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Name Holding Trade Value Shares
Change
Change in
Stake
RBWA
2076
RFG - Bristol Wealth Advisors
Massachusetts
$2.56M -$266K -828 -9%
SFS
2077
Stiles Financial Services
Minnesota
$2.56M -$15.8K -49 -0.6%
LCM
2078
Legato Capital Management
California
$2.56M -$262K -815 -9%
CCM
2079
Cox Capital Management
Massachusetts
$2.55M +$22.8K +71 +0.8%
DCM
2080
Dudley Capital Management
Virginia
$2.55M
NGA
2081
Naples Global Advisors
Florida
$2.55M +$89.7K +279 +3%
OPTFSNA
2082
Old Point Trust & Financial Services N A
Virginia
$2.55M +$188K +584 +7%
OC
2083
Oakworth Capital
Alabama
$2.55M +$132K +409 +5%
BFA
2084
Beacon Financial Advisory
Ohio
$2.54M -$7.07K -22 -0.3%
SA
2085
Sovran Advisors
California
$2.54M +$411K +1,277 +20%
HCM
2086
Howard Capital Management
Georgia
$2.54M -$2.61M -8,131 -49%
F8IS
2087
Figure 8 Investment Strategies
Idaho
$2.54M -$57.6K -179 -2%
FA
2088
Fiduciary Alliance
South Carolina
$2.54M -$6.75K -21 -0.3%
MCCA
2089
Mill Creek Capital Advisors
Pennsylvania
$2.53M +$33.8K +105 +1%
EWM
2090
Evermay Wealth Management
Virginia
$2.53M -$55.6K -173 -2%
EFG
2091
Ethos Financial Group
Pennsylvania
$2.52M -$23.8K -74 -0.9%
CSPIA
2092
Cary Street Partners Investment Advisory
Virginia
$2.52M +$18.3K +57 +0.7%
Axa
2093
Axa
France
$2.51M -$16.4K -51 -0.6%
RBC
2094
Romano Brothers & Co
Illinois
$2.51M +$965 +3 +0%
TWM
2095
Thrive Wealth Management
Pennsylvania
$2.51M -$196K -608 -7%
SFM
2096
Systematic Financial Management
New Jersey
$2.51M
LFS
2097
Littlejohn Financial Services
Oregon
$2.51M +$2.67M +8,294 New
UWS
2098
Unique Wealth Strategies
Illinois
$2.5M -$730K -2,269 -22%
BIG
2099
Brookwood Investment Group
Arizona
$2.5M +$214K +667 +9%
UAG
2100
United Advisor Group
Ohio
$2.49M +$54K +168 +2%