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Name Holding Trade Value Shares
Change
Change in
Stake
TH
401
TCTC Holdings
Texas
$865K +$907K +3,561 New
AG
402
Ascent Group
Virginia
$862K -$59.4K -233 -6%
N
403
Natixis
France
$857K -$177K -696 -17%
MWM
404
Meridian Wealth Management
Kentucky
$854K +$10.2K +40 +1%
EV
405
EJMK Ventures
Illinois
$846K +$887K +3,482 New
PAM
406
Panagora Asset Management
Massachusetts
$841K +$883K +3,464 New
BPC
407
Bearing Point Capital
Minnesota
$840K +$881K +3,459 New
EWM
408
Empirical Wealth Management
Washington
$837K +$423K +1,661 +93%
CGPCS
409
Capital Group Private Client Services
California
$836K -$473K -1,857 -35%
Janus Henderson Group
410
Janus Henderson Group
$833K +$16.1K +63 +2%
AA
411
ALPS Advisors
Colorado
$833K +$16.3K +64 +2%
LMIM
412
Lockheed Martin Investment Management
Maryland
$831K
SRC
413
Sage Rhino Capital
California
$827K -$13.3K -52 -2%
HCMG
414
Howard Capital Management Group
California
$820K
MHC
415
May Hill Capital
Massachusetts
$815K -$11.7K -46 -1%
JSAM
416
J. Safra Asset Management
New York
$811K +$414K +1,624 +95%
TAM
417
Tocqueville Asset Management
New York
$804K +$155K +609 +23%
CGL
418
Clarius Group LLC
Washington
$797K -$40.5K -159 -5%
LSA
419
Lansing Street Advisors
Pennsylvania
$794K +$344K +1,351 +70%
PFA
420
Pure Financial Advisors
California
$790K +$162K +634 +24%
FA
421
FDx Advisors
Illinois
$790K +$76.7K +301 +10%
RCAG
422
Rehmann Capital Advisory Group
Michigan
$787K +$93.3K +366 +13%
YIA
423
YHB Investment Advisors
Connecticut
$785K +$183K +718 +29%
LA
424
LVW Advisors
New York
$776K -$256K -1,005 -24%
OL
425
Optas LLC
Texas
$765K -$26.5K -104 -3%