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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Elite Wealth Management
Washington
$952K +$918K +5,622 New
AP
502
Advisor Partners
California
$951K +$92.2K +565 +12%
WCM
503
Whitener Capital Management
North Carolina
$948K +$914K +5,600 New
BCM
504
Brookstone Capital Management
Illinois
$945K +$19.9K +122 +2%
BUB
505
BBVA USA Bancshares
Texas
$933K -$2.29K -14 -0.3%
AAP
506
Aristotle Atlantic Partners
Florida
$922K +$888K +5,440 New
BTW
507
Boston Trust Walden
Massachusetts
$913K -$21.2K -130 -2%
WC
508
Woodstock Corp
Massachusetts
$910K -$11.4K -70 -1%
AFS
509
Amtrust Financial Services
New York
$898K
Squarepoint
510
Squarepoint
New York
$894K -$13.1M -80,053 -94%
VIG
511
Vienna Insurance Group
Poland
$882K +$850K +5,208 New
ECM
512
Everence Capital Management
Indiana
$869K -$347K -2,128 -29%
HK
513
Horizon Kinetics
New York
$868K
SI
514
Stephens Inc
Arkansas
$868K +$70.9K +434 +9%
MAM
515
Meeder Asset Management
Ohio
$849K -$4.41M -27,019 -84%
EM
516
Excalibur Management
Massachusetts
$847K
PCM
517
Parsons Capital Management
Rhode Island
$820K
CONA
518
Capital One National Association
New York
$819K -$219K -1,344 -22%
NC
519
Northcape Capital
Australia
$818K -$32.8K -201 -4%
BAS
520
Brown Advisory Securities
Maryland
$818K +$14.5K +89 +2%
BBHC
521
Brown Brothers Harriman & Co
New York
$817K +$14.4K +88 +2%
WF
522
Welch & Forbes
Massachusetts
$813K
PAG
523
Private Advisor Group
New Jersey
$803K -$354K -2,166 -32%
DSI
524
Daiwa SB Investments
Japan
$801K -$29.4K -180 -4%
PT
525
Plimoth Trust
Massachusetts
$792K +$763K +4,675 New