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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
601
Ipswich Investment Management
Massachusetts
$586K – – –
DILIC
602
Dai-ichi Life Insurance Company
Japan
$585K – – –
SAM
603
Seelaus Asset Management
New Jersey
$575K -$343K -1,507 -38%
FAM
604
Formidable Asset Management
Ohio
$574K -$21.2K -93 -4%
AIL
605
AGF Investments LLC
Ontario, Canada
$571K +$549K +2,409 New
RCA
606
Resonant Capital Advisors
Wisconsin
$570K +$3.19K +14 +0.6%
TA
607
Trellis Advisors
Washington
$568K – – –
MMG
608
Monetary Management Group
Missouri
$563K -$2.51K -11 -0.5%
Rafferty Asset Management
609
Rafferty Asset Management
New York
$557K +$47.4K +208 +10%
KPWS
610
Kestra Private Wealth Services
Texas
$554K +$61.5K +270 +13%
SAM
611
S.A. Mason
Michigan
$552K – – –
CIC
612
Carnegie Investment Counsel
Ohio
$550K -$30.5K -134 -5%
HI
613
Horizon Investments
North Carolina
$548K -$594K -2,606 -53%
1WA
614
180 Wealth Advisors
Washington
$548K +$99.8K +438 +26%
FL
615
Fort LP
Maryland
$547K +$526K +2,308 New
IAA
616
Independent Advisor Alliance
North Carolina
$532K -$7.75K -34 -1%
JIC
617
Johnson Investment Counsel
Ohio
$532K -$2.05K -9 -0.4%
PGA
618
Portland Global Advisors
Maine
$532K +$192K +844 +60%
PA
619
Profund Advisors
Maryland
$528K +$3.19K +14 +0.6%
CA
620
Clearstead Advisors
Ohio
$518K +$1.82K +8 +0.4%
GHAM
621
Gilman Hill Asset Management
Connecticut
$516K – – –
CIA
622
Capital Investment Advisors
Georgia
$513K +$2.73K +12 +0.6%
PTC
623
Private Trust Company
Ohio
$512K -$713K -3,129 -59%
MFW
624
Meristem Family Wealth
Minnesota
$509K +$490K +2,149 New
PFC
625
Phocas Financial Corp
California
$506K – – –