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Name Holding Trade Value Shares
Change
Change in
Stake
Impax Asset Management Group
401
Impax Asset Management Group
United Kingdom
$581K -$88.8K -227 -13%
SFP
402
Shepherd Financial Partners
Massachusetts
$578K +$783 +2 +0.1%
ACA
403
Anchor Capital Advisors
Massachusetts
$577K – – –
HIM
404
Hillsdale Investment Management
Ontario, Canada
$570K +$7.83K +20 +1%
OAM
405
Oppenheimer Asset Management
New York
$569K -$50.5K -129 -8%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$559K – – –
DBRC
407
D.B. Root & Company
Pennsylvania
$558K -$1.57K -4 -0.3%
DT
408
Diversified Trust
Tennessee
$554K +$564K +1,441 New
EI
409
Ethic Inc
New York
$553K +$220K +562 +64%
MWM
410
Mattern Wealth Management
Kansas
$545K – – –
GFS
411
GYL Financial Synergies
Connecticut
$543K – – –
HPC
412
HM Payson & Co
Maine
$538K +$391 +1 +0.1%
STC
413
Sarah T. Connolly
$535K -$7.83K -20 -1%
SEC
414
Seven Eight Capital
New York
$532K +$542K +1,384 New
WB
415
WesBanco Bank
West Virginia
$526K – – –
XT
416
XTX Topco
Cayman Islands
$521K +$530K +1,354 New
AWM
417
Avior Wealth Management
Nebraska
$512K -$7.83K -20 -1%
Cetera Investment Advisers
418
Cetera Investment Advisers
Illinois
$505K -$9K -23 -2%
HWMG
419
Hurlow Wealth Management Group
Indiana
$502K – – –
KRSITF
420
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K +$70.1K +179 +16%
GLAM
421
Gardner Lewis Asset Management
Pennsylvania
$497K +$506K +1,293 New
QPW
422
Quantum Private Wealth
Florida
$492K – – –
DWA
423
Douglass Winthrop Advisors
New York
$490K – – –
KA
424
Kovack Advisors
Florida
$476K -$117K -298 -19%
MPPW
425
Mitchell & Pahl Private Wealth
Oklahoma
$476K +$485K +1,239 New