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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
1026
Holderness Investments Company
North Carolina
$254K -$641 -10 -0.3%
EMAM
1027
Encompass More Asset Management
California
$254K +$242K +3,784 New
BFA
1028
Beacon Financial Advisory
Ohio
$254K +$6.99K +109 +3%
GLA
1029
Good Life Advisors
Pennsylvania
$253K -$25.9K -404 -10%
TWP
1030
Tyche Wealth Partners
Texas
$251K
BTW
1031
Boston Trust Walden
Massachusetts
$251K
CHAM
1032
Clear Harbor Asset Management
Connecticut
$251K
MIM
1033
Marco Investment Management
Georgia
$251K
GQG Partners
1034
GQG Partners
Florida
$250K
WWM
1035
Western Wealth Management
Colorado
$249K +$22.5K +351 +10%
SP
1036
Successful Portfolios
Florida
$249K +$30.5K +476 +15%
SGI
1037
Summit Global Investments
Utah
$249K -$687K -10,725 -74%
CD
1038
Chapin Davis
Maryland
$249K +$320 +5 +0.1%
PHS
1039
Pekin Hardy Strauss
Illinois
$249K
HS
1040
Horan Securities
United States
$249K +$5.51K +86 +2%
NAS
1041
NWF Advisory Services
California
$248K +$19.2K +299 +9%
FIA
1042
Foundations Investment Advisors
Arizona
$247K +$14.4K +224 +6%
MWM
1043
MBE Wealth Management
Wisconsin
$247K
PMA
1044
Prudent Man Advisors
Illinois
$246K -$58K -905 -20%
SGA
1045
Strategic Global Advisors
California
$245K -$641 -10 -0.3%
HWA
1046
HCR Wealth Advisors
California
$245K
GF
1047
Goodman Financial
Texas
$243K
Fiera Capital (Canada)
1048
Fiera Capital (Canada)
Quebec, Canada
$243K +$232K +3,624 New
PA
1049
Procyon Advisors
Connecticut
$242K -$8.14K -127 -3%
AW
1050
Avion Wealth
Texas
$242K +$78K +1,217 +51%