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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
Keebeck Wealth Management
Illinois
$478K +$459K +1,512 New
BWM
702
BerganKDV Wealth Management
Minnesota
$477K -$73.7K -243 -14%
CSA
703
Cottage Street Advisors
Massachusetts
$475K -$212K -700 -32%
CGA
704
Crescent Grove Advisors
Illinois
$475K
EH
705
Employers Holdings
Nevada
$475K
SRC
706
Shufro Rose & Co
New York
$475K
NSAM
707
North Star Asset Management
Wisconsin
$473K -$106K -350 -19%
PP
708
Palladium Partners
Virginia
$468K -$158K -519 -26%
QI
709
Qtron Investments
Massachusetts
$466K +$447K +1,473 New
FMBTD
710
First Midwest Bank Trust Division
Illinois
$465K -$19.1K -63 -4%
SS
711
Simplicity Solutions
Minnesota
$462K -$34K -112 -7%
PFBT
712
Parkside Financial Bank & Trust
Missouri
$454K +$9.41K +31 +2%
TCM
713
Tributary Capital Management
Nebraska
$452K
LP
714
LGL Partners
Pennsylvania
$452K +$12.1K +40 +3%
MAFM
715
Mid Atlantic Financial Management
Pennsylvania
$450K -$37K -122 -8%
CIM
716
CIM Investment Management
Pennsylvania
$449K +$13K +43 +3%
CG
717
Colony Group
Massachusetts
$447K -$71.6K -236 -14%
WJWM
718
Williams Jones Wealth Management
New York
$446K
AC
719
Alexandria Capital
Virginia
$446K +$8.8K +29 +2%
SA
720
Sicart Associates
New York
$443K
Squarepoint
721
Squarepoint
New York
$443K +$425K +1,400 New
RCS
722
Retirement Capital Strategies
California
$437K
PAS
723
Partnervest Advisory Services
California
$436K +$127K +418 +43%
FFG
724
Frisch Financial Group
New York
$435K
BTW
725
Boston Trust Walden
Massachusetts
$430K -$6.07K -20 -1%