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Name Holding Trade Value Shares
Change
Change in
Stake
IC
651
IEQ Capital
California
$549K +$104K +343 +28%
CIA
652
Choate Investment Advisors
Massachusetts
$546K +$127K +420 +36%
AIIMS
653
Analyst IMS Investment Management Services
Israel
$544K -$206K -680 -30%
BWM
654
Baystate Wealth Management
Massachusetts
$542K -$163K -537 -26%
CGL
655
Clarius Group LLC
Washington
$539K -$6.36K -21 -1%
CGA
656
Crescent Grove Advisors
Illinois
$539K +$17K +56 +4%
AWE
657
Avidian Wealth Enterprises
Texas
$539K +$47K +155 +11%
AWA
658
Arkadios Wealth Advisors
Georgia
$534K +$101K +334 +28%
PG
659
Pendal Group
Australia
$533K -$3.58M -11,805 -88%
TCM
660
Twin Capital Management
Pennsylvania
$529K
AAS
661
Avantax Advisory Services
Texas
$528K +$463K +1,527 New
TAF
662
Tredje AP-fonden
Sweden
$519K -$5.69M -18,778 -93%
SACTSONJ
663
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$519K
PTP
664
Platform Technology Partners
New York
$515K +$450K +1,486 New
KFP
665
KB Financial Partners
New Jersey
$506K +$441K +1,457 +29,140%
TAM
666
Trust Asset Management
Texas
$503K +$42.4K +140 +11%
BPM
667
Bowling Portfolio Management
Ohio
$498K -$1.69M -5,595 -80%
SIM
668
Sentry Investment Management
Wisconsin
$494K -$71.8K -237 -14%
SCA
669
Sippican Capital Advisors
Massachusetts
$494K +$22.7K +75 +6%
CFA
670
Carroll Financial Associates
North Carolina
$494K +$63.9K +211 +17%
GWM
671
Geneos Wealth Management
Colorado
$491K -$660K -2,179 -61%
PFBT
672
Parkside Financial Bank & Trust
Missouri
$490K +$3.63K +12 +0.9%
TH
673
TCTC Holdings
Texas
$485K +$424K +1,400 New
EP
674
Eudaimonia Partners
Tennessee
$484K +$1.51K +5 +0.4%
DT
675
Diversified Trust
Tennessee
$481K -$39.7K -131 -9%