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Name Holding Trade Value Shares
Change
Change in
Stake
CRB
626
Chad R. Baker
$1.75M – – –
CIA
627
Concurrent Investment Advisors
Florida
$1.74M +$1.69M +5,796 New
AWM
628
Adams Wealth Management
Utah
$1.71M +$240K +822 +17%
EIA
629
Edgemoor Investment Advisors
Maryland
$1.7M -$1.17K -4 -0.1%
PAM
630
Paradigm Asset Management
New York
$1.7M -$58.4K -200 -3%
AI
631
AXS Investments
New York
$1.69M +$52.6K +180 +3%
JIC
632
Johnson Investment Counsel
Ohio
$1.69M +$72.2K +247 +5%
JIC
633
Joel Isaacson & Co
New York
$1.69M – – –
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$1.68M +$227K +778 +16%
WHG
635
Westwood Holdings Group
Texas
$1.67M -$20.7K -71 -1%
TAM
636
Tocqueville Asset Management
New York
$1.63M +$208K +712 +15%
CP
637
CenterBook Partners
Connecticut
$1.61M +$513K +1,756 +49%
9WM
638
9258 Wealth Management
Ohio
$1.6M -$45.6K -156 -3%
AS
639
Aware Super
Australia
$1.59M +$1.68M +5,760 New
KPWS
640
Kestra Private Wealth Services
Texas
$1.58M +$4.97K +17 +0.3%
NSEDCP
641
NJ State Employees Deferred Compensation Plan
New Jersey
$1.56M – – –
SM
642
Sciencast Management
New Jersey
$1.55M +$577K +1,975 +61%
WMG
643
WESCAP Management Group
California
$1.54M -$24.5K -84 -2%
SAM
644
Silvercrest Asset Management
New York
$1.54M +$31K +106 +2%
SFA
645
Sequoia Financial Advisors
Ohio
$1.53M +$669K +2,291 +81%
FA
646
FDx Advisors
Illinois
$1.53M -$92.1K -315 -6%
PS
647
Principal Securities
Iowa
$1.53M +$1.49M +5,105 New
BSW
648
Buckingham Strategic Wealth
Missouri
$1.53M -$253K -865 -14%
WB
649
WesBanco Bank
West Virginia
$1.53M -$3.68M -12,609 -71%
BHBT
650
Burke & Herbert Bank & Trust
Virginia
$1.53M – – –