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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
551
Wedmont Private Capital
Pennsylvania
$403K -$47.7K -230 -10%
EFM
552
E Fund Management
China
$402K +$40.8K +197 +11%
BBHC
553
Brown Brothers Harriman & Co
New York
$402K +$56.2K +271 +15%
M1FG
554
Mach-1 Financial Group
Arkansas
$400K -$13.3K -64 -3%
LSA
555
Leonteq Securities AG
Switzerland
$397K +$99.7K +481 +31%
TIM
556
Thompson Investment Management
Wisconsin
$390K – – –
VSQM
557
V-Square Quantitative Management
Illinois
$389K +$123K +592 +42%
OGF
558
Orin Green Financial
California
$388K – – –
HIP
559
HUB Investment Partners
Texas
$386K +$117K +565 +40%
HNB
560
Huntington National Bank
Ohio
$385K -$3.11K -15 -0.8%
EWM
561
Empirical Wealth Management
Washington
$380K -$211K -1,020 -34%
Capstone Investment Advisors
562
Capstone Investment Advisors
New York
$377K -$130K -628 -25%
CAM
563
Congress Asset Management
Massachusetts
$373K -$203K -978 -34%
LIM
564
Leavell Investment Management
Alabama
$372K -$62.2K -300 -14%
SWP
565
Sagespring Wealth Partners
Tennessee
$366K -$67.4K -325 -15%
BP
566
Ballentine Partners
Massachusetts
$366K -$349K -1,686 -47%
MA
567
MCF Advisors
Kentucky
$364K -$256K -1,237 -40%
WJWM
568
Williams Jones Wealth Management
New York
$361K -$202K -975 -34%
BAAM
569
Baker Avenue Asset Management
California
$356K +$120K +581 +47%
NA
570
NewEdge Advisors
Louisiana
$353K -$7.67K -37 -2%
PIMJS
571
PKO Investment Management Joint-Stock
Poland
$351K – – –
HCA
572
Harbor Capital Advisors
Illinois
$350K +$829 +4 +0.2%
BWA
573
Basecamp Wealth Advisors
Washington
$348K +$207 +1 +0.1%
IA
574
IFP Advisors
Florida
$342K +$104K +501 +40%
SAM
575
Smartleaf Asset Management
Massachusetts
$341K – – –