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Name Holding Trade Value Shares
Change
Change in
Stake
NAS
651
Nicolet Advisory Services
Wisconsin
$383K +$50.1K +181 +16%
PL
652
Parkwood LLC
Ohio
$381K -$290K -1,047 -43%
LC
653
Lavaca Capital
Texas
$379K -$31.5K -114 -8%
GD
654
Grandfield & Dodd
New York
$378K +$376K +1,359 New
MYLI
655
Meiji Yasuda Life Insurance
Japan
$376K – – –
CAM
656
Cresset Asset Management
Illinois
$375K -$341K -1,231 -48%
AWM
657
AE Wealth Management
Kansas
$374K +$136K +493 +58%
UCI
658
Uncommon Cents Investing
Wisconsin
$373K +$109K +395 +42%
DCM
659
DGS Capital Management
New Jersey
$371K -$97.4K -352 -21%
PFO
660
Pathstone Family Office
New Jersey
$366K -$444K -1,604 -55%
ALAM
661
Asahi Life Asset Management
Japan
$364K -$4.15K -15 -1%
EAM
662
Empirical Asset Management
Massachusetts
$364K -$427K -1,542 -54%
CGL
663
Clarius Group LLC
Washington
$362K -$27.9K -101 -7%
RCWM
664
Royal Capital Wealth Management
Indiana
$360K -$4.43K -16 -1%
BCM
665
Boltwood Capital Management
California
$358K -$553 -2 -0.2%
PTP
666
Platform Technology Partners
New York
$357K -$4.7K -17 -1%
FWCM
667
Ferguson Wellman Capital Management
Oregon
$354K -$3.32K -12 -0.9%
BPA
668
Beacon Pointe Advisors
California
$353K -$75K -271 -18%
NL
669
NWAM LLC
Washington
$352K +$1.38K +5 +0.4%
NB
670
Nicolet Bankshares
Wisconsin
$350K +$2.21K +8 +0.3%
PRS
671
Pinkerton Retirement Specialists
Idaho
$344K -$12.7K -46 -4%
MW
672
Marcum Wealth
Ohio
$344K -$3.04K -11 -0.9%
AAIS
673
ABN AMRO Investment Solutions
$344K +$342K +1,236 New
AA
674
ALPS Advisors
Colorado
$342K +$340K +1,230 New
WPW
675
Waldron Private Wealth
Pennsylvania
$342K +$24.3K +88 +8%