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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
526
Dimension Capital Management
Florida
$853K +$757K +3,685 New
UCFA
527
United Capital Financial Advisors
Texas
$844K +$308K +1,501 +70%
KFA
528
Kelleher Financial Advisors
New York
$838K -$5.54K -27 -0.7%
B
529
Birchbrook
Maine
$836K +$742K +3,612 New
AIMCA
530
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$833K -$33.9M -164,902 -98%
NFC
531
Northeast Financial Consultants
Connecticut
$828K +$308K +1,500 +72%
KOCAA
532
Knights of Columbus Asset Advisors
Connecticut
$828K +$6.16K +30 +0.8%
Lido Advisors
533
Lido Advisors
California
$810K +$200K +976 +39%
CA
534
Cetera Advisors
Colorado
$805K +$169K +823 +31%
IWA
535
IVC Wealth Advisors
Pennsylvania
$804K -$10.3K -50 -1%
FB
536
Fulton Bank
Pennsylvania
$791K -$8.62K -42 -1%
LOIM
537
Liberty One Investment Management
Illinois
$782K -$35.1K -171 -5%
FC
538
FORA Capital
Florida
$780K -$2.86M -13,948 -81%
MOS
539
MGO One Seven
Ohio
$775K +$58.5K +285 +9%
Boston Partners
540
Boston Partners
Massachusetts
$775K -$92.6M -451,003 -99%
CHAM
541
Clear Harbor Asset Management
Connecticut
$769K +$312K +1,521 +84%
CC
542
Chicago Capital
Illinois
$751K -$100K -487 -13%
GTAM
543
Global Trust Asset Management
Florida
$750K
CW
544
CreativeOne Wealth
Kansas
$747K +$15.6K +76 +2%
GVAG
545
Great Valley Advisor Group
Delaware
$746K +$259K +1,261 +64%
HCA
546
Harbor Capital Advisors
Illinois
$732K
GT
547
Greenleaf Trust
Michigan
$730K +$11.9K +58 +2%
BRWA
548
B. Riley Wealth Advisors
Florida
$725K -$89.5K -436 -12%
MFG
549
MidWestOne Financial Group
Iowa
$716K +$202K +982 +47%
BIM
550
Baldwin Investment Management
Pennsylvania
$710K +$21.6K +105 +4%