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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
551
Simon Quick Advisors
New Jersey
$698K +$16.2K +476 +3%
PFG
552
PAX Financial Group
Texas
$695K +$18.7K +550 +3%
EP
553
Eudaimonia Partners
Tennessee
$682K +$617K +18,132 New
CP
554
Cumberland Partners
Ontario, Canada
$677K – – –
VIA
555
Vident Investment Advisory
Georgia
$674K +$40.9K +1,202 +7%
MPPW
556
Mitchell & Pahl Private Wealth
Oklahoma
$667K +$7.21K +212 +1%
GT
557
Greenleaf Trust
Michigan
$654K +$32K +942 +6%
MA
558
Mutual Advisors
Nebraska
$652K -$1.02K -30 -0.2%
SS
559
Simplicity Solutions
Minnesota
$650K +$174K +5,132 +42%
BFG
560
Bleakley Financial Group
New Jersey
$649K -$79.6K -2,342 -12%
CCG
561
Chatham Capital Group
Georgia
$645K – – –
BFM
562
Boothbay Fund Management
New York
$643K +$581K +17,090 New
CTA
563
Chesley Taft & Associates
Illinois
$630K -$19.4K -570 -3%
JSL
564
JT Stratford LLC
Georgia
$627K +$165K +4,850 +41%
TF
565
TIAA FSB
Florida
$623K -$266K -7,834 -32%
VAS
566
Vestmark Advisory Solutions
Massachusetts
$621K -$6.72M -197,494 -92%
AIM
567
Avity Investment Management
Connecticut
$617K +$558K +16,400 New
Acadian Asset Management
568
Acadian Asset Management
Massachusetts
$616K +$558K +16,424 New
DC
569
Davenport & Co
Virginia
$612K +$101K +2,964 +22%
BWM
570
BlackDiamond Wealth Management
New York
$611K +$1.02K +30 +0.2%
BIG
571
Builder Investment Group
Georgia
$602K – – –
GF
572
Gries Financial
Ohio
$602K – – –
PVM
573
Palogic Value Management
Texas
$602K – – –
HH
574
Hilltop Holdings
Texas
$595K +$538K +15,832 New
NA
575
Navellier & Associates
Nevada
$594K +$28.6K +840 +6%