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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
526
Wendell David Associates
New Hampshire
$608K – – –
RCM
527
Radnor Capital Management
Pennsylvania
$608K -$5.53K -250 -0.9%
SCM
528
Stevens Capital Management
Pennsylvania
$607K +$612K +27,681 New
FAG
529
Fortitude Advisory Group
Washington
$605K – – –
MSA
530
MUFG Securities Americas
New York
$604K +$47.4K +2,144 +8%
SAM
531
Securian Asset Management
Minnesota
$604K -$13.3K -601 -2%
PP
532
Prudential plc
United Kingdom
$602K +$73.2K +3,308 +14%
SCP
533
Stamos Capital Partners
California
$599K -$360K -16,264 -37%
DFCM
534
Dark Forest Capital Management
Puerto Rico
$598K +$603K +27,256 New
FPAS
535
Focus Partners Advisor Solutions
Missouri
$597K -$269K -12,153 -31%
DT
536
Diversified Trust
Tennessee
$585K -$429K -19,406 -42%
CAM
537
Chou Associates Management
Ontario, Canada
$581K – – –
CIAS
538
Capital Investment Advisory Services
North Carolina
$578K +$4.31K +195 +0.7%
CK
539
Cohen Klingenstein
New York
$575K – – –
LCM
540
LVM Capital Management
Michigan
$572K +$577K +26,075 New
HPC
541
HM Payson & Co
Maine
$568K -$11.1K -502 -2%
LIA
542
Lynx Investment Advisory
District of Columbia
$566K +$150K +6,780 +36%
MAM
543
Meeder Asset Management
Ohio
$566K +$570K +25,780 New
CAM
544
Cidel Asset Management
Ontario, Canada
$559K +$48.6K +2,197 +9%
BPC
545
Bearing Point Capital
Minnesota
$556K +$561K +25,340 New
EFM
546
E Fund Management
China
$553K -$10.6K -478 -2%
CAAS
547
Capital Asset Advisory Services
Michigan
$549K +$553K +25,006 New
CIA
548
Concurrent Investment Advisors
Florida
$542K +$204K +9,204 +59%
ST
549
Smithfield Trust
Pennsylvania
$542K – – –
BPCE
550
Bank Pictet & Cie (Europe)
Germany
$537K +$86.1K +3,892 +19%