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Name Holding Trade Value Shares
Change
Change in
Stake
DF
501
Donoghue Forlines
Massachusetts
$801K +$277K +1,078 +48%
AIL
502
AGF Investments LLC
Ontario, Canada
$794K +$646K +2,512 +314%
DHFB
503
Dixon Hubard Feinour & Brown
Virginia
$790K +$846K +3,292 New
SF
504
Synovus Financial
Georgia
$779K -$152K -591 -15%
TSWM
505
Triangle Securities Wealth Management
North Carolina
$779K -$51.4K -200 -6%
VCA
506
Verdence Capital Advisors
Maryland
$778K +$63.8K +248 +8%
PCA
507
Pallas Capital Advisors
Massachusetts
$772K +$35K +136 +4%
HBCM
508
Heron Bay Capital Management
Michigan
$762K -$355K -1,379 -30%
DMBA
509
Deseret Mutual Benefit Administrators
Utah
$759K +$36K +140 +5%
KIA
510
KCM Investment Advisors
California
$758K – – –
PFG
511
PAX Financial Group
Texas
$756K +$109K +424 +16%
AP
512
AtonRa Partners
Switzerland
$755K +$59.9K +233 +8%
APP
513
Alpha Paradigm Partners
Illinois
$752K +$806K +3,133 New
CP
514
CenterBook Partners
Connecticut
$748K +$801K +3,117 New
SIP
515
Scott Investment Partners
United Kingdom
$744K – – –
BPA
516
Beacon Pointe Advisors
California
$742K +$258K +1,003 +48%
WI
517
WrapManager Inc
California
$740K -$242K -941 -23%
RPSA
518
Richard P. Slaughter Associates
Texas
$739K -$389K -1,512 -33%
PG
519
Pendal Group
Australia
$730K +$413K +1,608 +112%
TRIA
520
Trail Ridge Investment Advisors
Colorado
$725K +$777K +3,023 New
EWS
521
Evergreen Wealth Solutions
Pennsylvania
$718K +$769K +2,992 New
EFM
522
E Fund Management
China
$715K +$57.9K +225 +8%
HF
523
HRT Financial
New York
$714K -$651K -2,531 -46%
FT
524
Fiduciary Trust
Massachusetts
$711K -$10.3K -40 -1%
CAM
525
CenterStar Asset Management
Illinois
$709K – – –