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Name Holding Trade Value Shares
Change
Change in
Stake
TFS
551
Thoroughbred Financial Services
Tennessee
$1.3M -$27.3K -730 -2%
SAM
552
Shell Asset Management
Netherlands
$1.27M -$232K -6,190 -15%
UIA
553
UBP Investment Advisors
Switzerland
$1.27M -$640K -17,120 -42%
JCM
554
Jacobi Capital Management
Pennsylvania
$1.27M +$57.2K +1,530 +5%
DCM
555
Davidson Capital Management
Texas
$1.27M -$249K -6,650 -16%
HIC
556
Holderness Investments Company
North Carolina
$1.26M
RC
557
RegentAtlantic Capital
New Jersey
$1.25M +$292K +7,810 +30%
FFWA
558
FRG Family Wealth Advisors
Washington
$1.25M
CWAF
559
Core Wealth Advisors (Florida)
Florida
$1.24M +$1.27M +33,890 New
SA
560
SRN Advisors
Pennsylvania
$1.24M +$17.2K +460 +1%
GT
561
Greenleaf Trust
Michigan
$1.24M +$78.2K +2,090 +7%
CNBT
562
Cornerstone National Bank & Trust
Illinois
$1.21M -$142K -3,790 -10%
CRC
563
Curi RMB Capital
Illinois
$1.21M
SC
564
SRB Corp
Massachusetts
$1.21M
HVIA
565
Hudson Valley Investment Advisors
New York
$1.19M +$1.22M +32,560 New
PCA
566
Peddock Capital Advisors
Massachusetts
$1.19M +$191K +5,110 +19%
NO
567
Ninety One
South Africa
$1.18M +$88.6K +2,370 +8%
FHB
568
First Hawaiian Bank
Hawaii
$1.17M -$10.5K -280 -0.9%
MMG
569
Monetary Management Group
Missouri
$1.17M
GIA
570
Gladstone Institutional Advisory
Florida
$1.15M +$1.17M +31,360 New
PI
571
PEAK6 Investments
Illinois
$1.13M -$5.74M -153,460 -83%
LFM
572
LGT Fund Management
Liechtenstein
$1.11M +$1.16M +30,940 New
VWM
573
Venturi Wealth Management
Texas
$1.11M -$160K -4,290 -12%
EFM
574
E Fund Management
China
$1.11M +$47.1K +1,260 +4%
LCP
575
Legacy Capital Partners
Wisconsin
$1.11M