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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
376
Panagora Asset Management
Massachusetts
$702K -$65.8K -1,145 -8%
KFP
377
KMG Fiduciary Partners
Ohio
$691K -$1.82M -31,630 -71%
CAM
378
Costello Asset Management
Pennsylvania
$691K +$250K +4,350 +49%
AG
379
Algert Global
California
$682K -$181K -3,152 -19%
ACP
380
Aviance Capital Partners
Florida
$680K
SPIA
381
Steward Partners Investment Advisory
New York
$670K +$132K +2,294 +22%
BA
382
Bridge Advisory
California
$660K +$153K +2,663 +27%
PAS
383
Park Avenue Securities
New York
$660K +$462K +8,045 +176%
SWM
384
Spire Wealth Management
Virginia
$655K +$722K +12,572 New
Mariner
385
Mariner
Kansas
$635K +$698K +12,153 New
American Century Companies
386
American Century Companies
Missouri
$633K +$176K +3,056 +34%
CCP
387
Corient Capital Partners
California
$632K +$694K +12,083 New
Mercer Global Advisors
388
Mercer Global Advisors
Colorado
$627K +$200K +3,487 +41%
CCM
389
Conway Capital Management
California
$625K -$4.31K -75 -0.6%
FHA
390
Flagship Harbor Advisors
Massachusetts
$622K +$285K +4,955 +71%
Baird Financial Group
391
Baird Financial Group
Wisconsin
$614K -$886K -15,413 -57%
CS
392
Cannell & Spears
New York
$613K +$674K +11,730 New
CAPTRUST Financial Advisors
393
CAPTRUST Financial Advisors
North Carolina
$611K +$191K +3,329 +40%
FIM
394
Freedom Investment Management
Connecticut
$605K +$665K +11,566 New
PAG
395
Pinnacle Advisory Group
Maryland
$590K +$105K +1,834 +19%
QI
396
Qtron Investments
Massachusetts
$583K +$75.3K +1,311 +13%
GFP
397
Gryphon Financial Partners
Ohio
$579K -$145K -2,526 -19%
EWM
398
Empirical Wealth Management
Washington
$568K -$278K -4,845 -31%
LOAMS
399
Lombard Odier Asset Management (Switzerland)
Switzerland
$568K +$624K +10,856 New
OIA
400
OneDigital Investment Advisors
Kansas
$561K +$148K +2,569 +31%