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Name Holding Trade Value Shares
Change
Change in
Stake
BDS
476
Banco de Sabadell
Florida
$814K +$876K +15,593 New
SW
477
SVB Wealth
Massachusetts
$811K +$198K +3,523 +29%
TSW
478
Thompson Siegel & Walmsley
Virginia
$806K +$866K +15,408 New
CG
479
Clarus Group
Texas
$801K -$95.1K -1,692 -10%
POIA
480
Pin Oak Investment Advisors
Texas
$795K -$19.9K -355 -2%
PF
481
Phoenix Financial
Israel
$787K +$838K +14,907 New
TIM
482
Total Investment Management
Arizona
$785K +$281 +5 +0%
MWM
483
Mission Wealth Management
California
$784K -$32.4K -576 -4%
RC
484
RBF Capital
California
$784K +$843K +15,000 New
SSG
485
Summit Securities Group
New York
$779K -$388K -6,900 -32%
HC
486
Henshaw Capital
Massachusetts
$777K
IC
487
IEQ Capital
California
$771K +$175K +3,121 +27%
PA
488
Profund Advisors
Maryland
$758K -$88.2K -1,569 -10%
GI
489
GAMCO Investors
Connecticut
$758K -$11.2K -200 -1%
AFG
490
American Financial Group
Ohio
$758K
MJP
491
Michael J. Puzo
$755K -$64.6K -1,150 -7%
CTA
492
Chesley Taft & Associates
Illinois
$755K
Vontobel Holding
493
Vontobel Holding
Switzerland
$753K
Kayne Anderson Rudnick Investment Management
494
Kayne Anderson Rudnick Investment Management
California
$748K -$13K -232 -2%
TF
495
TIAA FSB
Florida
$745K -$112 -2 -0%
DI
496
Diligent Investors
California
$739K
CCA
497
Checchi Capital Advisers
California
$739K +$82.7K +1,472 +12%
HKIM
498
Hayek Kallen Investment Management
Alabama
$735K +$15.8K +281 +2%
GC
499
GFG Capital
Florida
$733K +$29.8K +531 +4%
KWM
500
Kingsview Wealth Management
Oregon
$728K +$162K +2,884 +26%