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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
651
Cozad Asset Management
Illinois
$571K -$15.1K -48 -2%
MCM
652
MAI Capital Management
Ohio
$567K -$806K -2,559 -52%
WAM
653
Wealthspire Advisors (Maryland)
Maryland
$566K -$5.98K -19 -0.8%
UH
654
Unigestion Holding
Switzerland
$566K +$246K +780 +48%
CPC
655
Congress Park Capital
New York
$564K -$364K -1,155 -33%
HNB
656
Huntington National Bank
Ohio
$563K -$25.2K -80 -3%
VEA
657
Virtus ETF Advisers
New York
$562K +$147K +467 +24%
CWM
658
Confluence Wealth Management
Oregon
$561K +$18.6K +59 +3%
SP
659
Symmetry Partners
Connecticut
$560K +$194K +617 +35%
FI
660
Fosun International
China
$559K +$126K +400 +20%
SFS
661
Sowell Financial Services
Arkansas
$558K +$743K +2,359 New
AHC
662
Adell Harriman & Carpenter
Texas
$557K -$699K -2,221 -49%
CLOS
663
Compagnie Lombard Odier SCmA
Switzerland
$542K -$346K -1,100 -32%
IB
664
Intrust Bank
Kansas
$542K -$46.9K -149 -6%
CFB
665
Cullen/Frost Bankers
Texas
$540K -$9.45K -30 -1%
FRM
666
Fox Run Management
Connecticut
$537K +$316K +1,005 +79%
SAM
667
Silvercrest Asset Management
New York
$531K -$171K -544 -19%
VCA
668
Verdence Capital Advisors
Maryland
$530K -$72.4K -230 -9%
SC
669
SRB Corp
Massachusetts
$524K +$137K +436 +24%
YWP
670
YorkBridge Wealth Partners
New York
$521K -$14.5K -46 -2%
LOAME
671
Lombard Odier Asset Management (Europe)
United Kingdom
$521K – – –
JIR
672
James Investment Research
Ohio
$520K +$693K +2,200 New
WIS
673
Wright Investors Service
Connecticut
$519K -$263K -834 -28%
Bessemer Group
674
Bessemer Group
New Jersey
$518K +$269K +854 +64%
DPIM
675
Duff & Phelps Investment Management
Illinois
$512K – – –