Name Holding Trade Value Shares
Change
Change in
Stake
MC
576
Montag & Caldwell
Georgia
$500K +$34.2K +175 +8%
KPWS
577
Kestra Private Wealth Services
Texas
$500K -$412K -2,110 -46%
ECM
578
Everence Capital Management
Indiana
$499K -$469K -2,398 -49%
TRCT
579
Tower Research Capital (TRC)
New York
$495K -$2.32M -11,877 -83%
KFS
580
Kurt F. Somerville
$495K – – –
SF
581
Synovus Financial
Georgia
$485K +$25.8K +132 +6%
HWM
582
HB Wealth Management
Georgia
$482K +$24K +123 +5%
Acadian Asset Management
583
Acadian Asset Management
Massachusetts
$479K – – –
FAM
584
Formidable Asset Management
Ohio
$479K – – –
BAM
585
Blueshift Asset Management
New Jersey
$476K -$2.29M -11,695 -83%
CCIA
586
Campbell & Co Investment Adviser
Maryland
$475K -$26.6K -136 -5%
MSCM
587
McElhenny Sheffield Capital Management
Texas
$472K +$586 +3 +0.1%
BWM
588
BlackDiamond Wealth Management
New York
$471K +$33.2K +170 +8%
CL
589
CSS LLC
Illinois
$471K -$798K -4,083 -64%
PWS
590
Precision Wealth Strategies
Missouri
$471K -$7.82K -40 -2%
MMG
591
Monetary Management Group
Missouri
$471K – – –
SAM
592
S.A. Mason
Michigan
$471K – – –
MGP
593
Metis Global Partners
California
$469K +$120K +613 +36%
FRM
594
Fox Run Management
Connecticut
$468K +$144K +738 +47%
RWA
595
River Wealth Advisors
Pennsylvania
$456K -$16K -82 -4%
SCA
596
Snowden Capital Advisors
New York
$456K -$97.1K -497 -18%
HSA
597
HBK Sorce Advisory
Pennsylvania
$451K +$123K +631 +40%
WAP
598
Wealthcare Advisory Partners
Pennsylvania
$450K +$434K +2,222 New
SI
599
Stephens Inc
Arkansas
$444K -$41.6K -213 -9%
MCM
600
MAI Capital Management
Ohio
$441K -$35.8K -183 -8%