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Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
126
American Assets Investment Management
California
$1.06M
CIC
127
Canal Insurance Company
South Carolina
$1.06M
MF
128
Magnetar Financial
Illinois
$1.06M +$967K +100,000 New
Calamos Advisors
129
Calamos Advisors
Illinois
$1.03M
EPAM
130
Euro Pacific Asset Management
Puerto Rico
$1.03M -$17.8K -1,836 -2%
FC
131
FORA Capital
Florida
$1.03M +$938K +96,992 New
PMSA
132
Patrick M. Sweeney & Associates
Illinois
$1.02M
AP
133
Advisors Preferred
Maryland
$1.02M +$922K +95,362 New
TBC
134
Tweedy, Browne Co
Connecticut
$990K -$19.6K -2,025 -2%
AAS
135
Avantax Advisory Services
Texas
$983K -$307K -31,782 -25%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$974K -$62.4K -6,454 -7%
CK
137
Cohen Klingenstein
New York
$944K -$10K -1,035 -1%
HFO
138
Heritage Family Offices
Arizona
$899K +$1.93K +200 +0.2%
SFA
139
Sequoia Financial Advisors
Ohio
$881K +$15.9K +1,646 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
140
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$870K +$423K +43,707 +114%
OWA
141
One Wealth Advisors
California
$868K -$8.64K -894 -1%
GWM
142
Gibbs Wealth Management
Georgia
$858K +$611K +63,184 +352%
CIM
143
Confluence Investment Management
Missouri
$852K -$30.2K -3,128 -4%
WCM
144
Wallace Capital Management
Texas
$846K -$1.78K -184 -0.2%
Brown Advisory
145
Brown Advisory
Maryland
$818K +$61.4K +6,348 +9%
BEI
146
Benjamin Edwards Inc
Missouri
$805K +$735K +76,051 New
AWA
147
Arkadios Wealth Advisors
Georgia
$803K -$11.8K -1,217 -2%
FIM
148
Freedom Investment Management
Connecticut
$773K -$187K -19,367 -21%
AIA
149
AIMZ Investment Advisors
California
$770K -$25.6K -2,648 -4%
LWAM
150
Legacy Wealth Asset Management
Minnesota
$765K +$1.39K +144 +0.2%