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Name Holding Trade Value Shares
Change
Change in
Stake
WIS
551
Wright Investors Service
Connecticut
$1.33M -$437K -5,257 -24%
HAG
552
HighPoint Advisor Group
Illinois
$1.33M +$22.3K +268 +2%
DI
553
Diligent Investors
California
$1.32M -$8.32K -100 -0.6%
NG
554
Norden Group
Utah
$1.31M +$127K +1,530 +11%
ATC
555
Adirondack Trust Company
New York
$1.3M -$499 -6 -0%
Grantham, Mayo, Van Otterloo & Co (GMO)
556
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.3M +$86.9K +1,044 +7%
EFM
557
Eley Financial Management
Vermont
$1.29M +$1.66K +20 +0.1%
IC
558
IEQ Capital
California
$1.29M -$790K -9,494 -38%
AEPWM
559
Atlantic Edge Private Wealth Management
Florida
$1.29M -$832 -10 -0.1%
VF
560
Vest Financial
Virginia
$1.28M +$204K +2,448 +19%
PFM
561
Premier Fund Managers
United Kingdom
$1.28M – – –
WT
562
Whittier Trust
California
$1.26M -$16.2K -195 -1%
AP
563
Americana Partners
Texas
$1.25M +$250 +3 +0%
IA
564
IFP Advisors
Florida
$1.25M +$473K +5,679 +59%
MAS
565
Meeder Advisory Services
Ohio
$1.24M -$78.9K -948 -6%
GFA
566
Gifford Fong Associates
California
$1.23M – – –
BAM
567
Blueshift Asset Management
New Jersey
$1.22M -$42.9K -515 -3%
EH
568
Equitable Holdings
New York
$1.22M +$325K +3,900 +35%
SFA
569
Sequoia Financial Advisors
Ohio
$1.22M +$178K +2,143 +17%
PCMN
570
Paradigm Capital Management (Nevada)
Nevada
$1.22M -$1.17K -14 -0.1%
AWA
571
Arete Wealth Advisors
Illinois
$1.21M +$93.4K +1,123 +8%
TA
572
Tectonic Advisors
Texas
$1.18M +$31.4K +377 +3%
CWM
573
Congress Wealth Management
Massachusetts
$1.18M -$1.12M -13,488 -48%
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$1.17M +$56.9K +684 +5%
AIA
575
Affinity Investment Advisors
California
$1.17M -$388K -4,658 -25%