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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
451
Washington Capital Management
Washington
$480K +$111K +1,200 +30%
FMWA
452
Forvis Mazars Wealth Advisors
Missouri
$479K +$485K +5,235 New
BIAS
453
Beacon Investment Advisory Services
New Jersey
$476K -$3.62K -39 -0.7%
EGM
454
Engineers Gate Manager
New York
$476K +$482K +5,200 New
MPWT
455
MassMutual Private Wealth & Trust
Connecticut
$475K -$146K -1,580 -23%
SFS
456
Sowell Financial Services
Arkansas
$473K +$208K +2,241 +77%
ATC
457
Argent Trust Co
Tennessee
$471K +$1.58K +17 +0.3%
Rockefeller Capital Management
458
Rockefeller Capital Management
New York
$465K -$4.08K -44 -0.9%
Creative Planning
459
Creative Planning
Kansas
$463K +$25K +270 +6%
Rafferty Asset Management
460
Rafferty Asset Management
New York
$462K +$20.2K +218 +5%
MYIA
461
Mount Yale Investment Advisors
Colorado
$459K +$465K +5,019 New
CWM
462
Chesapeake Wealth Management
Virginia
$455K -$275K -2,969 -37%
B
463
Barings
North Carolina
$453K -$7.88K -85 -2%
HPC
464
Hobart Private Capital
North Carolina
$450K +$456K +4,915 New
KRSITF
465
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$448K +$99.3K +1,071 +28%
QT
466
Quantbot Technologies
New York
$444K +$451K +4,862 New
AL
467
AJO LP
Pennsylvania
$439K +$446K +4,812 New
NB
468
Nicolet Bankshares
Wisconsin
$436K -$23.6K -255 -5%
DCM
469
Dupont Capital Management
Delaware
$435K +$133K +1,430 +43%
SP
470
Symmetry Partners
Connecticut
$434K +$16.9K +182 +4%
PWM
471
Perigon Wealth Management
California
$433K -$5.29K -57 -1%
AP
472
Appleton Partners
Massachusetts
$422K -$78.8K -850 -16%
CIBC Private Wealth Group
473
CIBC Private Wealth Group
Georgia
$420K +$425K +4,589 New
CI
474
Cigna Investments
Connecticut
$418K -$72.5K -782 -15%
AMI
475
Amica Mutual Insurance
Rhode Island
$418K – – –