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Name Holding Trade Value Shares
Change
Change in
Stake
VFS
926
VSR Financial Services
Kansas
$302K +$22.8K +279 +9%
MIAN
927
Mariner Independent Advisor Network
Kansas
$298K +$9.88K +121 +4%
FNYS
928
First New York Securities
New York
$297K -$19.9K -244 -7%
ACM
929
Azimuth Capital Management
Michigan
$294K – – –
EFS
930
Essex Financial Services
Connecticut
$293K -$163 -2 -0.1%
HSA
931
HBK Sorce Advisory
Pennsylvania
$290K +$275K +3,366 New
BAM
932
Berkshire Asset Management
Pennsylvania
$284K – – –
CAG
933
Crestwood Advisors Group
Massachusetts
$283K +$21.6K +265 +9%
JFGIW
934
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$75.1K +920 +39%
BIM
935
Baldwin Investment Management
Pennsylvania
$280K – – –
CAM
936
Cypress Asset Management
Texas
$278K – – –
IIM
937
Intact Investment Management
Quebec, Canada
$276K – – –
KAH
938
Kathryn A. Hall
$276K +$261K +3,200 New
CFA
939
Capstone Financial Advisors
Illinois
$275K +$261K +3,196 New
CWA
940
Constellation Wealth Advisors
New York
$274K – – –
I
941
IberiaBank
Louisiana
$274K +$259K +3,178 New
FAM
942
Fred Alger Management
New York
$269K -$12.3K -151 -5%
Truist Financial
943
Truist Financial
North Carolina
$267K -$30.8K -377 -11%
PHK
944
Point72 Hong Kong
Hong Kong
$261K +$131K +1,601 +112%
OMCS
945
Old Mutual Customised Solutions
South Africa
$258K -$49K -600 -17%
BTW
946
Boston Trust Walden
Massachusetts
$258K – – –
WA
947
Wheatland Advisors
Pennsylvania
$258K – – –
MC
948
Middleton & Co
Massachusetts
$258K +$3.51K +43 +1%
VAM
949
Visium Asset Management
New York
$258K +$244K +2,984 New
MFS
950
Madrona Financial Services
Washington
$258K +$245K +3,000 New