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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mission Wealth Management
California
$737K -$111K -2,018 -13%
SRC
527
Sage Rhino Capital
California
$736K +$19.2K +349 +3%
LSAG
528
Lake Street Advisors Group
New Hampshire
$735K -$58K -1,053 -8%
BCM
529
Birmingham Capital Management
Alabama
$734K +$15.2K +275 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
530
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$729K +$347K +6,300 +97%
ICA
531
Infrastructure Capital Advisors
New York
$729K -$18.3K -332 -3%
RPCONE
532
Retirement Planning Company of New England
Rhode Island
$728K -$8.16K -148 -1%
SW
533
SlateStone Wealth
Florida
$725K +$702K +12,730 New
SS
534
Sunbelt Securities
Texas
$724K +$109K +1,982 +18%
NL
535
NVWM LLC
Pennsylvania
$723K +$4.19K +76 +0.6%
SGA
536
Strategic Global Advisors
California
$721K -$661 -12 -0.1%
FHA
537
First Horizon Advisors
Tennessee
$719K -$3.53K -64 -0.5%
AMIM
538
Aull & Monroe Investment Management
Alabama
$709K
FBFS
539
First Business Financial Services
Wisconsin
$709K +$17K +308 +3%
HW
540
Hancock Whitney
Mississippi
$702K +$29.2K +530 +4%
PAG
541
Private Advisor Group
New Jersey
$700K +$81.2K +1,473 +4%
WIM
542
Waverton Investment Management
United Kingdom
$698K
TCOV
543
Trust Company of Vermont
Vermont
$695K +$5.51K +100 +0.8%
WIC
544
Woodmont Investment Counsel
Tennessee
$693K
TG
545
TCW Group
California
$692K
First Manhattan
546
First Manhattan
New York
$685K -$23.6K -428 -3%
CIA
547
Capital Investment Advisors
Georgia
$684K +$66K +1,198 +11%
PCIA
548
Prime Capital Investment Advisors
Kansas
$682K +$67.5K +1,225 +11%
FDCDDQ
549
Federation des caisses Desjardins du Quebec
Quebec, Canada
$679K -$7.22K -131 -1%
SCM
550
Schnieders Capital Management
California
$674K -$551 -10 -0.1%