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Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
501
Reynders McVeigh Capital Management
Massachusetts
$334K
PDN
502
Pensionfund DSM Netherlands
Netherlands
$334K +$372K +2,000 New
VI
503
Versor Investments
New York
$333K -$259K -1,393 -41%
WCM
504
Washburn Capital Management
Florida
$327K
IWP
505
Insight Wealth Partners
Texas
$326K -$87.5K -471 -19%
SF
506
Synovus Financial
Georgia
$323K -$129K -694 -27%
SW
507
SVB Wealth
Massachusetts
$322K +$929 +5 +0.3%
CFG
508
Cooper Financial Group
California
$322K +$19.9K +107 +6%
CC
509
Courier Capital
New York
$321K
DBT
510
Dubuque Bank & Trust
Iowa
$320K -$161K -867 -31%
WP
511
WealthSource Partners
California
$320K +$26.9K +145 +8%
HSA
512
HBK Sorce Advisory
Pennsylvania
$318K -$37.2K -200 -10%
APP
513
Alpha Paradigm Partners
Illinois
$317K
FB
514
Fulton Bank
Pennsylvania
$317K +$2.42K +13 +0.7%
AIM
515
Anchor Investment Management
South Carolina
$313K -$56.7K -305 -14%
BC
516
Burney Company
Virginia
$310K +$344K +1,854 New
TW
517
TrinityPoint Wealth
Connecticut
$308K +$342K +1,840 New
AAS
518
Avantax Advisory Services
Texas
$305K +$39.2K +211 +13%
SM
519
Sciencast Management
New Jersey
$304K +$353K +1,900 New
EPWM
520
Essex Private Wealth Management
Massachusetts
$302K +$55.4K +298 +20%
JF
521
Jump Financial
Illinois
$300K +$333K +1,793 New
WAOTB
522
Wealth Advisors of Tampa Bay
Florida
$299K +$332K +1,788 New
MAFM
523
Mid Atlantic Financial Management
Pennsylvania
$289K
KeyBank National Association
524
KeyBank National Association
Ohio
$289K +$37.3K +201 +13%
PSP
525
Principal Street Partners
Tennessee
$287K +$25.5K +137 +9%