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Name Holding Trade Value Shares
Change
Change in
Stake
BWG
976
Beta Wealth Group
California
$3.57M -$795K -15,712 -18%
GLA
977
Good Life Advisors
Pennsylvania
$3.56M +$54.2K +1,071 +2%
DGAM
978
Desjardins Global Asset Management
Quebec, Canada
$3.56M -$2.3M -45,532 -39%
CPIA
979
Cornell Pochily Investment Advisors
New York
$3.56M +$245K +4,838 +7%
MHS
980
M Holdings Securities
Oregon
$3.55M +$8.6K +170 +0.2%
CFGS
981
Concourse Financial Group Securities
Alabama
$3.55M +$274K +5,416 +8%
HPIA
982
Hamilton Point Investment Advisors
North Carolina
$3.54M +$79K +1,562 +2%
JFGIW
983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.53M +$1.04M +20,612 +42%
CW
984
CreativeOne Wealth
Kansas
$3.53M +$814K +16,093 +30%
RCM
985
RNC Capital Management
California
$3.52M -$26.9M -532,183 -88%
AMIM
986
Aull & Monroe Investment Management
Alabama
$3.51M -$15.2K -300 -0.4%
HCA
987
Horan Capital Advisors
Ohio
$3.51M +$10.5K +208 +0.3%
FBT
988
First Bankers Trust
Kentucky
$3.5M +$84.2K +1,664 +2%
HDIM
989
Hanson & Doremus Investment Management
Vermont
$3.49M -$113K -2,225 -3%
LIM
990
Leavell Investment Management
Alabama
$3.48M +$149K +2,940 +4%
IGWM
991
ICA Group Wealth Management
Colorado
$3.48M -$67.3K -1,331 -2%
PAM
992
Pegasus Asset Management
New York
$3.48M -$42.9K -848 -1%
GT
993
Greenleaf Trust
Michigan
$3.47M +$134K +2,640 +4%
BL
994
Balentine LLC
Georgia
$3.46M -$759K -15,009 -18%
CTFG
995
Capstone Triton Financial Group
Oklahoma
$3.45M +$39.4K +779 +1%
DBT
996
Dubuque Bank & Trust
Iowa
$3.44M -$41.4K -819 -1%
CIP
997
Convergence Investment Partners
Florida
$3.42M -$363K -7,171 -10%
HSA
998
HBK Sorce Advisory
Pennsylvania
$3.42M -$440K -8,698 -11%
CCM
999
Cutler Capital Management
Massachusetts
$3.42M -$32.6K -645 -0.9%
SFA
1000
Semmax Financial Advisors
North Carolina
$3.4M +$452K +8,930 +13%