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Name Holding Trade Value Shares
Change
Change in
Stake
M
701
Mirova
France
$49K
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$2.71K -154 -5%
AJ
703
Ashburton (Jersey)
Jersey
$47K
TFS
704
TrustCore Financial Services
Tennessee
$42K
TCOV
705
Trust Company of Vermont
Vermont
$42K +$42.3K +2,400 +811%
BL
706
Balentine LLC
Georgia
$41K -$31.9K -1,812 -41%
SQA
707
Simon Quick Advisors
New Jersey
$41K -$10.4K -592 -18%
CS
708
Capital Square
Tennessee
$41K +$46.1K +2,616 New
FCA
709
FinTrust Capital Advisors
South Carolina
$40K -$6.76K -384 -13%
BCA
710
Berman Capital Advisors
Georgia
$38K +$3.31K +188 +8%
NIT
711
NumerixS Investment Technologies
British Columbia, Canada
$38K +$42.4K +2,406 New
CI
712
CX Institutional
Indiana
$37K -$6.79K -386 -14%
BAM
713
Bellevue Asset Management
Washington
$36K -$15.5K -880 -46%
WAP
714
Wealthcare Advisory Partners
Pennsylvania
$36K +$10.8K +616 +36%
WLPWM
715
Walled Lake Planning & Wealth Management
Illinois
$35K
Acadian Asset Management
716
Acadian Asset Management
Massachusetts
$34K -$45.7K -2,596 -54%
SIAS
717
Shine Investment Advisory Services
Colorado
$32K
TPCW
718
TD Private Client Wealth
New York
$31.3K +$15K +850 +74%
LF
719
Lee Financial
Texas
$31K
RFM
720
Royal Fund Management
Florida
$31K
LWM
721
Lenox Wealth Management
Ohio
$30K
SIS
722
Sound Income Strategies
Florida
$30K +$32.2K +1,828 +3,047%
SBL
723
Sargent Bickham Lagudis
Colorado
$29K
OC
724
Oakworth Capital
Alabama
$28K
KPW
725
Kore Private Wealth
New York
$28K +$26.8K +1,522 +568%