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Name Holding Trade Value Shares
Change
Change in
Stake
CFSG
176
Community Financial Services Group
Vermont
$4.65M +$21K +324 +0.5%
RA
177
Rational Advisors
New York
$4.64M -$1.86M -28,720 -29%
WCM
178
Wallace Capital Management
Texas
$4.56M +$122K +1,884 +3%
PJSIMP
179
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.47M +$55.2K +852 +1%
GAM
180
Gotham Asset Management
New York
$4.46M +$4.33M +66,762 New
SIA
181
Sit Investment Associates
Minnesota
$4.29M -$198K -3,060 -5%
Truist Financial
182
Truist Financial
North Carolina
$4.29M +$20K +309 +0.5%
CIM
183
Calvert Investment Management
Maryland
$4.22M -$3.41M -52,633 -45%
IIM
184
Ipswich Investment Management
Massachusetts
$4.16M -$1.56K -24 -0%
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$4.03M +$189K +2,915 +5%
ADMI
186
Albert D. Mason Inc
Massachusetts
$4.02M +$257K +3,956 +7%
KFP
187
Keystone Financial Planning
Ohio
$3.98M +$3.87M +59,658 New
GCAC
188
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.96M +$149K +2,300 +4%
CAM
189
Capstone Asset Management
Texas
$3.96M +$360K +5,557 +10%
TG
190
TCW Group
California
$3.87M +$2.01M +30,948 +114%
SLG
191
Stanley-Laman Group
Pennsylvania
$3.86M +$3.75M +57,821 New
GHA
192
GW Henssler & Associates
Georgia
$3.85M +$245K +3,781 +7%
LWI
193
Long Wharf Investors
Massachusetts
$3.84M – – –
ARTA
194
A.R.T. Advisors
New York
$3.83M +$860K +13,258 +30%
Brown Advisory
195
Brown Advisory
Maryland
$3.76M +$21.7K +334 +0.6%
RJT
196
Raymond James Trust
Florida
$3.76M +$49.7K +767 +1%
MPM
197
Meritage Portfolio Management
Kansas
$3.75M -$44.9K -693 -1%
LTFS
198
Ladenburg Thalmann Financial Services
Florida
$3.72M +$102K +1,577 +3%
CIBC Asset Management
199
CIBC Asset Management
Ontario, Canada
$3.69M -$216K -3,336 -6%
RFC
200
Regions Financial Corp
Alabama
$3.63M +$1.34M +20,668 +61%