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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
951
Parisi Gray Wealth Management
New Jersey
$7.28M +$35.7K +78 +0.5%
MS
952
Marshall & Sullivan
Washington
$7.27M -$83.2K -182 -1%
SCP
953
Shorepoint Capital Partners
Massachusetts
$7.27M -$697K -1,525 -9%
PGFC
954
Peapack-Gladstone Financial Corp
New Jersey
$7.26M -$30.6K -67 -0.4%
PWG
955
Portside Wealth Group
Utah
$7.24M -$373K -815 -5%
AC
956
Addenda Capital
Quebec, Canada
$7.24M -$19.2K -42 -0.3%
WF
957
Welch & Forbes
Massachusetts
$7.23M -$11.9K -26 -0.2%
KFBMI
958
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.22M – – –
SC
959
Savant Capital
Illinois
$7.21M -$1.02M -2,233 -13%
NIMI
960
Natixis Investment Managers International
France
$7.21M -$301K -658 -4%
VSQM
961
V-Square Quantitative Management
Illinois
$7.19M +$1.54M +3,373 +29%
CAG
962
Crestwood Advisors Group
Massachusetts
$7.18M +$632K +1,382 +10%
PCM
963
Poehling Capital Management
Wisconsin
$7.17M +$5.94K +13 +0.1%
SFA
964
Sequoia Financial Advisors
Ohio
$7.17M -$2.15M -4,693 -24%
EAM
965
Eukles Asset Management
Ohio
$7.16M +$205K +449 +3%
CI
966
CX Institutional
Indiana
$7.12M -$2.27M -4,968 -25%
CUAMC
967
China Universal Asset Management Company
China
$7.12M +$2.14M +4,685 +46%
BL
968
Balentine LLC
Georgia
$7.12M +$1.11M +2,422 +20%
CAM
969
ClariVest Asset Management
California
$7.11M -$16.1M -35,124 -70%
CS
970
Cannell & Spears
New York
$7.11M +$473K +1,035 +8%
AI
971
Aperture Investors
New York
$7.1M +$788K +1,723 +13%
AWM
972
Avior Wealth Management
Nebraska
$7.07M +$568K +1,243 +9%
FPB
973
First PREMIER Bank
South Dakota
$7.06M +$50.3K +110 +0.8%
PGIM
974
Pacific Global Investment Management
California
$7.04M -$321K -702 -5%
GL
975
Graypoint LLC
New York
$7.02M +$104K +227 +2%