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Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
901
Reynders McVeigh Capital Management
Massachusetts
$650K
HNW
902
High Note Wealth
Minnesota
$639K
IPAM
903
ICICI Prudential Asset Management
India
$639K +$114K +1,175 +24%
SCM
904
Stevens Capital Management
Pennsylvania
$639K +$586K +6,025 New
AFT
905
Alpha Family Trust
California
$637K
Loomis, Sayles & Company
906
Loomis, Sayles & Company
Massachusetts
$634K +$53.5K +550 +10%
PVH
907
Psagot Value Holdings
Israel
$629K -$217K -2,225 -27%
SFS
908
Sowell Financial Services
Arkansas
$626K +$574K +5,900 New
CW
909
Connectus Wealth
Ohio
$624K +$97.3K +1,000 +2%
BFEC
910
Benjamin F. Edwards & Company
Missouri
$623K +$326K +3,350 +133%
C1AG
911
Client 1st Advisory Group
Florida
$621K
FA
912
FDx Advisors
Illinois
$619K
RIA
913
Realta Investment Advisors
Delaware
$615K -$102K -1,050 -15%
TC
914
Trust Company
Kansas
$615K +$14.6K +150 +3%
CWM
915
Calamos Wealth Management
Illinois
$615K +$277K +2,850 +97%
SAM
916
Smithbridge Asset Management
Pennsylvania
$613K +$105K +1,075 +23%
QCM
917
Qsemble Capital Management
New York
$610K +$560K +5,750 New
BL
918
Balentine LLC
Georgia
$610K
EWM
919
Evercore Wealth Management
New York
$607K +$14.6K +150 +3%
AWM
920
Affinity Wealth Management
Delaware
$599K
LA
921
Latitude Advisors
Florida
$597K -$51.1K -525 -9%
TCM
922
Tributary Capital Management
Nebraska
$597K -$7.3K -75 -1%
AAS
923
Avantax Advisory Services
Texas
$594K -$14.6K -150 -3%
NAS
924
Nicolet Advisory Services
Wisconsin
$592K +$311K +3,200 +127%
VCA
925
Verdence Capital Advisors
Maryland
$589K -$117K -1,200 -18%