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Name Holding Trade Value Shares
Change
Change in
Stake
CSP
226
Cary Street Partners
Virginia
$5.56M -$312K -4,625 -6%
IFO
227
Intrepid Family Office
Florida
$5.5M -$1.68M -25,000 -25%
IQI
228
Integrated Quantitative Investments
Washington
$5.47M +$5.03M +74,600 New
RCM
229
Regency Capital Management
Hawaii
$5.44M -$2.13M -31,605 -30%
USCWA
230
U.S. Capital Wealth Advisors
Texas
$5.35M -$407K -6,049 -8%
MCM
231
MAI Capital Management
Ohio
$5.24M -$118K -1,748 -2%
HAM
232
Hedges Asset Management
Nevada
$5.21M -$111K -1,650 -2%
RA
233
Royce & Associates
New York
$5.13M
BCI
234
Brinker Capital Investments
Pennsylvania
$5.12M +$465K +6,907 +11%
OPS
235
Orion Portfolio Solutions
Nebraska
$5.12M +$465K +6,907 +11%
AG
236
Advocate Group
Minnesota
$5.1M +$16.6K +247 +0.4%
FT
237
Fiduciary Trust
Massachusetts
$5.03M +$250K +3,708 +6%
YIA
238
YHB Investment Advisors
Connecticut
$5.03M +$178K +2,649 +4%
HCP
239
Hiddenite Capital Partners
New York
$5.02M
Lazard Asset Management
240
Lazard Asset Management
New York
$4.99M -$858K -12,736 -16%
KB
241
Kimelman & Baird
New York
$4.85M
BFS
242
Bard Financial Services
Connecticut
$4.84M +$33.7K +500 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.82M -$9.3M -138,005 -68%
KAS
244
Kestra Advisory Services
Texas
$4.82M -$256K -3,798 -5%
BBNA
245
Bremer Bank National Association
Minnesota
$4.76M +$255K +3,791 +6%
William Blair & Company
246
William Blair & Company
Illinois
$4.68M -$66.4K -986 -2%
PGFC
247
Peapack-Gladstone Financial Corp
New Jersey
$4.65M -$224K -3,327 -5%
WAM
248
Weatherly Asset Management
California
$4.64M +$58.4K +867 +1%
MPM
249
Meritage Portfolio Management
Kansas
$4.62M +$2.2M +32,707 +108%
ACIM
250
Azimuth Capital Investment Management
Michigan
$4.62M -$6.74K -100 -0.2%