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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
701
Violich Capital Management
California
$426K +$14.3K +200 +3%
TMAM
702
Tokio Marine Asset Management
Japan
$425K +$13.1K +184 +3%
KPWS
703
Kestra Private Wealth Services
Texas
$424K -$445K -6,233 -49%
SWM
704
Spire Wealth Management
Virginia
$423K +$184K +2,584 +68%
CWM
705
Congress Wealth Management
Massachusetts
$420K +$451K +6,322 New
JF
706
Jump Financial
Illinois
$416K +$446K +6,250 New
BPM
707
Bowling Portfolio Management
Ohio
$413K -$143 -2 -0%
SIM
708
Sentry Investment Management
Wisconsin
$413K – – –
CFG
709
Citizens Financial Group
Rhode Island
$411K -$2.64K -37 -0.6%
AP
710
Advisors Preferred
Maryland
$411K +$11.8K +166 +3%
VanEck Associates
711
VanEck Associates
New York
$409K -$4.09M -57,274 -90%
PWM
712
PRW Wealth Management
Massachusetts
$409K – – –
OTL
713
Oak Thistle LLC
New York
$409K +$439K +6,150 New
IA
714
IFG Advisory
Georgia
$405K -$21.6K -303 -5%
IA
715
IFP Advisors
Florida
$405K +$85.7K +1,201 +25%
DC
716
Diametric Capital
Massachusetts
$402K +$72.9K +1,022 +20%
WOC
717
West Oak Capital
California
$401K -$53.5K -750 -11%
ONB
718
Old National Bancorp
Indiana
$398K -$12.9K -181 -3%
ABLA
719
Alan B. Lancz & Associates
Ohio
$397K +$426K +5,968 New
MA
720
MUFG Americas
New York
$396K – – –
CIC
721
Cornercap Investment Counsel
Georgia
$391K -$85.6K -1,199 -17%
WW
722
Westshore Wealth
California
$386K +$414K +5,800 New
CI
723
Conning Inc
Connecticut
$382K -$97.3K -1,363 -19%
CA
724
Clearstead Advisors
Ohio
$382K +$44.5K +624 +12%
NHC
725
Nicholas Hoffman & Company
Georgia
$381K +$285 +4 +0.1%