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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1026
HBK Sorce Advisory
Pennsylvania
$805K -$8.03K -13 -1%
AC
1027
ASB Consultores
Florida
$805K +$773K +1,252 New
NMG
1028
New Millennium Group
Utah
$803K +$771K +1,249 New
PCM
1029
Penserra Capital Management
California
$800K +$138K +224 +22%
PFM
1030
Parsec Financial Management
North Carolina
$797K
ALAM
1031
Asahi Life Asset Management
Japan
$796K -$125K -202 -14%
NSIM
1032
North Star Investment Management
Illinois
$791K
Grantham, Mayo, Van Otterloo & Co (GMO)
1033
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$790K +$185K +300 +32%
MGIM
1034
M&G Investment Management
United Kingdom
$786K -$41M -66,415 -98%
CB
1035
CNB Bank
Pennsylvania
$781K +$40.7K +66 +6%
NRS
1036
Neville Rodie & Shaw
New York
$776K
MSFS
1037
Main Street Financial Solutions
Pennsylvania
$773K +$72.2K +117 +11%
BG
1038
Bahl & Gaynor
Ohio
$772K
AFS
1039
Aft Forsyth & Sober
Florida
$772K +$741K +1,200 New
WFC
1040
Western Financial Corp
California
$768K +$56.2K +91 +8%
VPI
1041
Value Partners Investments
Manitoba, Canada
$762K +$136K +220 +23%
LSA
1042
Leonteq Securities AG
Switzerland
$762K +$144K +233 +25%
CT
1043
Chicago Trust
Illinois
$759K -$3.09K -5 -0.4%
Lido Advisors
1044
Lido Advisors
California
$756K +$87K +141 +14%
SHGA
1045
Sand Hill Global Advisors
California
$751K -$66.7K -108 -8%
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$749K +$256K +415 +55%
BC
1047
Bartlett & Co
Ohio
$749K +$256K +415 +55%
TA
1048
Trellis Advisors
Washington
$744K -$6.17K -10 -0.9%
WMA
1049
Wealth Management Associates
New Jersey
$740K
WA
1050
Wealth Alliance
New York
$735K +$115K +186 +19%