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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
701
Asset Dedication LLC
California
$5.97M +$486K +1,654 +9%
HFM
702
Harvest Fund Management
China
$5.93M +$817K +2,782 +17%
KL
703
KWMG LLC
Kansas
$5.92M -$96.9K -330 -2%
LA
704
Lifeworks Advisors
Michigan
$5.91M +$513K +1,747 +10%
PMG
705
ProVise Management Group
Florida
$5.9M -$106K -361 -2%
EWA
706
Exencial Wealth Advisors
Oklahoma
$5.89M -$324K -1,102 -6%
BP
707
BNP Paribas
France
$5.88M +$601K +2,047 +12%
TIM
708
Thompson Investment Management
Wisconsin
$5.86M +$135K +458 +3%
CTA
709
Chesley Taft & Associates
Illinois
$5.86M -$63.8K -217 -1%
ST
710
Somerset Trust
Pennsylvania
$5.84M +$26.4K +90 +0.5%
IFAM
711
Institutional & Family Asset Management
Colorado
$5.83M -$99.9K -340 -2%
NEAM
712
New England Asset Management
Connecticut
$5.82M -$63.2K -215 -1%
Fuller & Thaler Asset Management
713
Fuller & Thaler Asset Management
California
$5.82M +$372K +1,266 +7%
SWIG
714
Strategic Wealth Investment Group
Kentucky
$5.82M +$5.49M +18,700 New
MFG
715
Merit Financial Group
Georgia
$5.8M +$120K +407 +2%
SPC
716
Sigma Planning Corp
Michigan
$5.76M +$334K +1,137 +7%
RP
717
Rowlandmiller & Partners
Georgia
$5.75M -$91.1K -310 -2%
EF
718
Empirical Finance
Pennsylvania
$5.74M -$411K -1,399 -7%
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.74M -$84.9K -289 -2%
SFG
720
SevenBridge Financial Group
Pennsylvania
$5.74M +$158K +537 +3%
CC
721
Chicago Capital
Illinois
$5.73M -$167K -567 -3%
CT
722
Coastline Trust
Rhode Island
$5.73M -$234K -795 -4%
PA
723
Perennial Advisors
New York
$5.73M +$50.2K +171 +0.9%
CC
724
Courier Capital
New York
$5.71M -$3.07M -10,443 -36%
BFW
725
Brady Family Wealth
Missouri
$5.71M +$84.6K +288 +2%