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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$717K -$3.79K -319 -0.6%
BFS
352
Bradley Foster & Sargent
Connecticut
$717K +$336K +28,280 +132%
MCM
353
MAI Capital Management
Ohio
$712K -$10.3K -870 -2%
NMERB
354
New Mexico Educational Retirement Board
New Mexico
$700K – – –
CCM
355
Cutler Capital Management
Massachusetts
$697K -$27.7K -2,332 -5%
PAM
356
Panagora Asset Management
Massachusetts
$692K +$154 +13 +0%
DS
357
DRW Securities
Illinois
$677K -$140K -11,800 -20%
IF
358
Intrua Financial
Texas
$666K +$61.9K +5,212 +13%
ANTB
359
AMG National Trust Bank
Colorado
$660K +$544K +45,820 New
OSAM
360
O'Shaughnessy Asset Management
Connecticut
$659K +$230K +19,373 +73%
PIM
361
Penobscot Investment Management
Massachusetts
$652K +$95K +8,000 +21%
JPWM
362
Jamison Private Wealth Management
Georgia
$630K +$1.72K +145 +0.3%
BFEC
363
Benjamin F. Edwards & Company
Missouri
$630K +$199K +16,732 +62%
FTDI
364
First Trust Direct Indexing
Massachusetts
$626K +$185K +15,591 +56%
BRWA
365
B. Riley Wealth Advisors
Florida
$622K -$69.2K -5,824 -12%
Teacher Retirement System of Texas
366
Teacher Retirement System of Texas
Texas
$619K -$350K -29,470 -41%
COI
367
Connable Office Inc
Michigan
$618K -$35.9K -3,023 -7%
SC
368
Sapient Capital
Indiana
$608K +$501K +42,217 New
PVI
369
Pine Valley Investments
New Jersey
$603K +$3.33K +280 +0.7%
SM
370
Salzhauer Michael
$601K +$81.1K +6,830 +20%
MHS
371
M Holdings Securities
Oregon
$585K +$56.9K +4,790 +13%
William Blair & Company
372
William Blair & Company
Illinois
$581K -$82.7K -6,968 -15%
HIC
373
Holderness Investments Company
North Carolina
$580K +$479K +40,304 New
SYBT
374
Stock Yards Bank & Trust
Kentucky
$575K -$64.1K -5,396 -12%
LCGC
375
Legacy Capital Group California
California
$571K +$499 +42 +0.1%