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Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SVB Wealth
Massachusetts
$736K -$364K -8,788 -34%
CCG
452
Cypress Capital Group
Florida
$731K -$8.57K -207 -1%
GT
453
Glenview Trust
Kentucky
$730K -$85.6K -2,067 -11%
PFGIA
454
Patriot Financial Group Insurance Agency
Massachusetts
$725K +$111K +2,692 +19%
NMIMC
455
Northwestern Mutual Investment Management Company
Wisconsin
$717K -$15.4K -371 -2%
SFA
456
Sequoia Financial Advisors
Ohio
$715K +$177K +4,280 +35%
MCM
457
MAI Capital Management
Ohio
$710K +$56.3K +1,361 +9%
EAM
458
Empirical Asset Management
Massachusetts
$709K +$239K +5,769 +55%
WorldQuant Millennium Advisors
459
WorldQuant Millennium Advisors
New York
$708K +$672K +16,238 New
PC
460
Promethos Capital
Massachusetts
$695K +$660K +15,940 New
EHC
461
Everett Harris & Co
California
$694K -$166K -4,000 -20%
CFB
462
Cullen/Frost Bankers
Texas
$694K +$29.3K +709 +5%
CIM
463
CIM Investment Management
Pennsylvania
$692K
EF
464
Empirical Finance
Pennsylvania
$689K -$13K -315 -2%
HKAM
465
Horizon Kinetics Asset Management
New York
$686K -$158K -3,812 -20%
AI
466
Arvest Investments
Arkansas
$676K +$641K +15,488 New
MFAM
467
Motley Fool Asset Management
Virginia
$675K +$15.8K +381 +3%
OBGC
468
O'Brien Greene & Co
Pennsylvania
$662K -$1.32K -32 -0.2%
DF
469
Donoghue Forlines
Massachusetts
$648K -$325K -7,863 -35%
RWM
470
Ritholtz Wealth Management
New York
$646K +$106K +2,566 +21%
SCA
471
Snowden Capital Advisors
New York
$638K -$7.41K -179 -1%
USAA
472
United Services Automobile Association
Texas
$628K +$109K +2,622 +22%
UWS
473
Unique Wealth Strategies
Illinois
$627K +$595K +14,375 New
KFSC
474
Keystone Financial Services (Colorado)
Colorado
$625K +$7.37K +178 +1%
SL
475
Sentry LLC
Tennessee
$623K