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Name Holding Trade Value Shares
Change
Change in
Stake
JC
551
Jacobs & Co
California
$424K -$83.9K -4,426 -18%
CI Investments Inc
552
CI Investments Inc
Ontario, Canada
$423K +$23.8K +1,258 +7%
CWM
553
Concentric Wealth Management
California
$422K -$50K -2,640 -11%
CA
554
Clearstead Advisors
Ohio
$416K -$35.5K -1,875 -8%
MFG
555
Menard Financial Group
Texas
$414K +$382K +20,168 New
SMH
556
Sanders Morris Harris
Texas
$413K -$56.8K -3,000 -13%
EWM
557
Empirical Wealth Management
Washington
$402K -$123K -6,510 -25%
ANRIA
558
American National Registered Investment Advisor
Texas
$397K – – –
AMIM
559
Aull & Monroe Investment Management
Alabama
$387K -$1.9K -100 -0.5%
BO
560
BRR OpCo
Ohio
$386K -$38 -2 -0%
MC
561
Machina Capital
France
$383K +$353K +18,644 New
Lazard Asset Management
562
Lazard Asset Management
New York
$380K -$762K -40,236 -68%
CCIA
563
Campbell & Co Investment Adviser
Maryland
$373K +$125K +6,573 +57%
AMG
564
Asset Management Group
Connecticut
$373K +$344K +18,174 New
LOAME
565
Lombard Odier Asset Management (Europe)
United Kingdom
$366K – – –
CCG
566
Cypress Capital Group
Florida
$360K -$35.1K -1,854 -10%
BFS
567
Bradley Foster & Sargent
Connecticut
$359K -$12.3K -650 -4%
CAM
568
Cresset Asset Management
Illinois
$359K +$18.9K +999 +6%
CGA
569
Crescent Grove Advisors
Illinois
$358K +$28.4K +1,500 +10%
SI
570
Stephens Inc
Arkansas
$357K -$41.5K -2,193 -11%
Cerity Partners
571
Cerity Partners
New York
$356K -$89.5K -4,723 -21%
IRC
572
Investors Research Corp
Georgia
$350K – – –
MIC
573
Meridian Investment Counsel
California
$348K -$34.2K -1,806 -10%
ANI
574
American National Insurance
Texas
$342K – – –
PWMG
575
Prestige Wealth Management Group
New Jersey
$341K -$11.4K -602 -4%