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Name Holding Trade Value Shares
Change
Change in
Stake
Advisor Partners II
526
Advisor Partners II
California
$658K -$16.1K -78 -2%
AWA
527
Arete Wealth Advisors
Illinois
$658K -$10.3K -50 -1%
SFI
528
Siemens Fonds Invest
Germany
$655K -$15.2K -74 -2%
Graham Capital Management
529
Graham Capital Management
Connecticut
$652K +$681K +3,310 New
FIM
530
Freedom Investment Management
Connecticut
$652K -$124K -603 -15%
FPFS
531
First Personal Financial Services
North Carolina
$650K – – –
Clearstead Advisors
532
Clearstead Advisors
Ohio
$647K – – –
First Horizon Advisors
533
First Horizon Advisors
Tennessee
$641K +$90.1K +438 +16%
Northwestern Mutual Investment Management Company
534
Northwestern Mutual Investment Management Company
Wisconsin
$639K +$1.85K +9 +0.3%
PMA
535
Prudent Man Advisors
Illinois
$634K -$1.03K -5 -0.2%
Welch & Forbes
536
Welch & Forbes
Massachusetts
$634K -$22.6K -110 -3%
BS
537
Bessemer Securities
New York
$627K -$282K -1,369 -30%
EAM
538
Empirical Asset Management
Massachusetts
$612K +$639K +3,106 New
BMCM
539
Burns Matteson Capital Management
New York
$610K -$11.5K -56 -2%
LAM
540
Lingohr Asset Management
Germany
$610K +$232K +1,129 +57%
Cresset Asset Management
541
Cresset Asset Management
Illinois
$603K +$55.1K +268 +10%
EFS
542
Essex Financial Services
Connecticut
$601K -$7.41K -36 -1%
V
543
ViaWealth
Kansas
$597K – – –
DGAM
544
Desjardins Global Asset Management
Quebec, Canada
$595K -$10.3K -50 -2%
TIAA FSB
545
TIAA FSB
Florida
$590K -$98.4K -478 -14%
PCM
546
Parsons Capital Management
Rhode Island
$585K +$611K +2,968 New
Tidal Investments
547
Tidal Investments
Wisconsin
$585K -$365K -1,775 -37%
CPIA
548
Cornell Pochily Investment Advisors
New York
$585K +$5.14K +25 +0.9%
DSC
549
Duncker Streett & Co
Missouri
$584K – – –
Caprock Group
550
Caprock Group
Idaho
$584K +$610K +2,962 New