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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Sompo Asset Management
Japan
$3.29M -$147K -230 -4%
PDL
752
Portfolio Design Labs
California
$3.28M +$1.24M +1,944 +63%
KWA
753
Kingswood Wealth Advisors
California
$3.27M
BIM
754
Bridges Investment Management
Nebraska
$3.27M +$375K +588 +13%
GCM
755
Glynn Capital Management
California
$3.25M
VFM
756
Viking Fund Management
North Dakota
$3.25M
CPBTD
757
Central Pacific Bank - Trust Division
Hawaii
$3.22M +$3.21M +5,026 New
TFS
758
Thoroughbred Financial Services
Tennessee
$3.21M -$737K -1,155 -19%
BCM
759
Brasada Capital Management
Texas
$3.2M -$29.4K -46 -0.9%
SI
760
Scharf Investments
California
$3.19M +$179K +280 +6%
DCM
761
Decatur Capital Management
Georgia
$3.19M -$32.6K -51 -1%
FPFS
762
First Personal Financial Services
North Carolina
$3.19M -$107K -167 -3%
KOCAA
763
Knights of Columbus Asset Advisors
Connecticut
$3.18M +$2.38M +3,726 +318%
CCA
764
Catalyst Capital Advisors
New York
$3.18M -$47.9K -75 -2%
LT
765
Legacy Trust
Michigan
$3.16M -$1.09M -1,702 -26%
ISWM
766
Independent Solutions Wealth Management
New York
$3.14M -$119K -187 -4%
LSAG
767
Lake Street Advisors Group
New Hampshire
$3.12M -$19.8K -31 -0.6%
HA
768
Herold Advisors
New York
$3.12M -$202K -317 -6%
NIP
769
Nicholas Investment Partners
California
$3.12M
AP
770
Americana Partners
Texas
$3.11M +$337K +528 +12%
BBHC
771
Brown Brothers Harriman & Co
New York
$3.1M -$594K -930 -16%
BFG
772
Bleakley Financial Group
New Jersey
$3.1M +$30K +47 +1%
SM
773
STF Management
Texas
$3.08M +$10.2K +16 +0.3%
CG
774
Caprock Group
Idaho
$3.07M +$156K +245 +5%
CCG
775
Cloverfields Capital Group
Minnesota
$3.03M +$191K +300 +7%