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Name Holding Trade Value Shares
Change
Change in
Stake
PL
901
Perpetual Ltd
Australia
$398K
OTL
902
Oak Thistle LLC
New York
$398K +$362K +4,961 New
GA
903
Geller Advisors
New York
$397K +$57.2K +783 +19%
WF
904
Welch & Forbes
Massachusetts
$395K -$141K -1,933 -28%
FWM
905
Fairhaven Wealth Management
Illinois
$392K +$357K +4,887 New
GP
906
Geneva Partners
Wisconsin
$392K -$237K -3,240 -40%
RIM
907
RW Investment Management
Idaho
$390K
SPL
908
Smart Portfolios LLC
Washington
$388K +$10.6K +145 +3%
HW
909
Hancock Whitney
Mississippi
$387K -$129K -1,771 -27%
Lazard Asset Management
910
Lazard Asset Management
New York
$385K -$82.5K -1,130 -19%
SG
911
StoneX Group
New York
$385K -$5.84K -80 -2%
MCM
912
Marathon Capital Management
Maryland
$385K -$14.6K -200 -4%
IPWA
913
International Private Wealth Advisors
California
$384K +$350K +4,789 New
PSC
914
Portman Square Capital
United Kingdom
$383K -$617K -8,453 -64%
SRC
915
Stone Run Capital
New York
$381K
Envestnet Portfolio Solutions
916
Envestnet Portfolio Solutions
Illinois
$381K +$61.6K +844 +22%
LSIA
917
LaSalle St. Investment Advisors
Illinois
$380K +$346K +4,743 New
ACP
918
Arcus Capital Partners
Georgia
$379K
VVP
919
Venture Visionary Partners
Ohio
$376K +$75.3K +1,032 +28%
MWM
920
Modera Wealth Management
New Jersey
$375K +$341K +4,677 New
DA
921
Duality Advisers
Florida
$375K +$341K +4,676 New
B
922
Bensler
Washington
$374K +$4.6K +63 +1%
ACI
923
Alpha Cubed Investments
California
$374K -$25K -343 -7%
EB
924
Emprise Bank
Kansas
$374K +$340K +4,659 New
ADMI
925
Albert D. Mason Inc
Massachusetts
$373K +$67.6K +926 +25%