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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1601
Searcy Financial Services
Kansas
$1.01M +$2.6K +13 +0.3%
GAMC
1602
Garner Asset Management Corp
Texas
$1.01M -$82K -410 -10%
RCM
1603
RNC Capital Management
California
$1.01M
SGI
1604
Summit Global Investments
Utah
$1.01M +$62.6K +313 +9%
EC
1605
EdgeRock Capital
Colorado
$1.01M -$128K -639 -14%
HCM
1606
Howland Capital Management
Massachusetts
$1M -$111K -556 -13%
ADL
1607
Asset Dedication LLC
California
$1M -$8.4K -42 -1%
ARMT
1608
Amica Retiree Medical Trust
Rhode Island
$1M -$343K -1,713 -31%
ST
1609
Somerset Trust
Pennsylvania
$1M +$764K +3,822 New
HP
1610
Hilltop Partners
Indiana
$994K +$22.8K +114 +3%
OPW
1611
Oxler Private Wealth
New York
$993K
FSA
1612
Fort Sheridan Advisors
Illinois
$991K -$8.2K -41 -1%
PFWA
1613
Paces Ferry Wealth Advisors
Georgia
$991K +$30.2K +151 +4%
AO
1614
Advisor OS
Illinois
$988K +$755K +3,776 New
SBH
1615
Segall Bryant & Hamill
Illinois
$978K -$49K -245 -6%
AWM
1616
Aspire Wealth Management
Massachusetts
$976K +$800 +4 +0.1%
TA
1617
TrueWealth Advisors
Alabama
$975K
EWM
1618
Endurance Wealth Management
Rhode Island
$974K +$45K +225 +6%
TIM
1619
Thompson Investment Management
Wisconsin
$971K
Kayne Anderson Rudnick Investment Management
1620
Kayne Anderson Rudnick Investment Management
California
$969K +$44.4K +222 +6%
BG
1621
Bahl & Gaynor
Ohio
$969K -$600 -3 -0.1%
WSCM
1622
Wellington Shields Capital Management
New York
$967K +$156K +778 +27%
B
1623
BetterWealth
California
$967K
OAC
1624
OMERS Administration Corp
Ontario, Canada
$965K
WAS
1625
Winch Advisory Services
Wisconsin
$965K +$23.2K +116 +3%