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Name Holding Trade Value Shares
Change
Change in
Stake
RFM
526
Royal Fund Management
Florida
$639K -$59.3K -289 -9%
PCM
527
Palisade Capital Management
New Jersey
$634K +$591K +2,882 New
BCM
528
Becker Capital Management
Oregon
$619K -$21.3K -104 -4%
FC
529
FCA Corp
Texas
$616K
IAN
530
Integrated Advisors Network
Texas
$615K -$5.74K -28 -1%
HJIM
531
Henry James International Management
New York
$613K +$410 +2 +0.1%
Nuveen
532
Nuveen
North Carolina
$609K -$45.5K -222 -7%
EI
533
Ellevest Inc
New York
$605K +$76.7K +374 +16%
S
534
SimplyRich
California
$604K
OFG
535
OmniStar Financial Group
North Carolina
$602K +$347K +1,693 +162%
ESB
536
Essex Savings Bank
Connecticut
$587K -$615 -3 -0.1%
VA
537
Valmark Advisers
Ohio
$585K -$2.25K -11 -0.4%
CCG
538
Cypress Capital Group
Florida
$583K -$334K -1,630 -38%
PGWM
539
Pitti Group Wealth Management
New York
$583K +$543K +2,650 New
BS
540
Banco Santander
Spain
$582K -$113K -550 -17%
CAM
541
Cresset Asset Management
Illinois
$581K -$591K -2,882 -52%
FTDI
542
First Trust Direct Indexing
Massachusetts
$581K +$32.6K +159 +6%
DWM
543
Dorchester Wealth Management
Quebec, Canada
$576K
MIM
544
Meixler Investment Management
Arizona
$575K +$536K +2,612 New
BP
545
Ballentine Partners
Massachusetts
$571K +$24.6K +120 +5%
SSCA
546
South Shore Capital Advisors
Massachusetts
$571K +$28.3K +138 +6%
MSS
547
Mitchell Sinkler & Starr
Pennsylvania
$570K
FFA
548
Founders Financial Alliance
North Carolina
$569K -$8.82K -43 -2%
FFM
549
Forum Financial Management
Illinois
$569K +$530K +2,585 New
BO
550
BRR OpCo
Ohio
$563K