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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
526
Aull & Monroe Investment Management
Alabama
$285K -$56.1K -1,670 -18%
CA
527
Calton & Associates
Florida
$285K -$30.2K -899 -11%
CW
528
CreativeOne Wealth
Kansas
$281K +$246K +7,326 New
PGH
529
Partners Group Holding
Switzerland
$280K -$76.2K -2,267 -24%
RIL
530
Rothschild Investment LLC
Illinois
$280K +$245K +7,300 New
PWM
531
PBMares Wealth Management
Virginia
$279K +$244K +7,272 New
WANY
532
Wealthspire Advisors (New York)
New York
$276K +$242K +7,195 New
CCP
533
Corient Capital Partners
California
$272K +$238K +7,066 New
SW
534
SteelPeak Wealth
California
$271K -$31.8K -947 -12%
MWM
535
Mission Wealth Management
California
$271K +$237K +7,064 New
CCIA
536
Campbell & Co Investment Adviser
Maryland
$270K +$237K +7,041 New
GVAG
537
Great Valley Advisor Group
Delaware
$269K +$236K +7,014 New
LBD
538
Landsberg Bennett & Dubbaneh
Florida
$268K -$34.5K -1,025 -13%
GIM
539
Groesbeck Investment Management
New Jersey
$266K -$196K -5,843 -46%
ESCM
540
Echo Street Capital Management
New York
$264K +$231K +6,874 New
LS
541
Livforsakringsbolaget Skandia
Sweden
$263K +$84K +2,500 +58%
Vontobel Holding
542
Vontobel Holding
Switzerland
$261K +$202K +6,020 New
GT
543
Glenview Trust
Kentucky
$261K +$229K +6,800 New
SG Americas Securities
544
SG Americas Securities
New York
$260K +$72.3K +2,150 +46%
Acadian Asset Management
545
Acadian Asset Management
Massachusetts
$256K +$103K +3,056 +84%
NFG
546
Nations Financial Group
Iowa
$255K +$224K +6,652 New
WA
547
WESPAC Advisors
California
$253K -$354K -10,531 -61%
FNT
548
First National Trust
Pennsylvania
$252K -$54K -1,607 -20%
Cerity Partners
549
Cerity Partners
New York
$247K +$217K +6,445 New
BC
550
Burney Company
Virginia
$246K -$43.7K -1,300 -17%