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Name Holding Trade Value Shares
Change
Change in
Stake
CP
526
CenterBook Partners
Connecticut
$469K +$474K +10,635 New
PCM
527
Parsons Capital Management
Rhode Island
$469K – – –
ONB
528
Old National Bancorp
Indiana
$465K -$31.9K -716 -6%
PAS
529
Park Avenue Securities
New York
$463K +$469K +10,507 New
EAM
530
Empirical Asset Management
Massachusetts
$462K +$468K +10,484 New
VFA
531
Voya Financial Advisors
Connecticut
$461K +$35K +785 +8%
PCM
532
Perritt Capital Management
Illinois
$459K – – –
XT
533
XTX Topco
Cayman Islands
$454K -$237K -5,307 -34%
MWM
534
Modera Wealth Management
New Jersey
$453K +$2.81K +63 +0.6%
SWP
535
Stratos Wealth Partners
Ohio
$453K +$240K +5,370 +110%
BJL
536
Brighton Jones LLC
Washington
$451K +$24K +537 +6%
M
537
Mirova
France
$451K -$1.31M -29,442 -74%
RGC
538
Roberts, Glore & Co
Illinois
$449K – – –
CWM
539
Chemistry Wealth Management
New York
$445K -$1.11K -25 -0.2%
AIA
540
AIMZ Investment Advisors
California
$433K +$89 +2 +0%
AIMCA
541
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$432K -$750K -16,804 -63%
ASN
542
Advisory Services Network
Georgia
$431K -$18.8K -421 -4%
BFS
543
Bradley Foster & Sargent
Connecticut
$415K – – –
Wellington Management Group
544
Wellington Management Group
Massachusetts
$414K -$41.8K -936 -9%
WPC
545
White Pine Capital
Minnesota
$412K -$4.51K -101 -1%
AIA
546
Affinity Investment Advisors
California
$406K -$127K -2,856 -24%
CK
547
Cohen Klingenstein
New York
$406K – – –
DACG
548
Donor Advised Charitable Giving
California
$402K – – –
HAM
549
Hedges Asset Management
Nevada
$397K – – –
MC
550
Machina Capital
France
$396K -$191K -4,281 -32%