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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
751
Systematic Alpha Investments
New Jersey
$724K
CA
752
Cornerstone Advisors
North Carolina
$720K -$76.3K -2,200 -9%
NSEDCP
753
NJ State Employees Deferred Compensation Plan
New Jersey
$719K
FFM
754
Forum Financial Management
Illinois
$718K +$28.6K +824 +4%
TA
755
Tectonic Advisors
Texas
$710K +$302K +8,721 +71%
FNT
756
First National Trust
Pennsylvania
$705K -$32.5K -937 -4%
HWM
757
HB Wealth Management
Georgia
$704K -$575K -16,587 -44%
PCS
758
Personal CFO Solutions
New Jersey
$700K -$54.4K -1,567 -7%
DBIA
759
Dumont & Blake Investment Advisors
New Jersey
$697K -$13.4K -385 -2%
WHG
760
Westwood Holdings Group
Texas
$697K -$7.59M -218,794 -91%
IFU
761
iSAM Funds (UK)
United Kingdom
$696K +$714K +20,593 New
TG
762
TCW Group
California
$691K -$16.6K -480 -2%
BCM
763
BTC Capital Management
Iowa
$691K +$228K +6,563 +47%
MOS
764
MGO One Seven
Ohio
$687K -$255K -7,351 -27%
GSWM
765
Greenup Street Wealth Management
Michigan
$686K +$15.6K +451 +2%
HCA
766
Harbor Capital Advisors
Illinois
$686K -$3.99K -115 -0.6%
CCM
767
Copeland Capital Management
Pennsylvania
$682K -$33.4K -964 -5%
CM
768
CoreCommodity Management
Connecticut
$680K -$490K -14,119 -41%
SM
769
Southport Management
Wyoming
$676K -$520K -15,000 -43%
CM
770
CM Management
Florida
$676K +$694K +20,000 New
SAM
771
Smartleaf Asset Management
Massachusetts
$670K -$122K -3,530 -15%
BA
772
BCM Advisors
Louisiana
$667K
GT
773
Greenleaf Trust
Michigan
$666K -$455K -13,111 -40%
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
$662K -$1.63M -46,934 -71%
AAI
775
American Assets Inc
California
$661K