Name Holding Trade Value Shares
Change
Change in
Stake
BSW
576
Buckingham Strategic Wealth
Missouri
$946K +$6.04K +30 +0.7%
MC
577
Machina Capital
France
$940K +$890K +4,417 New
PL
578
Perpetual Ltd
Australia
$938K – – –
CC
579
Cedar Capital
Illinois
$931K +$150K +742 +20%
YWP
580
YorkBridge Wealth Partners
New York
$925K +$32.4K +161 +4%
CCM
581
Cadence Capital Management
Massachusetts
$922K +$5.44K +27 +0.6%
AI
582
Aperture Investors
New York
$910K +$961K +4,769 New
CCMD
583
Cypress Capital Management (Delaware)
Delaware
$908K -$5.04K -25 -0.6%
WAM
584
Wealthspire Advisors (Maryland)
Maryland
$901K +$5.44K +27 +0.6%
IFS
585
Ifrah Financial Services
Arkansas
$888K -$14.1K -70 -2%
CFA
586
CWS Financial Advisors
Michigan
$886K +$839K +4,163 New
TSS
587
Thomas Story & Son
Indiana
$884K – – –
PCM
588
Parsons Capital Management
Rhode Island
$872K -$20.2K -100 -2%
DTC
589
Davidson Trust Company
Washington
$855K +$810K +4,020 New
SGI
590
Summit Global Investments
Utah
$851K +$64.5K +320 +9%
QCG
591
Quadrant Capital Group
Ohio
$837K +$152K +753 +23%
ECM
592
Estabrook Capital Management
New York
$832K -$49.2K -244 -6%
SM
593
Sciencast Management
New Jersey
$824K +$801K +3,975 New
CBB
594
Citizens Business Bank
California
$820K -$110K -545 -12%
P
595
Pitcairn
Pennsylvania
$820K +$10.7K +53 +1%
TSW
596
Thompson Siegel & Walmsley
Virginia
$819K +$6.04K +30 +0.8%
OEP
597
Ocean Endowment Partners
Illinois
$809K +$766K +3,800 New
SW
598
SVB Wealth
Massachusetts
$808K +$68.9K +342 +10%
WCM
599
Whitener Capital Management
North Carolina
$804K – – –
Rockefeller Capital Management
600
Rockefeller Capital Management
New York
$804K +$84.6K +420 +13%