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Name Holding Trade Value Shares
Change
Change in
Stake
UWS
701
Unique Wealth Strategies
Illinois
$890K +$815K +6,278 New
ASBI
702
American State Bank (Iowa)
Iowa
$883K
EWM
703
Evercore Wealth Management
New York
$881K +$59.9K +462 +8%
PS
704
Principal Securities
Iowa
$880K +$171K +1,317 +27%
HC
705
Hara Capital
Washington
$874K
KCM
706
Kanawha Capital Management
Virginia
$873K -$13K -100 -2%
BBHC
707
Brown Brothers Harriman & Co
New York
$869K +$70.5K +543 +10%
RWM
708
Riverbend Wealth Management
South Carolina
$868K +$74.5K +574 +10%
TVM
709
True Vision MN
Minnesota
$862K +$1.69K +13 +0.2%
GCM
710
Graham Capital Management
Connecticut
$858K -$893K -6,881 -53%
AWM
711
Activest Wealth Management
Florida
$857K +$784K +6,039 +201,300%
CICI
712
Capital Investment Counsel Inc
North Carolina
$856K
CA
713
Clearstead Advisors
Ohio
$856K -$152K -1,170 -16%
DIA
714
Dana Investment Advisors
Wisconsin
$854K -$724K -5,579 -48%
JIP
715
Jaffetilchin Investment Partners
Florida
$853K -$287K -2,211 -27%
AA
716
ALPS Advisors
Colorado
$853K -$31.8K -245 -4%
BAAM
717
Baker Avenue Asset Management
California
$849K +$145K +1,121 +23%
XF
718
XML Financial
Maryland
$842K +$98.1K +756 +15%
IMRF
719
Illinois Municipal Retirement Fund
Illinois
$839K +$768K +5,921 New
WB
720
WesBanco Bank
West Virginia
$830K -$606K -4,673 -44%
HFS
721
Hantz Financial Services
Michigan
$826K -$67.2K -518 -8%
VCM
722
Voleon Capital Management
California
$824K +$754K +5,812 New
MSE
723
MUFG Securities EMEA
United Kingdom
$823K +$637K +4,906 +547%
DLP
724
De Lisle Partners
United Kingdom
$822K
BOTPPF
725
Board of the Pension Protection Fund
United Kingdom
$822K +$753K +5,800 New