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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1676
Sendero Wealth Management
Texas
$5.94M +$1.63M +12,889 +32%
MSAM
1677
Moloney Securities Asset Management
Missouri
$5.93M +$146K +1,156 +2%
JIR
1678
James Investment Research
Ohio
$5.91M +$2.55M +20,209 +63%
RCM
1679
Riverpark Capital Management
New York
$5.9M -$517K -4,087 -7%
DCM
1680
Difesa Capital Management
New York
$5.89M -$3.21M -25,410 -33%
CCIA
1681
Cherry Creek Investment Advisors
Colorado
$5.89M +$184K +1,458 +3%
Financial Engines Advisors
1682
Financial Engines Advisors
California
$5.88M -$252K -1,992 -4%
UHC
1683
Union Heritage Capital
Michigan
$5.88M
TF
1684
Trek Financial
Arizona
$5.86M +$1.59M +12,593 +32%
WPC
1685
Wedmont Private Capital
Pennsylvania
$5.85M +$809K +6,399 +14%
ETCM
1686
Evolutionary Tree Capital Management
Virginia
$5.83M +$962K +7,610 +17%
AF
1687
Advisornet Financial
Minnesota
$5.82M +$227K +1,799 +4%
KIG
1688
Kessler Investment Group
Indiana
$5.82M +$6.38M +50,442 +4,850%
BS
1689
Bessemer Securities
New York
$5.82M -$325K -2,568 -5%
SF
1690
Symphony Financial
Texas
$5.81M -$549K -4,344 -8%
FSC
1691
Full Sail Capital
Oklahoma
$5.81M -$79.9K -632 -1%
PCOC
1692
Power Corp of Canada
Canada
$5.8M
ADL
1693
Asset Dedication LLC
California
$5.8M -$230K -1,821 -3%
CB
1694
CNB Bank
Pennsylvania
$5.79M +$99.9K +790 +2%
CWM
1695
Circle Wealth Management
New Jersey
$5.78M -$15.4K -122 -0.2%
SWK
1696
Stephen W. Kidder
$5.76M +$48.7K +385 +0.8%
MWA
1697
Meridian Wealth Advisors
Texas
$5.75M -$291K -2,304 -4%
WWM
1698
Westwood Wealth Management
California
$5.75M -$88.5K -700 -1%
HWM
1699
Hohimer Wealth Management
Washington
$5.73M +$76K +601 +1%
MGIM
1700
M&G Investment Management
United Kingdom
$5.72M -$289K -2,288 -4%