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Name Holding Trade Value Shares
Change
Change in
Stake
FM
601
Foster & Motley
Ohio
$7.13M +$232K +4,940 +3%
MVP
602
Miller Value Partners
Florida
$7.11M – – –
CIC
603
Canal Insurance Company
South Carolina
$7.11M – – –
RIL
604
Rothschild Investment LLC
Illinois
$7.11M -$62.3K -1,327 -0.8%
IA
605
IFP Advisors
Florida
$7.11M +$14.5K +310 +0.2%
BHWM
606
Bar Harbor Wealth Management
New Hampshire
$7.1M -$99K -2,110 -1%
MC
607
Moors & Cabot
Massachusetts
$7.08M -$414K -8,833 -5%
SWA
608
SFMG Wealth Advisors
Texas
$7.04M -$69.8K -1,487 -0.9%
GWMIA
609
Global Wealth Management Investment Advisory
Florida
$6.99M +$373K +7,954 +5%
PSP
610
Principal Street Partners
Tennessee
$6.93M -$105K -2,233 -1%
MSE
611
MUFG Securities EMEA
United Kingdom
$6.92M -$442K -9,422 -5%
CL
612
Choreo LLC
Illinois
$6.91M -$295K -6,292 -4%
HCM
613
Howard Capital Management
Georgia
$6.9M +$2.42M +51,622 +46%
WS
614
Wedbush Securities
California
$6.89M -$272K -5,801 -3%
PRS
615
Pinkerton Retirement Specialists
Idaho
$6.87M +$6.42M +136,831 New
JF
616
Jump Financial
Illinois
$6.84M +$6.44M +137,366 +567%
Lazard Asset Management
617
Lazard Asset Management
New York
$6.84M +$1.45M +30,901 +24%
HC
618
Hourglass Capital
Texas
$6.83M +$2.01M +42,750 +36%
STA
619
Summit Trail Advisors
New York
$6.8M +$707K +15,061 +10%
FTWA
620
Fifth Third Wealth Advisors
Ohio
$6.77M -$192K -4,092 -2%
GWM
621
Geneos Wealth Management
Colorado
$6.77M +$302K +6,437 +4%
FSG
622
Financial Strategies Group
Michigan
$6.71M +$590K +12,581 +9%
WRBC
623
W.R. Berkley Corp
Connecticut
$6.68M – – –
LFAS
624
Level Four Advisory Services
Texas
$6.66M +$485K +10,341 +7%
TSW
625
Thompson Siegel & Walmsley
Virginia
$6.66M +$6.19M +132,000 +522%