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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1251
Progressive Investment Management
Oregon
$37.5M -$416K -1,863 -1%
MNBTD
1252
Moody National Bank Trust Division
Texas
$37.4M +$2.5M +11,213 +8%
C
1253
Certuity
Florida
$37.3M -$14.2M -63,382 -28%
GH
1254
GAM Holding
Switzerland
$37.3M -$506K -2,264 -1%
CWM
1255
Cabot Wealth Management
Massachusetts
$37.1M -$528K -2,363 -1%
CFA
1256
Capstone Financial Advisors
Illinois
$37.1M -$267K -1,196 -0.7%
CCS
1257
Concentric Capital Strategies
Connecticut
$37M -$1.06M -4,754 -3%
PJSIMP
1258
P.J. Schmidt Investment Management (PJS)
Wisconsin
$37M -$391K -1,749 -1%
KJWM
1259
Kiley Juergens Wealth Management
Washington
$37M -$274K -1,228 -0.8%
KCPG
1260
Kavar Capital Partners Group
Kansas
$36.9M -$381K -1,707 -1%
CI
1261
CX Institutional
Indiana
$36.9M -$1.19M -5,336 -3%
CCPM
1262
Cooper Creek Partners Management
New York
$36.9M +$6.36M +28,476 +22%
CCM
1263
Conway Capital Management
California
$36.8M -$169K -755 -0.5%
WAG
1264
Winthrop Advisory Group
Massachusetts
$36.7M +$853K +3,819 +2%
GXJ
1265
Global X Japan
Japan
$36.7M +$5.73M +25,643 +19%
MNA
1266
Manning & Napier Advisors
New York
$36.6M -$78.4M -351,217 -69%
CCP
1267
Clarkston Capital Partners
Michigan
$36.6M +$144K +643 +0.4%
SFP
1268
Sandbox Financial Partners
Maryland
$36.6M -$729K -3,263 -2%
NG
1269
Northstar Group
New York
$36.4M -$760K -3,403 -2%
SB
1270
Strategic Blueprint
Georgia
$36.4M -$25.5K -114 -0.1%
WCMN
1271
Westchester Capital Management (Nebraska)
Nebraska
$36.4M -$4.05M -18,138 -10%
GFP
1272
Gryphon Financial Partners
Ohio
$36.3M +$924K +4,137 +3%
LW
1273
Linscomb Wealth
Texas
$36.3M -$1.34M -5,999 -4%
SIG
1274
Sargent Investment Group
Maryland
$36.2M -$223K -997 -0.6%
P
1275
Pitcairn
Pennsylvania
$36.2M -$3.21M -14,368 -8%