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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bradley Foster & Sargent
Connecticut
$529K
EFM
552
E Fund Management
China
$527K +$459K +16,614 New
PCM
553
Perritt Capital Management
Illinois
$523K +$14.9K +540 +3%
JWCA
554
J.W. Cole Advisors
Florida
$523K +$20.7K +749 +5%
CWM
555
Concentric Wealth Management
California
$522K -$30.9K -1,120 -6%
TU
556
TDAM USA
Ontario, Canada
$521K -$42.8K -1,551 -9%
ATPW
557
Ashton Thomas Private Wealth
Arizona
$519K -$11.3K -410 -2%
CGL
558
Clarius Group LLC
Washington
$519K +$18.8K +681 +4%
AIA
559
Affinity Investment Advisors
California
$516K -$52.5K -1,904 -10%
LWCFA
560
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$516K +$65.4K +2,368 +17%
SO
561
STRS Ohio
Ohio
$515K
BIAS
562
Beacon Investment Advisory Services
New Jersey
$513K
VCM
563
Virtue Capital Management
Tennessee
$511K -$347K -12,577 -44%
BDFN
564
Bond & Devick Financial Network
Minnesota
$510K
LGA
565
Lebenthal Global Advisors
New York
$509K +$143K +5,191 +48%
BJL
566
Brighton Jones LLC
Washington
$509K +$155K +5,625 +54%
MIAN
567
Mariner Independent Advisor Network
Kansas
$504K +$28.1K +1,017 +7%
BIM
568
Bridgecreek Investment Management
Oklahoma
$502K
APA
569
American Portfolios Advisors
New York
$496K +$369K +13,383 +596%
ED
570
Exane Derivatives
France
$495K -$205K -7,434 -32%
OFS
571
OneAscent Financial Services
Alabama
$490K -$13.4K -487 -3%
AMIM
572
Aull & Monroe Investment Management
Alabama
$490K
WF
573
Welch & Forbes
Massachusetts
$490K +$8.28K +300 +2%
BO
574
BRR OpCo
Ohio
$488K -$16.1K -583 -4%
LAM
575
Lingohr Asset Management
Germany
$488K