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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Pallas Capital Advisors
Massachusetts
$387K +$410K +10,072 New
B
552
Bailard
California
$387K +$88.7K +2,177 +27%
NSEDCP
553
NJ State Employees Deferred Compensation Plan
New Jersey
$385K
CIA
554
ClearBridge Investments (Australia)
Australia
$383K +$170K +4,164 +70%
CA
555
Commerzbank Aktiengesellschaft
Germany
$381K -$205K -5,020 -33%
CFP
556
Catalyst Financial Partners
Massachusetts
$380K +$35.6K +874 +10%
AWM
557
Axxcess Wealth Management
California
$376K +$63.4K +1,557 +19%
CIBC World Market
558
CIBC World Market
Ontario, Canada
$374K -$131K -3,226 -25%
SWM
559
Spire Wealth Management
Virginia
$373K +$1.14K +28 +0.4%
BG
560
Bollard Group
Massachusetts
$373K +$3.22K +79 +0.8%
PFP
561
Paragon Financial Partners
California
$370K
CAM
562
Centre Asset Management
New York
$369K -$6.52K -160 -2%
WCA
563
Westover Capital Advisors
Delaware
$367K -$23.9K -587 -6%
UB
564
UMB Bank
Missouri
$364K +$2.36K +58 +0.6%
V
565
VeraBank
Texas
$364K
KIG
566
Kennedy Investment Group
New Jersey
$363K -$10.7K -262 -3%
SAG
567
SageView Advisory Group
California
$363K +$8.88K +218 +2%
FDCDDQ
568
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K -$237K -5,812 -38%
HIC
569
Hartline Investment Corp
Illinois
$359K -$44.8K -1,100 -10%
SW
570
SVB Wealth
Massachusetts
$355K +$3.1K +76 +0.8%
WA
571
WBH Advisory
Maryland
$355K -$6.32K -155 -2%
JWCA
572
J.W. Cole Advisors
Florida
$353K +$37.9K +929 +11%
AMIM
573
Aull & Monroe Investment Management
Alabama
$352K
FFM
574
Forum Financial Management
Illinois
$349K -$28.9K -710 -7%
KeyBank National Association
575
KeyBank National Association
Ohio
$348K +$7.62K +187 +2%