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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1101
Perpetual Investment Management
Australia
$1.99M
PRS
1102
Pinkerton Retirement Specialists
Idaho
$1.99M +$101K +4,571 +6%
PFA
1103
Peak Financial Advisors
Colorado
$1.98M +$112K +5,081 +6%
HCM
1104
Hudson Capital Management
New Jersey
$1.97M +$197K +8,889 +11%
DA
1105
Detalus Advisors
Missouri
$1.97M -$28.2K -1,275 -1%
FTDI
1106
First Trust Direct Indexing
Massachusetts
$1.97M +$136K +6,129 +8%
PWA
1107
Phoenix Wealth Advisors
North Carolina
$1.96M +$102K +4,616 +6%
APW
1108
Aurora Private Wealth
New Jersey
$1.95M -$491K -22,217 -21%
CNBTD
1109
Citizens National Bank Trust Department
Mississippi
$1.95M -$172K -7,787 -8%
FCA
1110
FinTrust Capital Advisors
South Carolina
$1.95M +$72.6K +3,284 +4%
CCM
1111
Chilton Capital Management
Texas
$1.95M +$726K +32,846 +63%
TC
1112
Truvestments Capital
Florida
$1.94M +$223K +10,081 +13%
BFA
1113
Bragg Financial Advisors
North Carolina
$1.94M -$117K -5,285 -6%
MP
1114
McDonald Partners
Ohio
$1.94M -$91.7K -4,146 -5%
LPIC
1115
LeJeune Puetz Investment Counsel
Michigan
$1.94M +$108K +4,899 +6%
PHIMC
1116
Private Harbour Investment Management & Counsel
Ohio
$1.93M +$4.53K +205 +0.2%
KS
1117
Karpas Strategies
Connecticut
$1.93M +$32.1K +1,450 +2%
KC
1118
Kinloch Capital
Virginia
$1.93M +$73.1K +3,306 +4%
LCP
1119
Legacy Capital Partners
Wisconsin
$1.92M +$153K +6,912 +9%
TPA
1120
Trivium Point Advisory
Connecticut
$1.92M -$203K -9,169 -10%
WAM
1121
Winslow Asset Management
Ohio
$1.92M -$399K -18,049 -18%
MCC
1122
Money Concepts Capital
Florida
$1.92M -$2.38M -107,461 -56%
WWMSC
1123
Wagner Wealth Management (South Carolina)
South Carolina
$1.92M +$679K +30,689 +58%
MJRIC
1124
Mogy Joel R Investment Counsel
California
$1.92M -$99.7K -4,510 -5%
VNIM
1125
Vaughan Nelson Investment Management
Texas
$1.91M