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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
601
Mitchell & Pahl Private Wealth
Oklahoma
$349K -$6.52K -30 -2%
MWM
602
Mission Wealth Management
California
$345K -$33.9K -156 -9%
BL
603
Balentine LLC
Georgia
$345K +$356K +1,637 New
CAC
604
Cowen and Company
New York
$341K +$353K +1,621 New
VEA
605
Virtus ETF Advisers
New York
$339K
FRM
606
Fox Run Management
Connecticut
$338K +$349K +1,607 New
Hotchkis & Wiley Capital Management
607
Hotchkis & Wiley Capital Management
California
$337K
RE
608
RBC Europe
United Kingdom
$337K
SFM
609
Systematic Financial Management
New Jersey
$337K
DA
610
Denali Advisors
California
$337K +$130K +600 +60%
JCM
611
Jacobi Capital Management
Pennsylvania
$334K
TAM
612
Trust Asset Management
Texas
$330K +$4.78K +22 +1%
CPIA
613
Cornell Pochily Investment Advisors
New York
$326K +$3.26K +15 +1%
PFO
614
Pathstone Family Office
New Jersey
$325K +$4.57K +21 +1%
LC
615
Lavaca Capital
Texas
$323K +$334K +1,535 New
IC
616
IEQ Capital
California
$321K +$114K +522 +52%
HT
617
HighTower Trust
Texas
$320K +$3.91K +18 +1%
SACTSONJ
618
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$316K
PL
619
Plancorp LLC
Missouri
$315K -$18.5K -85 -5%
RCWM
620
Royal Capital Wealth Management
Indiana
$314K -$870 -4 -0.3%
CGL
621
Clarius Group LLC
Washington
$314K
AIIMS
622
Analyst IMS Investment Management Services
Israel
$313K -$18.3K -84 -5%
DT
623
Diversified Trust
Tennessee
$313K +$80.5K +370 +33%
PFBT
624
Parkside Financial Bank & Trust
Missouri
$311K +$15.9K +73 +5%
MIG
625
McGuire Investment Group
Rhode Island
$309K