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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
751
Parsons Capital Management
Rhode Island
$882K
VIM
752
Vinva Investment Management
Australia
$878K +$957K +18,019 New
HI
753
Horizon Investments
North Carolina
$876K -$343K -6,463 -27%
NFA
754
Northern Financial Advisors
Michigan
$876K
AG
755
Algert Global
California
$874K +$499K +9,400 +112%
SWM
756
Spire Wealth Management
Virginia
$861K +$332K +6,247 +55%
PPW
757
Parcion Private Wealth
Washington
$861K
FRM
758
Fox Run Management
Connecticut
$861K +$931K +17,526 New
WF
759
Welch & Forbes
Massachusetts
$858K +$850 +16 +0.1%
SLFPAM
760
St. Louis Financial Planners Asset Management
Missouri
$848K +$917K +17,261 New
FMAEN1
761
Fund Management at Engine No 1
California
$846K +$85.5K +1,610 +10%
RFN
762
RDA Financial Network
Iowa
$845K +$23K +434 +3%
PCM
763
Poehling Capital Management
Wisconsin
$845K -$5.79K -109 -0.6%
TRCT
764
Tower Research Capital (TRC)
New York
$841K -$771K -14,526 -46%
CI
765
Cigna Investments
Connecticut
$841K -$15.3K -289 -2%
ACM
766
Allred Capital Management
Texas
$835K +$266 +5 +0%
HWMT
767
Heritage Wealth Management (Texas)
Texas
$832K +$23.3K +439 +3%
MHIC
768
Marble Harbor Investment Counsel
Massachusetts
$830K
SFA
769
Sequoia Financial Advisors
Ohio
$825K +$32.8K +617 +4%
SWM
770
SeaCrest Wealth Management
New York
$824K -$60K -1,130 -6%
JWCA
771
J.W. Cole Advisors
Florida
$821K +$96.1K +1,810 +12%
SP
772
Symmetry Partners
Connecticut
$820K
MIS
773
Morningstar Investment Services
Illinois
$820K +$40.3K +758 +5%
CWA
774
Consilium Wealth Advisory
Texas
$804K -$126K -2,366 -13%
HWM
775
HB Wealth Management
Georgia
$793K +$62K +1,167 +8%