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Name Holding Trade Value Shares
Change
Change in
Stake
RA
751
RFG Advisory
Alabama
$593K +$39.7K +127 +8%
FIM
752
Freedom Investment Management
Connecticut
$593K +$298K +953 +110%
CCA
753
Conestoga Capital Advisors
Pennsylvania
$589K
HI
754
Horizon Investments
North Carolina
$584K -$496K -1,586 -47%
BAMCO Inc
755
BAMCO Inc
New York
$581K +$160K +510 +40%
WANY
756
Wealthspire Advisors (New York)
New York
$576K +$20.6K +66 +4%
AWM
757
Altium Wealth Management
New York
$575K +$10K +32 +2%
RWA
758
Ropes Wealth Advisors
Massachusetts
$575K +$70.4K +225 +15%
IEFM
759
IQ EQ Fund Management
Ireland
$569K
GAG
760
GM Advisory Group
New York
$561K
Aristotle Capital Management
761
Aristotle Capital Management
California
$561K +$313 +1 +0.1%
TMAM
762
Tokio Marine Asset Management
Japan
$561K +$116K +372 +28%
EAM
763
Evanson Asset Management
California
$556K -$62.6K -200 -10%
GIM
764
Goelzer Investment Management
Indiana
$556K -$15.6K -50 -3%
RSC
765
Red Spruce Capital
Pennsylvania
$556K +$20.3K +65 +4%
CWM
766
Concentric Wealth Management
California
$555K -$125K -400 -19%
PL
767
Parthenon LLC
Kentucky
$555K
ANTB
768
AMG National Trust Bank
Colorado
$554K +$85.7K +274 +19%
IIC
769
Integrated Investment Consultants
Michigan
$553K +$3.44K +11 +0.7%
HIM
770
Hillsdale Investment Management
Ontario, Canada
$549K -$6.26K -20 -1%
PCA
771
Personal Capital Advisors
California
$547K +$67.9K +217 +15%
MLL
772
Moody Lynn & Lieberson
Massachusetts
$545K
DACG
773
Donor Advised Charitable Giving
California
$542K
CWM
774
Confluence Wealth Management
Oregon
$540K -$273K -873 -30%
PVH
775
Psagot Value Holdings
Israel
$538K