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Name Holding Trade Value Shares
Change
Change in
Stake
PL
576
Perpetual Ltd
Australia
$938K
CC
577
Cedar Capital
Illinois
$931K +$150K +742 +20%
YWP
578
YorkBridge Wealth Partners
New York
$925K +$32.4K +161 +4%
CCM
579
Cadence Capital Management
Massachusetts
$922K +$5.44K +27 +0.6%
AI
580
Aperture Investors
New York
$910K +$961K +4,769 New
CCMD
581
Cypress Capital Management (Delaware)
Delaware
$908K -$5.04K -25 -0.6%
WAM
582
Wealthspire Advisors (Maryland)
Maryland
$901K +$5.44K +27 +0.6%
IFS
583
Ifrah Financial Services
Arkansas
$888K -$14.1K -70 -2%
CFA
584
CWS Financial Advisors
Michigan
$886K +$839K +4,163 New
TSS
585
Thomas Story & Son
Indiana
$884K
PCM
586
Parsons Capital Management
Rhode Island
$872K -$20.2K -100 -2%
DTC
587
Davidson Trust Company
Washington
$855K +$810K +4,020 New
SGI
588
Summit Global Investments
Utah
$851K +$64.5K +320 +9%
QCG
589
Quadrant Capital Group
Ohio
$837K +$152K +753 +23%
ECM
590
Estabrook Capital Management
New York
$832K -$49.2K -244 -6%
SM
591
Sciencast Management
New Jersey
$824K +$801K +3,975 New
CBB
592
Citizens Business Bank
California
$820K -$110K -545 -12%
P
593
Pitcairn
Pennsylvania
$820K +$10.7K +53 +1%
TSW
594
Thompson Siegel & Walmsley
Virginia
$819K +$6.04K +30 +0.8%
OEP
595
Ocean Endowment Partners
Illinois
$809K +$766K +3,800 New
SW
596
SVB Wealth
Massachusetts
$808K +$68.9K +342 +10%
WCM
597
Whitener Capital Management
North Carolina
$804K
Rockefeller Capital Management
598
Rockefeller Capital Management
New York
$804K +$84.6K +420 +13%
DAC
599
Dividend Assets Capital
South Carolina
$798K -$227K -1,125 -23%
HCM
600
Howland Capital Management
Massachusetts
$787K -$12.7K -63 -2%