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Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
551
Bank of the West
California
$819K -$2.16M -9,335 -73%
RL
552
Ruffer LLP
United Kingdom
$819K
AFA
553
Abacus FCF Advisors
Florida
$818K -$90.1K -390 -10%
ASN
554
Advisory Services Network
Georgia
$797K +$131K +568 +20%
IRF
555
IBM Retirement Fund
New York
$796K -$1.16K -5 -0.1%
P
556
Pitcairn
Pennsylvania
$793K -$12.9K -56 -2%
CI
557
Conning Inc
Connecticut
$792K -$481K -2,082 -38%
Mercer Global Advisors
558
Mercer Global Advisors
Colorado
$792K -$44.3K -192 -5%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$782K -$218K -944 -22%
AUB
560
Atlantic Union Bankshares
Virginia
$776K +$766K +3,317 New
OFS
561
OneAscent Financial Services
Alabama
$775K +$765K +3,313 New
MFAM
562
Motley Fool Asset Management
Virginia
$773K +$42.9K +186 +6%
Jennison Associates
563
Jennison Associates
New York
$756K -$23.1K -100 -3%
CA
564
Continental Advisors
Utah
$743K
NFC
565
Northeast Financial Consultants
Connecticut
$730K -$30.7K -133 -4%
SS
566
Simplicity Solutions
Minnesota
$726K +$507K +2,197 +242%
BS
567
Banco Santander
Spain
$722K -$81.4M -352,712 -99%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$710K +$50.8K +220 +8%
JMFC
569
J.M. Forbes & Co
Massachusetts
$704K
HJMC
570
Hellman Jordan Management Company
Massachusetts
$702K +$693K +3,000 New
CNC
571
Citizens & Northern Corp
Pennsylvania
$699K -$23.6K -102 -3%
SCP
572
Shorepoint Capital Partners
Massachusetts
$684K +$239K +1,033 +55%
FI
573
FormulaFolio Investments
Michigan
$683K +$194K +840 +40%
S
574
Seeyond
France
$680K -$313K -1,357 -32%
RMCM
575
Reynders McVeigh Capital Management
Massachusetts
$667K -$2.95M -12,771 -82%