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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
651
Freedom Investment Management
Connecticut
$382K -$4.38K -47 -1%
EWA
652
EP Wealth Advisors
California
$382K +$312K +3,346 New
OIA
653
OneDigital Investment Advisors
Kansas
$382K -$197K -2,110 -39%
MC
654
Moors & Cabot
Massachusetts
$381K -$8.68K -93 -3%
SAM
655
Silvercrest Asset Management
New York
$381K
PTC
656
Petrus Trust Company
Texas
$379K +$310K +3,325 New
HCA
657
Harbour Capital Advisors
Virginia
$378K
ONB
658
Old National Bancorp
Indiana
$374K -$183K -1,964 -37%
OFS
659
OneAscent Financial Services
Alabama
$374K -$44.1K -473 -13%
BIM
660
Baldwin Investment Management
Pennsylvania
$371K +$304K +3,253 New
CDH
661
Charles D. Hyman
$371K
SWS
662
SYSTM Wealth Solutions
Illinois
$370K -$84.8K -909 -22%
FAM
663
Formidable Asset Management
Ohio
$369K +$302K +3,235 New
CPIG
664
Chicago Partners Investment Group
Illinois
$367K +$1.12K +12 +0.4%
MC
665
Maverick Capital
Texas
$367K +$300K +3,212 New
CICI
666
Capital Investment Counsel Inc
North Carolina
$365K -$261K -2,799 -47%
WC
667
Wexford Capital
Florida
$364K +$298K +3,194 New
HWM
668
HB Wealth Management
Georgia
$364K -$2.15K -23 -0.7%
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$362K -$187 -2 -0.1%
Fisher Asset Management
670
Fisher Asset Management
Washington
$360K +$33.2K +356 +13%
AA
671
Addison Advisors
Vermont
$360K +$6.07K +65 +2%
HMS
672
Hanseatic Management Services
New Mexico
$360K +$22.6K +242 +8%
FFM
673
Fullerton Fund Management
Singapore
$359K +$293K +3,144 New
GIA
674
Gladstone Institutional Advisory
Florida
$356K +$291K +3,121 New
FTDI
675
First Trust Direct Indexing
Massachusetts
$356K -$64K -686 -18%