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Name Holding Trade Value Shares
Change
Change in
Stake
NAAA
676
New Age Alpha Advisors
New York
$584K -$7.6K -22 -1%
KA
677
KLCM Advisors
Wisconsin
$584K +$4.84K +14 +0.9%
PIM
678
Penobscot Investment Management
Massachusetts
$582K – – –
CFG
679
Citizens Financial Group
Rhode Island
$582K +$521K +1,509 New
PCS
680
Personal CFO Solutions
New Jersey
$573K -$58.7K -170 -10%
WAM
681
Watershed Asset Management
California
$564K -$76.7K -222 -13%
BHC
682
Bull Harbor Capital
Maryland
$556K +$131K +380 +36%
VCM
683
Versant Capital Management
Arizona
$554K -$33.2K -96 -6%
AWM
684
Avior Wealth Management
Nebraska
$552K -$682K -1,974 -58%
SI
685
Stirlingshire Investments
New York
$550K +$493K +1,426 New
MAM
686
McLean Asset Management
Virginia
$549K -$1.73K -5 -0.3%
KOC
687
Koss-Olinger Consulting
Florida
$546K – – –
AIM
688
Advyzon Investment Management
Illinois
$541K +$485K +1,403 New
PP
689
PDS Planning
Ohio
$538K +$2.42K +7 +0.5%
MYAM
690
Meiji Yasuda Asset Management
Japan
$528K +$111K +320 +30%
PL
691
Perpetual Ltd
Australia
$525K +$471K +1,363 New
AF
692
Avanza Fonder
Sweden
$523K +$469K +1,358 New
BNA
693
BankChampaign National Association
Illinois
$523K +$174K +503 +59%
SWP
694
Stratos Wealth Partners
Ohio
$522K -$37.3K -108 -7%
AA
695
Advisory Alpha
Michigan
$519K -$146K -423 -24%
Capstone Investment Advisors
696
Capstone Investment Advisors
New York
$517K +$464K +1,342 New
William Blair Investment Management
697
William Blair Investment Management
Illinois
$516K +$2.42K +7 +0.5%
CAM
698
Cresset Asset Management
Illinois
$514K +$48K +139 +12%
WIA
699
World Investment Advisors
California
$510K +$478K +1,384 New
WA
700
Waverly Advisors
Alabama
$506K +$105K +304 +30%