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Name Holding Trade Value Shares
Change
Change in
Stake
EM
501
Excalibur Management
Massachusetts
$274K -$4.03K -38 -1%
AIM
502
Anchor Investment Management
South Carolina
$269K +$12.2K +115 +4%
MGIM
503
M&G Investment Management
United Kingdom
$267K -$99.2K -936 -23%
EA
504
Elm Advisors
California
$267K
WAM
505
Wealthspire Advisors (Maryland)
Maryland
$264K -$106K -997 -24%
RJT
506
Raymond James Trust
Florida
$264K -$63.8K -602 -16%
BFO
507
Boston Family Office
Massachusetts
$264K
BFS
508
Bradley Foster & Sargent
Connecticut
$262K
RIM
509
Redpoint Investment Management
Australia
$262K
SSW
510
Smith Shellnut Wilson
Mississippi
$262K +$9.33K +88 +3%
EMG
511
Ellington Management Group
Connecticut
$260K +$329K +3,100 New
CFFP
512
Center for Financial Planning
Michigan
$258K
SPC
513
Stewart & Patten Company
California
$256K -$244K -2,300 -43%
CFG
514
Capstone Financial Group
Oklahoma
$254K -$6.36K -60 -2%
Aristotle Capital Management
515
Aristotle Capital Management
California
$253K -$138K -1,300 -30%
EMG
516
ETF Managers Group
New Jersey
$253K +$31.8K +300 +11%
NFG
517
Next Financial Group
Texas
$250K -$13K -123 -4%
TTWM
518
TCV Trust & Wealth Management
Virginia
$249K -$7.42K -70 -2%
PP
519
Patten & Patten
Tennessee
$248K
WAM
520
Wakefield Asset Management
Colorado
$242K +$54.7K +516 +22%
MAM
521
Meeder Asset Management
Ohio
$241K +$23.5K +222 +8%
TAM
522
Tradition Asset Management
Virginia
$239K
Mackenzie Financial
523
Mackenzie Financial
Ontario, Canada
$234K +$46.4K +438 +19%
SI
524
Stephens Inc
Arkansas
$233K -$14.7K -139 -5%
AA
525
ALPS Advisors
Colorado
$233K +$294K +2,771 New