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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
526
Arete Wealth Advisors
Illinois
$658K -$10.3K -50 -1%
SFI
527
Siemens Fonds Invest
Germany
$655K -$15.2K -74 -2%
GCM
528
Graham Capital Management
Connecticut
$652K +$681K +3,310 New
FIM
529
Freedom Investment Management
Connecticut
$652K -$124K -603 -15%
FPFS
530
First Personal Financial Services
North Carolina
$650K
CA
531
Clearstead Advisors
Ohio
$647K
FHA
532
First Horizon Advisors
Tennessee
$641K +$90.1K +438 +16%
NMIMC
533
Northwestern Mutual Investment Management Company
Wisconsin
$639K +$1.85K +9 +0.3%
PMA
534
Prudent Man Advisors
Illinois
$634K -$1.03K -5 -0.2%
WF
535
Welch & Forbes
Massachusetts
$634K -$22.6K -110 -3%
BS
536
Bessemer Securities
New York
$627K -$282K -1,369 -30%
EAM
537
Empirical Asset Management
Massachusetts
$612K +$639K +3,106 New
BMCM
538
Burns Matteson Capital Management
New York
$610K -$11.5K -56 -2%
LAM
539
Lingohr Asset Management
Germany
$610K +$232K +1,129 +57%
CAM
540
Cresset Asset Management
Illinois
$603K +$55.1K +268 +10%
EFS
541
Essex Financial Services
Connecticut
$601K -$7.41K -36 -1%
V
542
ViaWealth
Kansas
$597K
DGAM
543
Desjardins Global Asset Management
Quebec, Canada
$595K -$10.3K -50 -2%
TF
544
TIAA FSB
Florida
$590K -$98.4K -478 -14%
PCM
545
Parsons Capital Management
Rhode Island
$585K +$611K +2,968 New
TI
546
Tidal Investments
Wisconsin
$585K -$365K -1,775 -37%
CPIA
547
Cornell Pochily Investment Advisors
New York
$585K +$5.14K +25 +0.9%
DSC
548
Duncker Streett & Co
Missouri
$584K
CG
549
Caprock Group
Idaho
$584K +$610K +2,962 New
ATC
550
Argent Trust Co
Tennessee
$584K +$17.9K +87 +3%