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Name Holding Trade Value Shares
Change
Change in
Stake
HS
1501
Haafor (Singapore)
Singapore
$451K -$865K -2,334 -69%
PWAG
1502
Polaris Wealth Advisory Group
California
$450K +$19.3K +52 +5%
9WM
1503
9258 Wealth Management
Ohio
$449K +$27.8K +75 +8%
WCM
1504
Wedge Capital Management
North Carolina
$446K -$10.7K -29 -3%
CB
1505
CNB Bank
Pennsylvania
$444K -$4.08K -11 -1%
STA
1506
Summit Trail Advisors
New York
$443K +$112K +303 +42%
CFA
1507
Cahill Financial Advisors
Minnesota
$441K -$57.4K -155 -13%
SSW
1508
Smith Shellnut Wilson
Mississippi
$441K
SRC
1509
Shufro Rose & Co
New York
$440K +$371 +1 +0.1%
SWM
1510
Segment Wealth Management
Texas
$438K +$31.5K +85 +9%
ZIC
1511
ZWJ Investment Counsel
Georgia
$437K -$350K -944 -48%
NAM
1512
Nexpoint Asset Management
Texas
$435K -$371K -1,000 -50%
Grantham, Mayo, Van Otterloo & Co (GMO)
1513
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$435K -$148K -400 -29%
NERM
1514
New England Research & Management
Illinois
$435K -$27.8K -75 -7%
CBN
1515
Cadence Bank NA
Texas
$435K
GIM
1516
Grassi Investment Management
California
$435K
WA
1517
Winfield Associates
Ohio
$435K +$102K +275 +38%
OCM
1518
Oakwood Capital Management
California
$435K +$371K +1,000 New
VCA
1519
Verdence Capital Advisors
Maryland
$434K +$109K +295 +42%
ERIM
1520
Eagle Ridge Investment Management
Connecticut
$433K
PMFA
1521
Plante Moran Financial Advisors
Michigan
$432K -$38.2K -103 -9%
ACA
1522
Affinity Capital Advisors
California
$432K
WAOI
1523
Wealth Advisors of Iowa
Iowa
$432K
KWA
1524
KCS Wealth Advisory
California
$430K -$2.96K -8 -0.8%
EP
1525
EPIQ Partners
Minnesota
$429K