Name Holding Trade Value Shares
Change
Change in
Stake
ACA
551
Atlas Capital Advisors
Wyoming
$674K -$219K -6,917 -22%
HI
552
Horizon Investments
North Carolina
$670K +$5.44K +172 +0.7%
NW
553
NewEdge Wealth
Pennsylvania
$665K +$25.8K +815 +4%
NDSI
554
Newman Dignan & Sheerar Inc
Rhode Island
$665K +$50.7K +1,601 +7%
BFA
555
Beacon Financial Advisory
Ohio
$661K -$3.86K -122 -0.5%
TCA
556
Teewinot Capital Advisers
New York
$659K – – –
SAM
557
Silvercrest Asset Management
New York
$655K +$73.4K +2,321 +11%
ECA
558
Elevated Capital Advisors
Utah
$653K +$116K +3,673 +18%
PI
559
PineBridge Investments
New York
$653K +$746K +23,574 New
RG
560
Rathbones Group
United Kingdom
$646K -$32.1K -1,015 -4%
TFA
561
Transamerica Financial Advisors
Florida
$638K +$141K +4,455 +24%
B
562
Bailard
California
$636K +$62.5K +1,976 +9%
LIM
563
Longfellow Investment Management
Massachusetts
$627K +$716K +22,635 New
PCS
564
Personal CFO Solutions
New Jersey
$627K -$6.83K -216 -0.9%
LGA
565
Lebenthal Global Advisors
New York
$626K +$177K +5,605 +33%
NVCHI
566
New Vernon Capital Holdings II
New Jersey
$618K – – –
VSQM
567
V-Square Quantitative Management
Illinois
$617K +$29.1K +920 +4%
MAM
568
Meeder Asset Management
Ohio
$614K +$445K +14,072 +174%
MFG
569
Merit Financial Group
Georgia
$614K +$701K +22,158 New
PS
570
Principal Securities
Iowa
$607K – – –
IFU
571
iSAM Funds (UK)
United Kingdom
$602K +$385K +12,154 +127%
HCA
572
Harbor Capital Advisors
Illinois
$599K +$256K +8,082 +60%
HI
573
Human Investing
Oregon
$598K -$21.4K -678 -3%
DA
574
Denali Advisors
California
$592K – – –
WT
575
Whittier Trust
California
$590K -$107K -3,385 -14%