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Name Holding Trade Value Shares
Change
Change in
Stake
MLA
351
My Legacy Advisors
Oregon
$782K +$31.2K +870 +4%
SCM
352
Schnieders Capital Management
California
$782K +$144 +4 +0%
CCM
353
Cohen Capital Management
California
$779K
AM
354
AGF Management
Ontario, Canada
$778K -$3.59K -100 -0.5%
SIA
355
Sovereign Investment Advisors
Arizona
$775K +$757K +21,074 New
William Blair & Company
356
William Blair & Company
Illinois
$775K -$61.4K -1,711 -8%
CIC
357
Cornercap Investment Counsel
Georgia
$765K -$30.1K -837 -4%
Nordea Investment Management
358
Nordea Investment Management
Sweden
$759K
AMI
359
Amica Mutual Insurance
Rhode Island
$750K
PAM
360
Panagora Asset Management
Massachusetts
$741K -$1.28M -35,701 -64%
FHB
361
First Hawaiian Bank
Hawaii
$740K +$2.15K +60 +0.3%
SACTSONJ
362
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$735K
MC
363
Moors & Cabot
Massachusetts
$723K +$7.22K +201 +1%
CWA
364
Centennial Wealth Advisory
Michigan
$719K +$33.4K +929 +5%
CGH
365
Crossmark Global Holdings
Texas
$717K -$2.15K -60 -0.3%
BFG
366
Bleakley Financial Group
New Jersey
$703K +$33.2K +926 +5%
NA
367
NewEdge Advisors
Louisiana
$700K +$570K +15,867 +500%
TT
368
TI-Trust
Illinois
$697K
HFM
369
Harvest Fund Management
China
$694K +$65.6K +1,826 +11%
AWS
370
Atria Wealth Solutions
New York
$692K +$314K +8,752 +87%
AI
371
Atria Investments
North Carolina
$687K +$332K +9,256 +98%
CA
372
Crumly & Associates
Illinois
$685K -$8.19K -228 -1%
VWM
373
Venturi Wealth Management
Texas
$680K +$23.5K +655 +4%
MCM
374
MAI Capital Management
Ohio
$675K +$178K +4,945 +37%
Mercer Global Advisors
375
Mercer Global Advisors
Colorado
$672K -$496K -13,814 -43%