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Name Holding Trade Value Shares
Change
Change in
Stake
PP
626
Patten & Patten
Tennessee
$5.67M -$163K -4,005 -3%
BFG
627
Bleakley Financial Group
New Jersey
$5.66M +$65.2K +1,605 +1%
MC
628
Moors & Cabot
Massachusetts
$5.65M -$55.8K -1,374 -1%
SS
629
Simplicity Solutions
Minnesota
$5.64M +$53.4K +1,314 +1%
Focus Partners Wealth
630
Focus Partners Wealth
Massachusetts
$5.63M +$4.55M +112,105 New
CL
631
Choreo LLC
Illinois
$5.63M +$2.65M +65,260 +139%
B
632
Bailard
California
$5.6M -$130K -3,208 -3%
FMWA
633
Forvis Mazars Wealth Advisors
Missouri
$5.57M -$67.9K -1,671 -1%
CCB
634
Country Club Bank
Missouri
$5.56M -$123K -3,020 -3%
BCM
635
Birmingham Capital Management
Alabama
$5.56M -$49.8K -1,225 -1%
GCM
636
Garland Capital Management
Washington
$5.45M -$384K -9,446 -8%
IIM
637
INTECH Investment Management
Florida
$5.43M -$2.12M -52,094 -33%
FNBOMD
638
First National Bank of Mount Dora
Florida
$5.42M -$25.4K -625 -0.6%
MCM
639
Mengis Capital Management
Oregon
$5.41M – – –
QT
640
Quantbot Technologies
New York
$5.4M +$4.37M +107,533 New
FI
641
FJ Investments
Utah
$5.37M +$4.34M +106,886 New
MPIM
642
McGinn Penninger Investment Management
Virginia
$5.34M -$41.8K -1,030 -1%
HEIP
643
Hudson Edge Investment Partners
New Jersey
$5.31M -$105K -2,577 -2%
EWA
644
EP Wealth Advisors
California
$5.31M +$502K +12,356 +13%
CCG
645
Cypress Capital Group
Florida
$5.29M +$89.6K +2,206 +2%
CBTWT
646
Community Bank & Trust (Waco, Texas)
Texas
$5.28M -$820K -20,192 -16%
BSG
647
Black Swift Group
Colorado
$5.28M +$4.27M +105,000 New
UWM
648
Udine Wealth Management
Florida
$5.27M -$78.8K -1,939 -2%
SFA
649
Sequoia Financial Advisors
Ohio
$5.26M +$1.51M +37,233 +55%
GIM
650
Guardian Investment Management
California
$5.21M -$112K -2,749 -3%