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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
326
Pallas Capital Advisors
Massachusetts
$250K -$11.4K -227 -4%
MHIC
327
Marble Harbor Investment Counsel
Massachusetts
$249K
CWM
328
Cornerstone Wealth Management
Missouri
$247K +$77K +1,538 +40%
First Manhattan
329
First Manhattan
New York
$246K -$71.8K -1,434 -21%
MIS
330
Morningstar Investment Services
Illinois
$246K +$56.5K +1,128 +26%
VHAM
331
Van Hulzen Asset Management
California
$241K +$16.7K +334 +7%
CFG
332
Cooper Financial Group
California
$239K -$6.71K -134 -3%
IA
333
Inspire Advisors
Idaho
$239K +$261K +5,216 New
JFGIW
334
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K +$3.5K +70 +1%
SWM
335
SeaCrest Wealth Management
New York
$234K -$8.46K -169 -3%
IAIM
336
Industrial Alliance Investment Management
Quebec, Canada
$234K +$3.85K +77 +2%
MSFS
337
Main Street Financial Solutions
Pennsylvania
$233K +$21.9K +437 +9%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$232K +$4.76K +95 +2%
RMDI
339
R.M. Davis Inc
Maine
$229K -$701 -14 -0.3%
SWM
340
Shakespeare Wealth Management
Wisconsin
$227K
Mackenzie Financial
341
Mackenzie Financial
Ontario, Canada
$226K +$36.2K +724 +17%
SSW
342
Smith Shellnut Wilson
Mississippi
$223K -$23.9K -478 -9%
BCV
343
Banque Cantonale Vaudoise
Switzerland
$220K
CI
344
CX Institutional
Indiana
$218K +$238K +4,764 New
MAM
345
Meeder Asset Management
Ohio
$217K -$35.8K -715 -13%
LWP
346
Lumature Wealth Partners
Georgia
$216K +$39.8K +796 +20%
OFA
347
Oak Family Advisors
Illinois
$215K +$501 +10 +0.2%
CB
348
Commerce Bank
Missouri
$215K +$13.5K +269 +6%
PK
349
Pflug Koory
Nebraska
$214K -$5.01K -100 -2%
AP
350
Advisor Partners
California
$213K +$233K +4,653 New