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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
776
Williams Jones Wealth Management
New York
$444K +$3K +15 +0.7%
CI
777
CX Institutional
Indiana
$444K +$17K +85 +4%
AT
778
Arden Trust
Delaware
$443K +$20K +100 +5%
Marshall Wace
779
Marshall Wace
United Kingdom
$441K +$339K +1,696 +537%
BG
780
Bellevue Group
Switzerland
$439K -$160K -800 -29%
AA
781
AF Advisors
California
$439K
HPC
782
HM Payson & Co
Maine
$439K
TGAM
783
TBH Global Asset Management
Tennessee
$439K
OSAM
784
O'Shaughnessy Asset Management
Connecticut
$439K +$382K +1,912 +2,173%
IAIM
785
International Assets Investment Management
Florida
$438K +$162K +811 +68%
HWMG
786
Hurlow Wealth Management Group
Indiana
$433K -$3.4K -17 -0.9%
PTC
787
Philadelphia Trust Company
Pennsylvania
$432K +$15K +75 +4%
HA
788
Hamel Associates
New Jersey
$431K +$41K +205 +12%
PRC
789
Pearl River Capital
Michigan
$431K +$375K +1,879 +2,160%
EH
790
Equitable Holdings
New York
$428K +$69.9K +350 +22%
HB
791
Horizon Bancorp
Indiana
$427K -$117K -587 -23%
Vanguard Personalized Indexing Management
792
Vanguard Personalized Indexing Management
California
$423K +$385K +1,928 New
SP
793
Symmetry Partners
Connecticut
$420K +$383K +1,916 New
FANJ
794
Financial Architects (New Jersey)
New Jersey
$418K -$12.6K -63 -3%
SB
795
Simmons Bank
Arkansas
$418K
VFA
796
Valeo Financial Advisors
Indiana
$413K +$237K +1,188 +171%
SB
797
Strategic Blueprint
Georgia
$412K -$1.46M -7,319 -80%
CA
798
Cambridge Advisors
Nebraska
$410K +$2.2K +11 +0.6%
LW
799
Linscomb Wealth
Texas
$404K -$13.6K -68 -4%
HBWM
800
Hollow Brook Wealth Management
New York
$403K