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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1226
Plante Moran Financial Advisors
Michigan
$364K -$2.15K -30 -0.5%
AssetMark Inc
1227
AssetMark Inc
California
$363K -$57.2K -797 -12%
CF
1228
Corrigan Financial
Rhode Island
$362K +$56.4K +786 +16%
LIM
1229
Leavell Investment Management
Alabama
$358K
LF
1230
Lee Financial
Texas
$358K +$349K +4,864 +541%
FAB
1231
First American Bank
Illinois
$357K -$53.7K -748 -12%
BC
1232
Banced Corp
Illinois
$356K -$5.53K -77 -1%
OAM
1233
Oppenheimer Asset Management
New York
$348K -$1.42M -19,768 -78%
WTB
1234
Washington Trust Bank
Washington
$346K +$66.1K +921 +20%
Coatue Management
1235
Coatue Management
New York
$345K +$397K +5,539 New
NIT
1236
NumerixS Investment Technologies
British Columbia, Canada
$343K -$1.54M -21,423 -80%
BA
1237
Birinyi Associates
Connecticut
$342K
RPC
1238
Rossmore Private Capital
Connecticut
$341K +$15.4K +215 +4%
KJHP
1239
K.J. Harrison & Partners
Ontario, Canada
$341K +$393K +5,475 New
WGCA
1240
Wolf Group Capital Advisors
Virginia
$340K -$683K -9,517 -64%
CC
1241
Cadinha & Co
Hawaii
$338K -$5.44M -75,879 -93%
BWM
1242
Biltmore Wealth Management
Arizona
$337K +$25.5K +355 +7%
NCM
1243
Nelson Capital Management
California
$333K -$5.31K -74 -1%
JWBC
1244
John W. Bristol & Co
New York
$333K +$384K +5,350 New
GRP
1245
Global Retirement Partners
California
$331K -$27K -376 -7%
Fuller & Thaler Asset Management
1246
Fuller & Thaler Asset Management
California
$330K -$380K -5,300 -50%
PGIM
1247
Pacific Global Investment Management
California
$330K +$6.24K +87 +2%
CFA
1248
Carroll Financial Associates
North Carolina
$329K -$67.7K -944 -15%
FIB
1249
First Interstate Bank
Montana
$328K
CA
1250
Calton & Associates
Florida
$326K -$192K -2,674 -34%