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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
426
Cooper Financial Group
California
$904K -$5.9K -29 -0.6%
FTDI
427
First Trust Direct Indexing
Massachusetts
$895K +$21.8K +107 +2%
DDC
428
DF Dent & Co
Maryland
$890K -$95.6K -470 -10%
KA
429
Kerrisdale Advisers
Florida
$889K – – –
MGP
430
Metis Global Partners
California
$887K +$32.5K +160 +4%
ADBIC
431
A.D. Beadell Investment Counsel
Wisconsin
$884K – – –
IAS
432
Investment Advisory Services
Texas
$884K -$10.2K -50 -1%
DWT
433
Dorsey & Whitney Trust
South Dakota
$882K +$24.2K +119 +3%
CWM
434
Congress Wealth Management
Massachusetts
$877K +$876K +4,307 New
AIM
435
Anchor Investment Management
South Carolina
$870K -$1.73M -8,521 -67%
BJL
436
Brighton Jones LLC
Washington
$867K +$395K +1,944 +84%
NMERB
437
New Mexico Educational Retirement Board
New Mexico
$861K – – –
TC
438
TownSquare Capital
Utah
$858K +$164K +808 +24%
CG
439
Caprock Group
Idaho
$852K +$210K +1,034 +33%
VIM
440
Vista Investment Management
Pennsylvania
$850K +$52.5K +258 +7%
MCM
441
Manchester Capital Management
Vermont
$848K +$2.24K +11 +0.3%
TSWM
442
Triangle Securities Wealth Management
North Carolina
$829K +$72.2K +355 +10%
GIA
443
Gateway Investment Advisers
Ohio
$826K +$169K +833 +26%
BAM
444
Boyar Asset Management
New York
$817K +$40.7K +200 +5%
Canada Pension Plan Investment Board
445
Canada Pension Plan Investment Board
Ontario, Canada
$796K -$3.86M -18,981 -83%
SCM
446
Stonebridge Capital Management
California
$788K – – –
ACP
447
Aviance Capital Partners
Florida
$785K +$9.97K +49 +1%
HPC
448
HM Payson & Co
Maine
$785K -$9.56K -47 -1%
TIAA Trust, National Association
449
TIAA Trust, National Association
North Carolina
$767K -$15.1K -74 -2%
ACA
450
Atlas Capital Advisors
Wyoming
$766K -$65.3K -321 -8%