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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
476
Forum Financial Management
Illinois
$583K +$209 +1 +0%
RJT
477
Raymond James Trust
Florida
$580K +$16.7K +80 +3%
KFC
478
Klingenstein Fields & Co
New York
$573K -$20.9K -100 -3%
KIA
479
KCM Investment Advisors
California
$571K
CIM
480
CIM Investment Management
Pennsylvania
$558K -$10.9K -52 -2%
MWM
481
Massachusetts Wealth Management
Massachusetts
$557K -$5.23K -25 -0.9%
PWG
482
Portside Wealth Group
Utah
$552K +$10.7K +51 +2%
NBT
483
Northwest Bank & Trust
Iowa
$547K -$1.88K -9 -0.3%
JCM
484
Jacobi Capital Management
Pennsylvania
$546K +$201K +959 +52%
FFN
485
Focus Financial Network
Minnesota
$543K +$2.93K +14 +0.5%
DFCM
486
Dark Forest Capital Management
Puerto Rico
$542K +$585K +2,797 New
ECM
487
Everence Capital Management
Indiana
$541K -$462K -2,210 -44%
FIM
488
Fernwood Investment Management
Massachusetts
$535K -$25.1K -120 -4%
ACM
489
Aljian Capital Management
Nevada
$522K +$564K +2,694 New
Bessemer Group
490
Bessemer Group
New Jersey
$522K -$134K -639 -19%
BG
491
Bellevue Group
Switzerland
$511K -$684K -3,268 -55%
PAS
492
Park Avenue Securities
New York
$510K +$21.1K +101 +4%
EGA
493
Eagle Global Advisors
Texas
$509K
AIM
494
ARGA Investment Management
Connecticut
$508K
GT
495
Greenleaf Trust
Michigan
$505K -$727K -3,475 -57%
HAIM
496
Hunter Associates Investment Management
Pennsylvania
$504K
MWM
497
Moran Wealth Management
Florida
$502K -$9.41K -45 -2%
SPA
498
Sherbrooke Park Advisers
New York
$494K +$533K +2,550 New
VI
499
Vestcor Inc
New Brunswick, Canada
$492K
QCM
500
QRG Capital Management
Illinois
$492K -$99.4K -475 -16%