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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
351
Geneos Wealth Management
Colorado
$801K -$164K -1,546 -14%
BHWM
352
Bar Harbor Wealth Management
New Hampshire
$788K +$620K +5,844 +165%
COPPSERS
353
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$779K -$7.85K -74 -0.8%
SIM
354
Sentry Investment Management
Wisconsin
$770K +$65.7K +620 +7%
NMERB
355
New Mexico Educational Retirement Board
New Mexico
$767K -$223K -2,100 -19%
Federated Hermes
356
Federated Hermes
Pennsylvania
$767K +$119K +1,124 +14%
FIM
357
Fruth Investment Management
Texas
$765K -$10.6K -100 -1%
CWM
358
Cornerstone Wealth Management
Missouri
$754K -$253K -2,390 -21%
NNP
359
Nachman Norwood & Parrott
South Carolina
$751K -$14.7K -139 -2%
SFSG
360
Sound Financial Strategies Group
Mississippi
$737K -$1.21M -11,412 -57%
KIA
361
KCM Investment Advisors
California
$734K -$83.1K -784 -8%
MYAM
362
Meiji Yasuda Asset Management
Japan
$732K -$113K -1,065 -11%
FQ
363
First Quadrant
California
$730K
PFM
364
Patton Fund Management
Texas
$722K -$2.55M -24,074 -74%
SMDAM
365
Sumitomo Mitsui DS Asset Management
Japan
$716K -$110K -1,038 -11%
LCOV
366
London Company of Virginia
Virginia
$713K +$901K +8,500 New
IIA
367
ICW Investment Advisors
Arizona
$712K +$44.2K +417 +5%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$706K +$228K +2,147 +34%
QI
369
Qtron Investments
Massachusetts
$692K +$127K +1,200 +17%
WAM
370
Weiss Asset Management
Massachusetts
$687K +$868K +8,187 New
Bank Julius Baer & Co
371
Bank Julius Baer & Co
Switzerland
$685K +$865K +8,158 New
PFC
372
Phocas Financial Corp
California
$673K
AIM
373
Allen Investment Management
New York
$670K
WEPOG
374
Wealth Enhancement & Preservation of GA
Georgia
$668K -$858K -8,092 -50%
PI
375
Pettee Investors
Connecticut
$661K