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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
601
HBK Sorce Advisory
Pennsylvania
$386K – – –
LWM
602
Lenox Wealth Management
Ohio
$385K -$32.8K -236 -8%
ACP
603
Aviance Capital Partners
Florida
$376K +$58.4K +420 +20%
GA
604
Geneva Advisors
Illinois
$376K – – –
Jacobs Levy Equity Management
605
Jacobs Levy Equity Management
New Jersey
$375K +$350K +2,520 New
BCM
606
Becker Capital Management
Oregon
$372K – – –
PWLP
607
Prio Wealth Limited Partnership
Massachusetts
$372K – – –
SC
608
SouthState Corp
Florida
$371K +$40.7K +293 +13%
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$363K +$3.2K +23 +1%
AGM
610
Alpine Global Management
New York
$361K +$336K +2,421 New
FDS
611
First Dallas Securities
Texas
$359K +$5K +36 +2%
CGT
612
Capital Guardian Trust
California
$358K – – –
VHAM
613
Van Hulzen Asset Management
California
$358K +$13.9K +100 +4%
JIP
614
Jaffetilchin Investment Partners
Florida
$353K +$1.81K +13 +0.6%
FHA
615
First Horizon Advisors
Tennessee
$352K -$417 -3 -0.1%
AAM
616
Azzad Asset Management
Virginia
$346K +$22.9K +165 +8%
FNT
617
First National Trust
Pennsylvania
$345K -$6.95K -50 -2%
CPS
618
Counsel Portfolio Services
Ontario, Canada
$343K -$3.85M -27,707 -92%
WPW
619
Waldron Private Wealth
Pennsylvania
$343K -$2.08K -15 -0.6%
GAM
620
Gotham Asset Management
New York
$339K -$5.93M -42,656 -95%
Northwestern Mutual Wealth Management
621
Northwestern Mutual Wealth Management
Wisconsin
$336K -$847K -6,092 -73%
P
622
Pitcairn
Pennsylvania
$332K -$51.3K -369 -14%
LNC
623
Lincoln National Corp
Pennsylvania
$332K +$32.2K +232 +12%
MAM
624
Martingale Asset Management
Massachusetts
$328K -$210K -1,509 -41%
BSW
625
Buckingham Strategic Wealth
Missouri
$322K -$15.1K -109 -5%