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Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
801
Fisher Asset Management
Washington
$609K +$117K +2,800 +29%
CCM
802
Cohen Capital Management
California
$606K – – –
DG
803
DMC Group
Alabama
$604K -$41.8K -1,000 -7%
FNBT
804
FineMark National Bank & Trust
Florida
$599K -$10K -240 -2%
AG
805
Ascent Group
Virginia
$591K +$121K +2,890 +32%
CFG
806
Cooper Financial Group
California
$576K +$12.5K +300 +3%
WB
807
WesBanco Bank
West Virginia
$573K -$23.8K -570 -5%
FCP
808
Fidelis Capital Partners
Florida
$571K +$2.92K +70 +0.6%
AAIS
809
ABN AMRO Investment Solutions
$567K – – –
QT
810
Quantamental Technologies
New York
$564K +$486K +11,630 New
BL
811
Balentine LLC
Georgia
$561K +$16.3K +390 +3%
SSWM
812
Smith Salley Wealth Management
North Carolina
$559K -$12.5K -300 -3%
BTI
813
Blue Trust Inc
Georgia
$554K -$19.2K -460 -3%
DCM
814
Driehaus Capital Management
Illinois
$552K +$475K +11,380 New
SCM
815
Stevens Capital Management
Pennsylvania
$551K +$475K +11,370 New
SIA
816
Schechter Investment Advisors
Michigan
$550K -$4.6K -110 -1%
SVWAG
817
Sound View Wealth Advisors Group
Georgia
$548K +$10K +240 +2%
MWM
818
Mission Wealth Management
California
$547K +$107K +2,570 +30%
ACM
819
Ategra Capital Management
Virginia
$545K +$1.67K +40 +0.4%
MIS
820
Morningstar Investment Services
Illinois
$545K +$41.8K +1,000 +10%
KFS
821
Kaizen Financial Strategies
California
$543K – – –
SWA
822
SFMG Wealth Advisors
Texas
$543K -$14.6K -350 -3%
BPA
823
Beacon Pointe Advisors
California
$542K -$48.9K -1,170 -9%
CB
824
Cadence Bank
Mississippi
$540K -$6.27K -150 -1%
CTA
825
Chesley Taft & Associates
Illinois
$539K -$37.6K -900 -7%