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Name Holding Trade Value Shares
Change
Change in
Stake
MKA
501
M. Kulyk & Associates
Georgia
$6.21M +$336K +1,536 +6%
SAM
502
Security Asset Management
New York
$6.21M -$4.6K -21 -0.1%
WFG
503
Wills Financial Group
Virginia
$6.18M +$51.5K +235 +0.9%
TAMH
504
Taikang Asset Management (HK)
Hong Kong
$6.15M
DGAM
505
Desjardins Global Asset Management
Quebec, Canada
$6.15M +$5.52M +25,205 New
VAS
506
Vestmark Advisory Solutions
Massachusetts
$6.14M +$359K +1,638 +7%
DC
507
Davenport & Co
Virginia
$6.12M -$62.2K -284 -1%
EI
508
Ethic Inc
New York
$6.12M +$916K +4,183 +20%
ERWM
509
Elk River Wealth Management
Colorado
$6.11M +$19.7K +90 +0.4%
OSAM
510
O'Shaughnessy Asset Management
Connecticut
$6.08M +$1.99M +9,102 +58%
CRB
511
Chad R. Baker
$6.06M
AIM
512
Aigen Investment Management
New York
$6.01M +$4.95M +22,606 +651%
UF
513
Univest Financial
Pennsylvania
$5.99M -$142K -648 -3%
MWM
514
Mission Wealth Management
California
$5.98M +$842K +3,846 +19%
BFPW
515
BOK Financial Private Wealth
Colorado
$5.91M +$4.16K +19 +0.1%
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
$5.84M +$702K +3,207 +15%
BIM
517
Baldwin Investment Management
Pennsylvania
$5.82M -$37.2K -170 -0.7%
MCM
518
McKinley Capital Management
Alaska
$5.81M
JCM
519
Jag Capital Management
Missouri
$5.78M -$479K -2,185 -8%
NSIM
520
North Star Investment Management
Illinois
$5.75M +$12.7K +58 +0.2%
VAS
521
Valicenti Advisory Services
New York
$5.75M -$71.2K -325 -1%
EOJOAM
522
E. Ohman J:or Asset Management
Sweden
$5.69M +$372K +1,700 +8%
MPWT
523
MassMutual Private Wealth & Trust
Connecticut
$5.64M -$63.5K -290 -1%
KPWS
524
Kestra Private Wealth Services
Texas
$5.63M +$412K +1,881 +9%
AF
525
Alerus Financial
North Dakota
$5.63M +$161K +737 +3%