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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
826
Fiera Capital (Canada)
Quebec, Canada
$944K -$180K -1,150 -16%
BWAM
827
Boyd Watterson Asset Management
Ohio
$938K -$118K -755 -11%
DA
828
DSC Advisors
Illinois
$932K +$57.8K +369 +6%
LW
829
Linscomb Wealth
Texas
$919K -$21.6K -138 -2%
DP
830
Dearborn Partners
Illinois
$919K +$43.1K +275 +5%
TPWA
831
TRUE Private Wealth Advisors
Oregon
$918K -$13.3K -85 -1%
VAS
832
Vestmark Advisory Solutions
Massachusetts
$917K -$13.2K -84 -1%
JDR
833
Jay D. Rosenbaum
$908K +$14.1K +90 +2%
ZB
834
Zions Bancorporation
Utah
$906K -$79.8K -509 -8%
RBFC
835
Roman Butler Fullerton & Co
Missouri
$899K +$71.5K +456 +8%
FA
836
Fagan Associates
New York
$887K +$13.3K +85 +1%
BCM
837
Brown Capital Management
Maryland
$881K -$14.6K -93 -2%
IBOK
838
Independence Bank of Kentucky
Kentucky
$880K +$294K +1,875 +48%
OSIA
839
O'Shares Investment Advisers
Massachusetts
$866K -$32.9K -210 -4%
CCA
840
Checchi Capital Advisers
California
$866K +$126K +805 +16%
RCG
841
Rock Creek Group
District of Columbia
$865K -$220K -1,406 -20%
MOS
842
MGO One Seven
Ohio
$863K +$62.1K +396 +7%
SFP
843
Shepherd Financial Partners
Massachusetts
$863K +$891K +5,686 New
SJIM
844
St. Johns Investment Management
Florida
$859K +$60.8K +388 +7%
LBD
845
Landsberg Bennett & Dubbaneh
Florida
$857K -$1.34M -8,582 -61%
CSA
846
Cottage Street Advisors
Massachusetts
$853K +$881K +5,620 New
NFG
847
Nations Financial Group
Iowa
$851K +$879K +5,610 New
IFWM
848
Institute for Wealth Management
Colorado
$848K -$49.4K -315 -5%
CS
849
Comerica Securities
Michigan
$844K +$408K +2,605 +88%
CHAM
850
Clear Harbor Asset Management
Connecticut
$840K -$18.8K -120 -2%