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Name Holding Trade Value Shares
Change
Change in
Stake
GA
551
Greytown Advisors
Florida
$698K -$4.5K -7 -0.7%
BFO
552
Boston Family Office
Massachusetts
$698K
PWA
553
Phoenix Wealth Advisors
North Carolina
$697K -$67.5K -105 -9%
GIA
554
Gateway Investment Advisers
Ohio
$684K +$69.4K +108 +12%
FIM
555
Fernwood Investment Management
Massachusetts
$681K +$7.07K +11 +1%
BF
556
BOK Financial
Oklahoma
$668K +$5.79K +9 +0.9%
SWA
557
SFMG Wealth Advisors
Texas
$662K -$1.29K -2 -0.2%
PSUF
558
People's United Financial
Connecticut
$657K -$165K -256 -20%
RHBC
559
R.H. Bluestein & Co
Michigan
$657K
PP
560
PDT Partners
New York
$657K +$643K +1,000 New
NA
561
Navellier & Associates
Nevada
$655K -$6.43K -10 -1%
CFA
562
Carroll Financial Associates
North Carolina
$643K -$3.86K -6 -0.6%
HIM
563
Hillsdale Investment Management
Ontario, Canada
$635K -$32.1K -50 -5%
HBT
564
Heartland Bank & Trust
Illinois
$634K +$257K +399 +71%
SS
565
Sunbelt Securities
Texas
$633K +$50.8K +79 +7%
CA
566
Callahan Advisors
Texas
$632K
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$620K -$159K -248 -21%
CQS
568
Credential Qtrade Securities
$619K +$27.6K +43 +5%
WI
569
Wahed Invest
New York
$618K +$604K +940 New
DCM
570
Dupont Capital Management
Delaware
$616K -$3.01M -4,675 -83%
IIM
571
Ironwood Investment Management
Massachusetts
$611K
VI
572
Vestcor Inc
New Brunswick, Canada
$609K -$116K -181 -16%
AWP
573
Ascent Wealth Partners
New York
$609K -$43.1K -67 -7%
Credit Agricole
574
Credit Agricole
France
$600K +$333K +518 +131%
JIC
575
Johnson Investment Counsel
Ohio
$599K -$6.43K -10 -1%