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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
351
Brown Advisory
Maryland
$894K -$33.9K -269 -4%
AA
352
Altman Advisors
Illinois
$870K +$84.2K +669 +6%
WIM
353
WealthPlan Investment Management
Nebraska
$851K -$1.2M -9,543 -58%
VEA
354
Virtus ETF Advisers
New York
$850K -$456K -3,627 -34%
CTA
355
Colonial Trust Advisors
South Carolina
$848K – – –
CIC
356
Cornercap Investment Counsel
Georgia
$846K +$872K +6,926 New
DI
357
DFPG Investments
Utah
$842K +$51.7K +411 +6%
AAS
358
Avantax Advisory Services
Texas
$837K -$12.3K -98 -1%
Mercer Global Advisors
359
Mercer Global Advisors
Colorado
$822K +$228K +1,811 +37%
CFB
360
Cullen/Frost Bankers
Texas
$821K -$1.26M -10,037 -60%
UFF
361
USA Financial Formulas
Michigan
$798K +$822K +6,531 New
EWM
362
Empirical Wealth Management
Washington
$796K +$89.1K +708 +12%
JF
363
Jump Financial
Illinois
$794K +$818K +6,500 New
CWM
364
CIBC World Markets
New York
$778K -$1.06M -8,439 -57%
PGIM
365
Pacific Global Investment Management
California
$760K -$48.1K -382 -6%
PTC
366
Petrus Trust Company
Texas
$749K +$497K +3,946 +181%
V
367
Veritable
Delaware
$743K +$19.4K +154 +3%
RBC
368
Romano Brothers & Co
Illinois
$739K -$4.41K -35 -0.6%
SCA
369
STALEY CAPITAL ADVISERS
Pennsylvania
$734K – – –
DAM
370
Deltec Asset Management
New York
$733K – – –
MNBTD
371
Moody National Bank Trust Division
Texas
$720K -$1.26K -10 -0.2%
CS
372
Candriam SCA
Luxembourg
$711K – – –
PFSC
373
Peoples Financial Services Corp
Pennsylvania
$708K – – –
NMERB
374
New Mexico Educational Retirement Board
New Mexico
$706K -$25.2K -200 -3%
NA
375
NewEdge Advisors
Louisiana
$692K +$164K +1,307 +30%