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Name Holding Trade Value Shares
Change
Change in
Stake
FCP
651
Fidelis Capital Partners
Florida
$398K -$2.3K -21 -0.6%
VSQM
652
V-Square Quantitative Management
Illinois
$397K +$51.4K +470 +14%
PIM
653
Penobscot Investment Management
Massachusetts
$395K
MWM
654
Meridian Wealth Management
Kentucky
$394K +$44.1K +403 +12%
SQA
655
Simon Quick Advisors
New Jersey
$390K +$71.6K +654 +21%
PCM
656
Penserra Capital Management
California
$389K +$140K +1,278 +52%
GAM
657
Gotham Asset Management
New York
$387K -$287K -2,627 -41%
IFWM
658
Institute for Wealth Management
Colorado
$385K
SAM
659
Silvercrest Asset Management
New York
$378K
PFS
660
Prospera Financial Services
Texas
$377K -$14.1K -129 -3%
GM
661
GeoWealth Management
Illinois
$376K -$438 -4 -0.1%
NAS
662
Nicolet Advisory Services
Wisconsin
$373K +$13.7K +125 +4%
RMP
663
Richards, Merrill & Peterson
Washington
$370K +$389K +3,557 New
CA
664
Commerzbank Aktiengesellschaft
Germany
$370K +$391K +3,570 New
MNBTD
665
Moody National Bank Trust Division
Texas
$363K -$1.97K -18 -0.5%
TIAA Trust, National Association
666
TIAA Trust, National Association
North Carolina
$362K +$61.1K +558 +19%
TWC
667
TD Waterhouse Canada
Ontario, Canada
$359K -$87.8K -802 -19%
GWM
668
Gitterman Wealth Management
New Jersey
$353K +$371K +3,392 New
VT
669
Vise Technologies
New York
$353K +$371K +3,392 New
PMSA
670
Patrick M. Sweeney & Associates
Illinois
$352K
HWMO
671
Heritage Wealth Management (Ohio)
Ohio
$352K
SAM
672
Secure Asset Management
Michigan
$349K +$16.5K +151 +5%
CSIC
673
Clifford Swan Investment Counsel
California
$348K -$6.68K -61 -2%
SIA
674
Schechter Investment Advisors
Michigan
$347K -$14.7K -134 -4%
PWW
675
Pettyjohn Wood & White
Virginia
$347K +$7.66K +70 +2%