Name Holding Trade Value Shares
Change
Change in
Stake
LOAME
1226
Lombard Odier Asset Management (Europe)
United Kingdom
$826K +$830K +6,167 New
Fiera Capital (Canada)
1227
Fiera Capital (Canada)
Quebec, Canada
$825K -$286K -2,127 -26%
TAM
1228
Trillium Asset Management
Massachusetts
$825K -$8.07K -60 -1%
AAM
1229
Aureus Asset Management
Massachusetts
$825K +$45.9K +341 +6%
PG
1230
Patten Group
Tennessee
$821K -$43.7K -325 -5%
Vanguard Personalized Indexing Management
1231
Vanguard Personalized Indexing Management
California
$820K +$246K +1,829 +43%
MLL
1232
Moody Lynn & Lieberson
Massachusetts
$817K -$1.75K -13 -0.2%
TA
1233
Tiedemann Advisors
New York
$815K +$9.55K +71 +1%
OPS
1234
Orion Portfolio Solutions
Nebraska
$813K -$9.69K -72 -1%
IMRF
1235
Illinois Municipal Retirement Fund
Illinois
$811K +$815K +6,058 New
PBC
1236
Pavion Blue Capital
California
$809K – – –
Rafferty Asset Management
1237
Rafferty Asset Management
New York
$808K +$167K +1,245 +26%
WPW
1238
Waldron Private Wealth
Pennsylvania
$807K +$81.7K +607 +11%
CPIG
1239
Chicago Partners Investment Group
Illinois
$801K -$1.21K -9 -0.2%
GA
1240
Greenhaven Associates
New York
$801K – – –
TNB
1241
TCF National Bank
South Dakota
$798K -$1.8M -13,359 -69%
JIP
1242
Jaffetilchin Investment Partners
Florida
$794K -$433K -3,217 -35%
SCM
1243
Salem Capital Management
Massachusetts
$793K -$137K -1,017 -15%
S
1244
SimplyRich
California
$793K +$11.3K +84 +1%
PCMC
1245
Paragon Capital Management (Colorado)
Colorado
$793K +$796K +5,919 New
RP
1246
Rowlandmiller & Partners
Georgia
$790K +$47.6K +354 +5%
PWW
1247
Pettyjohn Wood & White
Virginia
$790K +$19.1K +142 +2%
KA
1248
Kovack Advisors
Florida
$787K +$16.8K +125 +2%
VRM
1249
Vectors Research Management
New York
$787K +$112K +834 +17%
AMG
1250
Advisors Management Group
Wisconsin
$782K +$538 +4 +0.1%