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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1051
Frank Rimerman Advisors
California
$802K +$51.3K +349 +7%
PIM
1052
Progressive Investment Management
Oregon
$801K -$52.9K -360 -6%
Conning Inc
1053
Conning Inc
Connecticut
$795K +$274K +1,868 +53%
KB
1054
Kimelman & Baird
New York
$793K – – –
CAC
1055
Core Alternative Capital
Georgia
$792K -$3.08K -21 -0.4%
NG
1056
Norden Group
Utah
$792K +$333K +2,268 +73%
TPWM
1057
Twelve Points Wealth Management
Massachusetts
$790K -$42.5K -289 -5%
SAM
1058
Shell Asset Management
Netherlands
$788K -$27.6K -188 -3%
BCFD
1059
Boit C.F. David
$787K -$147K -1,000 -16%
FWM
1060
Forza Wealth Management
Florida
$787K +$1.32K +9 +0.2%
Sanibel Captiva Trust Company
1061
Sanibel Captiva Trust Company
Florida
$786K -$226K -1,540 -22%
Dynamic Advisor Solutions
1062
Dynamic Advisor Solutions
Arizona
$786K +$786K +5,350 New
PBK
1063
Peoples Bank (Kansas)
Kansas
$786K – – –
IWA
1064
IVC Wealth Advisors
Pennsylvania
$786K -$7.05K -48 -0.9%
AG
1065
Ascent Group
Virginia
$784K +$222K +1,514 +40%
VWM
1066
Venturi Wealth Management
Texas
$783K -$52.5K -357 -6%
NWM
1067
Napa Wealth Management
California
$782K -$414K -2,820 -35%
CAM
1068
Cidel Asset Management
Ontario, Canada
$780K -$165K -1,126 -17%
ExodusPoint Capital Management
1069
ExodusPoint Capital Management
New York
$780K -$5.34M -36,320 -87%
Ilmarinen Mutual Pension Insurance
1070
Ilmarinen Mutual Pension Insurance
Finland
$780K – – –
IAS
1071
Insigneo Advisory Services
Florida
$778K +$136K +924 +21%
WOC
1072
West Oak Capital
California
$775K -$51.4K -350 -6%
IAMOG
1073
Investors Asset Management of Georgia
Georgia
$774K -$16.2K -110 -2%
Valmark Advisers
1074
Valmark Advisers
Ohio
$772K +$10.3K +70 +1%
BST
1075
Bath Savings Trust
Maine
$771K -$5.88K -40 -0.8%