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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
451
NEOS Investment Management
Connecticut
$730K +$215K +3,984 +41%
NMIMC
452
Northwestern Mutual Investment Management Company
Wisconsin
$727K +$9.06K +168 +1%
SFP
453
Shepherd Financial Partners
Massachusetts
$727K +$54.6K +1,012 +8%
CIC
454
Carnegie Investment Counsel
Ohio
$725K -$7.01K -130 -1%
MGP
455
Metis Global Partners
California
$717K -$5.07K -94 -0.7%
UCFA
456
United Capital Financial Advisors
Texas
$707K +$14K +260 +2%
IA
457
Inspire Advisors
Idaho
$697K -$20.7K -384 -3%
OTL
458
Oak Thistle LLC
New York
$697K +$702K +13,022 New
NCM
459
Narwhal Capital Management
Georgia
$696K
WB
460
WesBanco Bank
West Virginia
$694K -$37.6K -698 -5%
FCB
461
First County Bank
Connecticut
$693K -$112K -2,084 -14%
Lido Advisors
462
Lido Advisors
California
$691K +$31.3K +580 +5%
CGH
463
Crossmark Global Holdings
Texas
$690K +$18.3K +340 +3%
BAMF
464
BI Asset Management Fondsmaeglerselskab
Denmark
$689K -$163K -3,020 -19%
PAG
465
Private Advisor Group
New Jersey
$676K +$13.3K +246 +2%
SFM
466
Systematic Financial Management
New Jersey
$676K +$77.6K +1,440 +13%
SWP
467
Stratos Wealth Partners
Ohio
$669K -$86K -1,596 -11%
UB
468
UMB Bank
Missouri
$667K -$58.4K -1,084 -8%
LMIM
469
Lockheed Martin Investment Management
Maryland
$663K -$453K -8,400 -40%
CP
470
Camelot Portfolios
Ohio
$646K +$358K +6,636 +122%
CSPIA
471
Cary Street Partners Investment Advisory
Virginia
$639K +$42.6K +790 +7%
PT
472
Plimoth Trust
Massachusetts
$636K -$24.3K -450 -4%
FP
473
Foundry Partners
Minnesota
$636K +$343K +6,370 +116%
MSA
474
Marino Stram & Associates
Massachusetts
$630K +$1.29K +24 +0.2%
BEAM
475
Baker Ellis Asset Management
Washington
$629K -$10.8K -200 -2%