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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
651
Perpetual Investment Management
Australia
$323K -$14.8M -349,459 -98%
WSFS
652
Wilmington Savings Fund Society
Delaware
$323K -$119K -2,806 -29%
SMC
653
Smith, Moore & Co
Missouri
$318K -$114K -2,680 -29%
TCWM
654
Total Clarity Wealth Management
Illinois
$317K -$118K -2,781 -29%
FMLI
655
Fukoku Mutual Life Insurance
Japan
$314K -$112K -2,649 -29%
CBN
656
Cadence Bank NA
Texas
$313K -$112K -2,643 -29%
CPA
657
Court Place Advisors
Maryland
$311K -$122K -2,879 -31%
LNB
658
Ledyard National Bank
$311K -$111K -2,621 -29%
IF
659
Insight Folios
North Carolina
$310K -$108K -2,549 -28%
BWFA
660
Baltimore-Washington Financial Advisors
Maryland
$310K -$105K -2,485 -26%
OPS
661
Orion Portfolio Solutions
Nebraska
$305K -$53.9K -1,273 -17%
ZCA
662
Zeke Capital Advisors
Pennsylvania
$305K +$271K +6,389 New
EBWM
663
Eagle Bluffs Wealth Management
Missouri
$303K -$250K -5,904 -48%
NB
664
NBT Bank
New York
$302K -$117K -2,763 -30%
CFG
665
Cooper Financial Group
California
$300K +$60.9K +1,438 +30%
NP
666
NorthRock Partners
Minnesota
$297K -$62K -1,464 -19%
HNWAG
667
High Net Worth Advisory Group
Florida
$295K -$34.1K -805 -12%
FFM
668
Forum Financial Management
Illinois
$294K -$105K -2,484 -29%
SCA
669
Stonebridge Capital Advisors
Minnesota
$294K -$105K -2,478 -29%
CCA
670
Clearwater Capital Advisors
Illinois
$294K +$262K +6,180 New
APP
671
Alpha Paradigm Partners
Illinois
$292K -$79.6K -1,880 -23%
WWM
672
Western Wealth Management
Colorado
$291K -$20.8K -491 -7%
TC
673
TwinBeech Capital
New York
$289K +$257K +6,072 New
NHC
674
Nicholas Hoffman & Company
Georgia
$288K -$805K -19,011 -76%
CWM
675
Connecticut Wealth Management
Connecticut
$287K -$102K -2,415 -29%