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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
926
Essex Financial Services
Connecticut
$293K -$163 -2 -0.1%
HSA
927
HBK Sorce Advisory
Pennsylvania
$290K +$275K +3,366 New
BAM
928
Berkshire Asset Management
Pennsylvania
$284K
CAG
929
Crestwood Advisors Group
Massachusetts
$283K +$21.6K +265 +9%
JFGIW
930
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$75.1K +920 +39%
BIM
931
Baldwin Investment Management
Pennsylvania
$280K
CAM
932
Cypress Asset Management
Texas
$278K
Royal London Asset Management
933
Royal London Asset Management
United Kingdom
$276K +$5.65M +69,238 +28%
IIM
934
Intact Investment Management
Quebec, Canada
$276K
KAH
935
Kathryn A. Hall
$276K +$261K +3,200 New
CFA
936
Capstone Financial Advisors
Illinois
$275K +$261K +3,196 New
CWA
937
Constellation Wealth Advisors
New York
$274K
I
938
IberiaBank
Louisiana
$274K +$259K +3,178 New
FAM
939
Fred Alger Management
New York
$269K -$12.3K -151 -5%
Truist Financial
940
Truist Financial
North Carolina
$267K -$30.8K -377 -11%
PHK
941
Point72 Hong Kong
Hong Kong
$261K +$131K +1,601 +112%
OMCS
942
Old Mutual Customised Solutions
South Africa
$258K -$49K -600 -17%
BTW
943
Boston Trust Walden
Massachusetts
$258K
WA
944
Wheatland Advisors
Pennsylvania
$258K
MC
945
Middleton & Co
Massachusetts
$258K +$3.51K +43 +1%
VAM
946
Visium Asset Management
New York
$258K +$244K +2,984 New
MFS
947
Madrona Financial Services
Washington
$258K +$245K +3,000 New
OAMG
948
Odey Asset Management Group
United Kingdom
$258K +$245K +3,000 New
TWM
949
Torch Wealth Management
Ohio
$258K +$245K +3,000 New
MWAC
950
Mariner Wealth Advisors (Cincinnati)
Ohio
$257K +$243K +2,982 New