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Name Holding Trade Value Shares
Change
Change in
Stake
ZDA
601
Zweig-DiMenna Associates
New York
$523K – – –
MWM
602
Mission Wealth Management
California
$521K -$1.45K -24 -0.3%
KNW
603
Kesler Norman & Wride
Utah
$519K +$57.9K +955 +11%
PPP
604
Private Portfolio Partners
New Jersey
$517K -$4.24K -70 -0.7%
SCM
605
SevenOneSeven Capital Management
Pennsylvania
$516K +$24.5K +404 +5%
Acadian Asset Management
606
Acadian Asset Management
Massachusetts
$509K +$187K +3,089 +49%
CIM
607
Confluence Investment Management
Missouri
$509K +$13.6K +224 +2%
PWG
608
Portside Wealth Group
Utah
$507K +$75.1K +1,240 +15%
TC
609
Tacita Capital
Ontario, Canada
$506K +$3.33K +55 +0.6%
BIM
610
Baldwin Investment Management
Pennsylvania
$503K – – –
CL
611
Choreo LLC
Illinois
$502K -$52.1K -860 -9%
EWM
612
Empirical Wealth Management
Washington
$499K +$120K +1,988 +28%
WB
613
WesBanco Bank
West Virginia
$499K -$81.6K -1,346 -13%
CAI
614
Capital Advisors Inc
Oklahoma
$498K +$24.2K +400 +5%
BFG
615
Bleakley Financial Group
New Jersey
$496K +$67.3K +1,110 +14%
SS
616
Simplicity Solutions
Minnesota
$496K +$67.3K +1,110 +14%
GRP
617
Global Retirement Partners
California
$495K +$19.3K +319 +4%
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$493K +$27.3K +451 +5%
ECM
619
Evergreen Capital Management
Washington
$491K +$2.36K +39 +0.4%
MG
620
Marex Group
$487K -$183K -3,013 -25%
AIM
621
Arcadia Investment Management
Michigan
$486K – – –
GIBU
622
Gulf International Bank (UK)
United Kingdom
$486K -$109K -1,800 -17%
LCGC
623
Legacy Capital Group California
California
$481K -$18.1K -299 -3%
SC
624
Savoie Capital
Illinois
$475K +$527K +8,700 New
LFA
625
Legacy Financial Advisors
Kentucky
$472K +$172K +2,834 +49%