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Name Holding Trade Value Shares
Change
Change in
Stake
FL
376
Fort LP
Maryland
$872K +$29K +106 +3%
FAIM
377
Financial Advocates Investment Management
Washington
$842K +$197K +721 +29%
TI
378
Tidal Investments
Wisconsin
$832K +$152K +556 +21%
Vanguard Personalized Indexing Management
379
Vanguard Personalized Indexing Management
California
$815K +$147K +536 +21%
EWM
380
Empirical Wealth Management
Washington
$814K +$136K +499 +19%
PAS
381
Park Avenue Securities
New York
$813K -$29K -106 -3%
PA
382
Profund Advisors
Maryland
$812K +$20.5K +75 +2%
JWM
383
JGP Wealth Management
Oregon
$803K +$54.1K +198 +7%
FMT
384
First Mercantile Trust
Tennessee
$801K -$116K -426 -12%
BMWM
385
Brown Miller Wealth Management
Virginia
$782K
EP
386
Edgestream Partners
New Jersey
$779K +$186K +680 +30%
TIM
387
Thompson Investment Management
Wisconsin
$777K -$246K -900 -23%
MOS
388
MGO One Seven
Ohio
$766K -$38.8K -142 -5%
SSA
389
Schonfeld Strategic Advisors
New York
$764K +$793K +2,900 New
FC
390
Fulcrum Capital
Washington
$762K
EWA
391
EP Wealth Advisors
California
$761K +$283K +1,036 +56%
FT
392
Fiduciary Trust
Massachusetts
$759K -$47.9K -175 -6%
WF
393
WoodTrust Financial
Wisconsin
$750K +$341K +1,248 +78%
WAM
394
World Asset Management
Michigan
$744K -$76.6K -280 -9%
TFS
395
Thoroughbred Financial Services
Tennessee
$734K +$179K +654 +31%
SNT
396
Security National Trust
West Virginia
$720K
SW
397
SVB Wealth
Massachusetts
$717K +$18.6K +68 +3%
4WM
398
44 Wealth Management
Oregon
$712K
HIIFS
399
Harel Insurance Investments & Financial Services
Israel
$709K -$837K -3,062 -53%
CTC
400
Central Trust Company
Missouri
$703K -$875K -3,199 -55%