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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
526
Federated Hermes
Pennsylvania
$663K -$89.9K -5,103 -13%
WHG
527
Westwood Holdings Group
Texas
$660K +$609K +34,545 New
RC
528
Roundview Capital
New Jersey
$657K -$12.2K -690 -2%
PA
529
Pinnacle Associates
New York
$653K +$41.4K +2,352 +7%
GXJ
530
Global X Japan
Japan
$652K -$8.35K -474 -1%
ETC
531
Exchange Traded Concepts
Oklahoma
$640K +$38.7K +2,196 +7%
CPW
532
Cove Private Wealth
New York
$638K – – –
EHC
533
Everett Harris & Co
California
$637K -$53.3K -3,026 -8%
PWM
534
Perigon Wealth Management
California
$635K -$18.4K -1,047 -3%
BEI
535
Benjamin Edwards Inc
Missouri
$625K +$320K +18,134 +124%
AIA
536
AssuredPartners Investment Advisors
Florida
$625K +$54.1K +3,073 +10%
VCM
537
Violich Capital Management
California
$625K – – –
AIP
538
Ameritas Investment Partners
Nebraska
$610K -$16.9K -960 -3%
RIL
539
Rothschild Investment LLC
Illinois
$609K -$166K -9,441 -23%
TAFW
540
Tred Avon Family Wealth
Maryland
$607K +$559K +31,753 New
MFIM
541
Mesirow Financial Investment Management
Illinois
$606K +$2.96K +168 +0.5%
CWA
542
Canvas Wealth Advisors
Kansas
$605K +$78.1K +4,434 +16%
AIA
543
Affinity Investment Advisors
California
$605K +$558K +31,654 New
OP
544
Oslo Pensjonsforsikring
$596K +$72.1K +4,091 +15%
EF
545
Empirical Finance
Pennsylvania
$593K +$47.5K +2,698 +10%
CAM
546
Claret Asset Management
Quebec, Canada
$587K -$94.6K -5,371 -15%
Envestnet Portfolio Solutions
547
Envestnet Portfolio Solutions
Illinois
$581K -$3.21K -182 -0.6%
VT
548
Vise Technologies
New York
$580K -$758 -43 -0.1%
Fidelity International
549
Fidelity International
Bermuda
$578K -$306K -17,377 -36%
MTIM
550
Marathon Trading Investment Management
Pennsylvania
$577K -$180K -10,200 -25%