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Name Holding Trade Value Shares
Change
Change in
Stake
TI
626
Truepoint Inc
Ohio
$434K – – –
PMFA
627
Plante Moran Financial Advisors
Michigan
$433K -$6.62K -68 -2%
BIM
628
Baldwin Investment Management
Pennsylvania
$432K – – –
HPC
629
HM Payson & Co
Maine
$431K – – –
SIA
630
SkyView Investment Advisors
New Jersey
$430K -$389 -4 -0.1%
RCAG
631
Rehmann Capital Advisory Group
Michigan
$428K +$778 +8 +0.2%
MIM
632
Miller Investment Management
Pennsylvania
$426K – – –
C
633
CEDRUS
Colorado
$420K +$45.1K +464 +13%
CI Investments Inc
634
CI Investments Inc
Ontario, Canada
$415K -$106K -1,088 -22%
MC
635
Machina Capital
France
$414K +$37.7K +388 +11%
NFSG
636
Newbridge Financial Services Group
Florida
$412K +$389 +4 +0.1%
CI
637
Conning Inc
Connecticut
$411K -$5.06K -52 -1%
PCA
638
Pallas Capital Advisors
Massachusetts
$409K -$670K -6,888 -64%
TMAM
639
Tokio Marine Asset Management
Japan
$408K +$70.8K +728 +23%
NAG
640
Northstar Advisory Group
New Jersey
$406K +$5.06K +52 +1%
9WM
641
9258 Wealth Management
Ohio
$403K -$13.2K -136 -3%
BA
642
Ballast Advisors
Minnesota
$402K – – –
LNC
643
Lincoln National Corp
Pennsylvania
$400K +$2.33K +24 +0.6%
CC
644
Chicago Capital
Illinois
$397K – – –
NC
645
NovaPoint Capital
Georgia
$396K -$17.1K -176 -5%
SWP
646
Stratos Wealth Partners
Ohio
$396K -$7K -72 -2%
TPM
647
Triasima Portfolio Management
Quebec, Canada
$396K +$93.4K +960 +35%
ECM
648
Element Capital Management
New York
$396K +$362K +3,724 New
NERM
649
New England Research & Management
Illinois
$393K -$9.73K -100 -3%
CDH
650
Charles D. Hyman
$389K – – –