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Name Holding Trade Value Shares
Change
Change in
Stake
PIA
1551
Perennial Investment Advisors
California
$511K +$231K +497 +92%
GIA
1552
Gladstone Institutional Advisory
Florida
$511K +$484K +1,041 New
GA
1553
Geller Advisors
New York
$509K +$92.1K +198 +24%
WI
1554
Wintrust Investments
Illinois
$504K -$6.51K -14 -1%
MFW
1555
Meristem Family Wealth
Minnesota
$501K -$19.5K -42 -4%
ACA
1556
Affinity Capital Advisors
California
$501K +$13.5K +29 +3%
KTC
1557
Kistler-Tiffany Companies
Pennsylvania
$501K +$81.9K +176 +21%
EA
1558
Emerald Advisers
Pennsylvania
$500K +$437K +940 +1,190%
SSW
1559
Smith Shellnut Wilson
Mississippi
$497K
WCM
1560
Wedge Capital Management
North Carolina
$495K -$7.44K -16 -2%
SRC
1561
Shufro Rose & Co
New York
$495K -$465 -1 -0.1%
PAS
1562
Partnervest Advisory Services
California
$494K +$108K +233 +30%
ZIC
1563
ZWJ Investment Counsel
Georgia
$492K
HC
1564
Henshaw Capital
Massachusetts
$491K -$67.9K -146 -13%
9WM
1565
9258 Wealth Management
Ohio
$491K +$31.2K +67 +6%
FI
1566
Fosun International
China
$490K -$200K -429 -30%
CBN
1567
Cadence Bank NA
Texas
$490K
OCM
1568
Oakwood Capital Management
California
$490K
BCM
1569
Bayesian Capital Management
New York
$490K +$465K +1,000 New
EP
1570
EPIQ Partners
Minnesota
$489K
ERIM
1571
Eagle Ridge Investment Management
Connecticut
$487K
TCM
1572
TimesSquare Capital Management
New York
$485K +$48.4K +104 +12%
BCM
1573
Brookstone Capital Management
Illinois
$479K -$217K -467 -32%
WCM
1574
Washburn Capital Management
Florida
$478K +$32.6K +70 +8%
BZWA
1575
Blue Zone Wealth Advisors
California
$477K