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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1376
Parsec Financial Management
North Carolina
$943K +$241K +4,900 +33%
AIM
1377
Assured Investment Management
New York
$919K -$121K -2,460 -11%
DBT
1378
Dubuque Bank & Trust
Iowa
$907K +$381K +7,760 +70%
MHS
1379
M Holdings Securities
Oregon
$906K +$103K +2,100 +13%
CA
1380
Cornerstone Advisory
Maryland
$906K +$137K +2,780 +17%
GHA
1381
Garcia Hamilton & Associates
Texas
$897K -$885K -18,020 -49%
JFA
1382
Johanson Financial Advisors
California
$888K +$58.9K +1,200 +7%
SCA
1383
STALEY CAPITAL ADVISERS
Pennsylvania
$883K
CBA
1384
Coastal Bridge Advisors
Connecticut
$883K +$5.89K +120 +0.7%
MIM
1385
Marco Investment Management
Georgia
$880K -$44.2K -900 -5%
OWD
1386
Osborn Williams & Donohoe
Ohio
$880K
EA
1387
Elm Advisors
California
$878K +$2.95K +60 +0.3%
TTWM
1388
TCV Trust & Wealth Management
Virginia
$878K +$44.2K +900 +5%
GLI
1389
Guardian Life Insurance
New York
$871K +$8.84K +180 +1%
NGA
1390
Naples Global Advisors
Florida
$869K -$79.6K -1,620 -8%
BIMC
1391
Benson Investment Management Company
Virginia
$869K
SBWIC
1392
Schaper Benz & Wise Investment Counsel
Wisconsin
$869K +$107K +2,180 +14%
SG
1393
StoneX Group
New York
$868K -$438K -8,920 -33%
FCH
1394
Freestone Capital Holdings
Washington
$868K +$80.6K +1,640 +10%
TI
1395
Trexquant Investment
Connecticut
$866K +$885K +18,020 New
IPAM
1396
ICICI Prudential Asset Management
India
$865K
SH
1397
Svenska Handelsbanken
Sweden
$865K
AIP
1398
Ahrens Investment Partners
Louisiana
$865K +$112K +2,280 +15%
CIP
1399
Convergence Investment Partners
Florida
$858K -$2.25M -45,800 -72%
BTW
1400
Boston Trust Walden
Massachusetts
$858K +$24.6K +500 +3%