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Name Holding Trade Value Shares
Change
Change in
Stake
CG
526
Caprock Group
Idaho
$2.27M +$2.15M +61,749 New
LWM
527
Lyell Wealth Management
California
$2.25M -$381K -10,952 -14%
SIC
528
Sigma Investment Counselors
Michigan
$2.24M +$7.55K +217 +0.3%
CEI
529
Clark Estates Inc
New York
$2.23M +$2.26M +65,000 New
MSFS
530
Main Street Financial Solutions
Pennsylvania
$2.21M -$796K -22,881 -26%
KAS
531
Kestra Advisory Services
Texas
$2.17M +$71K +2,039 +3%
HW
532
HORAN Wealth
Ohio
$2.17M -$72.8K -2,092 -3%
RVM
533
Robinson Value Management
Texas
$2.16M +$25.5K +733 +1%
PCM
534
Polymer Capital Management
New York
$2.16M +$1.27M +36,591 +139%
EIA
535
Edgemoor Investment Advisors
Maryland
$2.15M +$184K +5,280 +9%
IWC
536
Integrated Wealth Concepts
Massachusetts
$2.14M +$59.5K +1,711 +3%
TMAM
537
Tokio Marine Asset Management
Japan
$2.11M +$4.45K +128 +0.2%
OTL
538
Oak Thistle LLC
New York
$2.09M +$625K +17,969 +42%
IAM
539
Iridian Asset Management
Connecticut
$2.09M +$2.12M +60,916 New
Kovitz Investment Group Partners
540
Kovitz Investment Group Partners
Illinois
$2.09M -$255K -7,333 -11%
DTL
541
Dynamic Technology Lab
Singapore
$2.07M +$2.09M +60,129 New
ACM
542
Arosa Capital Management
Florida
$2.06M +$2.09M +60,000 New
VI
543
Vestcor Inc
New Brunswick, Canada
$2.05M +$1.03M +29,472 +98%
LAM
544
Lakewood Asset Management
Illinois
$2.03M +$163K +4,682 +9%
Mercer Global Advisors
545
Mercer Global Advisors
Colorado
$2.02M +$372K +10,679 +22%
HWAM
546
Hennion & Walsh Asset Management
New Jersey
$1.99M +$249K +7,165 +14%
Thrivent Financial for Lutherans
547
Thrivent Financial for Lutherans
Minnesota
$1.98M -$1.61M -46,261 -45%
BAMF
548
BI Asset Management Fondsmaeglerselskab
Denmark
$1.97M -$22K -633 -1%
KCM
549
Kempner Capital Management
Texas
$1.94M -$1.84M -52,948 -48%
RCM
550
RNC Capital Management
California
$1.93M -$29.8K -855 -1%