%
DAS
1054
Dynamic Advisor Solutions
Arizona
$1.97M -$216K -8,236 -10%
WWA
1055
WCG Wealth Advisors
Nevada
$1.96M +$561K +21,431 +38%
WCM
1056
Windward Capital Management
California
$1.96M +$13.7K +524 +0.7%
ICM
1057
IMS Capital Management
Oregon
$1.96M -$692K -26,438 -25%
PA
1058
Procyon Advisors
Connecticut
$1.95M +$602K +23,020 +41%
BHBT
1059
Burke & Herbert Bank & Trust
Virginia
$1.95M -$7.93K -303 -0.4%
OFS
1060
OneAscent Financial Services
Alabama
$1.95M +$1.09M +41,481 +112%
MWAM
1061
Manhattan West Asset Management
California
$1.95M +$376K +14,365 +23%
AB
1062
Atlas Brown
Kentucky
$1.95M +$102K +3,886 +5%
EWA
1063
Exencial Wealth Advisors
Oklahoma
$1.94M +$32.8K +1,254 +2%
AWP
1064
Ascent Wealth Partners
New York
$1.94M +$27.2K +1,039 +1%
CP
1065
Cumberland Partners
Ontario, Canada
$1.94M
SIAP
1066
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.94M +$1.8M +68,767 +880%
PI
1067
Pettee Investors
Connecticut
$1.94M -$514K -19,648 -20%
PCMF
1068
Private Capital Management (Florida)
Florida
$1.94M +$8.06K +308 +0.4%
PMG
1069
Private Management Group
California
$1.94M -$1.52K -58 -0.1%
BCG
1070
Breakwater Capital Group
New Jersey
$1.93M +$82.3K +3,144 +4%
VAM
1071
Verity Asset Management
North Carolina
$1.93M +$1.04M +39,608 +108%
LCOV
1072
London Company of Virginia
Virginia
$1.93M -$872K -33,341 -30%
TRCT
1073
Tower Research Capital (TRC)
New York
$1.93M -$6.43M -245,601 -76%
SWM
1074
Silverlake Wealth Management
Vermont
$1.92M -$19.7K -752 -1%
DLCIG
1075
D.L. Carlson Investment Group
New Hampshire
$1.91M -$83.4K -3,187 -4%