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Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
601
Godshalk Welsh Capital Management
Pennsylvania
$585K +$39.8K +900 +7%
LBA
602
Letko, Brosseau & Associates
Quebec, Canada
$583K – – –
CCM
603
Cullen Capital Management
New York
$574K – – –
LFAS
604
Level Four Advisory Services
Texas
$573K -$139K -3,145 -19%
BS
605
Banco Santander
Spain
$573K – – –
NA
606
NewEdge Advisors
Louisiana
$572K +$224K +5,076 +61%
CCG
607
Ceeto Capital Group
Florida
$553K – – –
BAM
608
Brave Asset Management
New Jersey
$551K – – –
CTC
609
Central Trust Company
Missouri
$550K +$18.1K +409 +3%
H
610
Hexavest
Quebec, Canada
$545K +$566K +12,796 New
IBOK
611
Independence Bank of Kentucky
Kentucky
$542K +$16.1K +365 +3%
SVWA
612
Sound View Wealth Advisors
Georgia
$537K -$37.8K -855 -6%
D.E. Shaw & Co
613
D.E. Shaw & Co
New York
$535K -$363K -8,207 -40%
FCA
614
FinTrust Capital Advisors
South Carolina
$535K -$7.21K -163 -1%
UF
615
Univest Financial
Pennsylvania
$530K +$204K +4,616 +59%
IRF
616
IBM Retirement Fund
New York
$529K -$12K -271 -2%
FMWA
617
Forvis Mazars Wealth Advisors
Missouri
$528K +$548K +12,397 New
PT
618
Plimoth Trust
Massachusetts
$524K +$9.73K +220 +2%
HPC
619
HM Payson & Co
Maine
$516K +$536K +12,132 New
TF
620
TIAA FSB
Florida
$512K -$47.2K -1,068 -8%
WCA
621
Windsor Creek Advisors
Vermont
$510K +$221K +5,000 +71%
ECM
622
ExodusPoint Capital Management
New York
$508K +$528K +11,939 New
WCM
623
Windsor Capital Management
Arizona
$506K -$30.8K -697 -6%
CIA
624
Choate Investment Advisors
Massachusetts
$506K -$10.1K -229 -2%
FAN
625
Financial Advisors Network
California
$504K +$483K +10,915 New