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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
726
Mark Sheptoff Financial Planning
Connecticut
$585K -$177K -4,900 -24%
DAM
727
Deimos Asset Management
New York
$579K -$430K -11,900 -44%
SI
728
Shaker Investments
Ohio
$579K +$542K +15,000 New
UM
729
Ulysses Management
New York
$579K +$542K +15,000 New
DPIM
730
Duff & Phelps Investment Management
Illinois
$567K -$131K -3,620 -20%
QSS
731
Quantitative Systematic Strategies
Florida
$566K +$524K +14,505 New
Victory Capital Management
732
Victory Capital Management
Texas
$563K -$13.9K -385 -3%
ZAM
733
Zevin Asset Management
Massachusetts
$562K +$18.1K +500 +4%
AP
734
Advisor Partners
California
$561K -$42.7K -1,181 -8%
LW
735
Linscomb Wealth
Texas
$561K -$26.1K -722 -5%
TCOV
736
Trust Company of Vermont
Vermont
$560K -$475K -13,138 -48%
WT
737
Whittier Trust
California
$559K -$26.5K -734 -5%
PRA
738
Parametric Risk Advisors
Connecticut
$552K +$517K +14,297 New
CIBC World Market
739
CIBC World Market
Ontario, Canada
$545K -$374K -10,354 -42%
MC
740
Miles Capital
Iowa
$530K -$6K -166 -1%
SPC
741
Sigma Planning Corp
Michigan
$528K +$165K +4,580 +50%
BFG
742
Beacon Financial Group
Texas
$526K -$12.2K -337 -2%
PJSIMP
743
P.J. Schmidt Investment Management (PJS)
Wisconsin
$524K +$44.2K +1,224 +10%
BFM
744
Boothbay Fund Management
New York
$524K +$490K +13,560 New
SAM
745
Silvercrest Asset Management
New York
$518K +$16.3K +450 +3%
SSA
746
South Street Advisors
New York
$514K
ABFS
747
Appropriate Balance Financial Services
Washington
$509K +$477K +13,196 New
MLL
748
Moody Lynn & Lieberson
Massachusetts
$506K -$8.13M -224,949 -94%
CFP
749
Cornerstone Financial Partners
North Carolina
$503K +$473K +13,096 New
NIC
750
Northwest Investment Counselors
Oregon
$500K -$49.1K -1,360 -10%