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Name Holding Trade Value Shares
Change
Change in
Stake
HAI
226
Hennessy Advisors Inc
California
$5.62M +$5.6M +85,400 New
Vanguard Personalized Indexing Management
227
Vanguard Personalized Indexing Management
California
$5.61M +$1.11M +16,975 +25%
TI
228
tru Independence
Oregon
$5.44M -$468K -7,130 -8%
CAN
229
Cetera Advisor Networks
California
$5.3M -$85K -1,296 -2%
ACIM
230
Azimuth Capital Investment Management
Michigan
$5.29M -$151K -2,295 -3%
SC
231
SouthState Corp
Florida
$5.27M +$36.7K +560 +0.7%
MHI
232
Miller Howard Investments
New York
$5.26M -$1.44M -22,000 -22%
NCM
233
Nelson Capital Management
California
$5.26M -$207K -3,155 -4%
BWM
234
Bulltick Wealth Management
Florida
$5.19M +$2.43M +37,029 +89%
SF
235
Synovus Financial
Georgia
$5.18M +$487K +7,416 +10%
BBHC
236
Brown Brothers Harriman & Co
New York
$5.05M -$33.5K -510 -0.7%
RWA
237
Roberts Wealth Advisors
California
$5.04M +$11.3K +172 +0.7%
NW
238
Naviter Wealth
Arkansas
$4.68M +$1.02M +15,519 +28%
AssetMark Inc
239
AssetMark Inc
California
$4.68M +$244K +3,712 +6%
HAM
240
Hedges Asset Management
Nevada
$4.66M -$243K -3,700 -5%
FTDI
241
First Trust Direct Indexing
Massachusetts
$4.63M +$985K +15,013 +27%
RA
242
Royce & Associates
New York
$4.61M
VFM
243
Viking Fund Management
North Dakota
$4.61M
BCM
244
Brookmont Capital Management
Texas
$4.52M -$83.5K -1,273 -2%
BFS
245
Bard Financial Services
Connecticut
$4.52M -$91.9K -1,400 -2%
HCP
246
Hiddenite Capital Partners
New York
$4.51M
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$4.49M -$62.2K -948 -1%
AG
248
Advocate Group
Minnesota
$4.48M -$302K -4,606 -6%
GAM
249
Griffin Asset Management
New York
$4.47M -$32.2K -490 -0.7%
GFS
250
GYL Financial Synergies
Connecticut
$4.46M +$93.6K +1,427 +2%