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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
176
TCV Trust & Wealth Management
Virginia
$4.88M +$203K +2,999 +4%
NEAM
177
New England Asset Management
Connecticut
$4.74M -$5.41K -80 -0.1%
WCM
178
Wallace Capital Management
Texas
$4.68M +$115K +1,696 +2%
MWP
179
MYCIO Wealth Partners
Pennsylvania
$4.64M +$1.64M +24,303 +54%
CFSG
180
Community Financial Services Group
Vermont
$4.62M -$33.7K -498 -0.7%
PJSIMP
181
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.5M +$23.5K +348 +0.5%
SLG
182
Stanley-Laman Group
Pennsylvania
$4.48M +$628K +9,284 +16%
GAM
183
Gotham Asset Management
New York
$4.46M
GHA
184
GW Henssler & Associates
Georgia
$4.4M +$548K +8,100 +14%
IIM
185
Ipswich Investment Management
Massachusetts
$4.37M +$202K +2,990 +5%
Truist Financial
186
Truist Financial
North Carolina
$4.26M -$25K -370 -0.6%
CAM
187
Capstone Asset Management
Texas
$4.06M +$92.3K +1,365 +2%
RFC
188
Russell Frank Company
Washington
$4.03M +$2.88M +42,627 +240%
MCM
189
Moore Capital Management
New York
$4.01M +$4.06M +60,000 New
KFP
190
Keystone Financial Planning
Ohio
$4M +$18.7K +277 +0.5%
ADMI
191
Albert D. Mason Inc
Massachusetts
$3.95M -$69.2K -1,024 -2%
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$3.91M -$127K -1,880 -3%
MPM
193
Meritage Portfolio Management
Kansas
$3.86M +$102K +1,504 +3%
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$3.85M +$130K +1,920 +3%
LWI
195
Long Wharf Investors
Massachusetts
$3.84M
GCAC
196
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.83M +$24.9K +368 +0.6%
Brown Advisory
197
Brown Advisory
Maryland
$3.79M +$28.1K +415 +0.7%
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$3.79M +$271K +4,016 +8%
LM
199
Lincluden Management
Ontario, Canada
$3.77M +$344K +5,084 +10%
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
$3.69M +$3.74M +55,270 New