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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1376
Permanent Capital Management
Illinois
$467K -$272K -585 -35%
CAM
1377
Cidel Asset Management
Ontario, Canada
$466K +$136K +292 +36%
FMLI
1378
Fukoku Mutual Life Insurance
Japan
$465K – – –
FB
1379
Fulton Bank
Pennsylvania
$465K +$6.96K +15 +1%
MA
1380
Mutual Advisors
Nebraska
$462K -$44.1K -95 -8%
PL
1381
Perpetual Ltd
Australia
$462K +$91.5K +197 +22%
SFC
1382
SYM Financial Corp
Indiana
$461K +$503K +1,083 New
WFI
1383
West Family Investments
California
$458K -$8.82K -19 -2%
VVP
1384
Venture Visionary Partners
Ohio
$457K -$11.1K -24 -2%
TWM
1385
TRB Wealth Management
Texas
$457K +$499K +1,075 New
PCM
1386
Prelude Capital Management
New York
$457K +$319K +687 +178%
VCA
1387
Verdence Capital Advisors
Maryland
$456K +$5.11K +11 +1%
SDAM
1388
Shulman DeMeo Asset Management
New York
$455K -$3.71K -8 -0.7%
AAS
1389
Ameritas Advisory Services
Nebraska
$455K -$55.7K -120 -10%
AFP
1390
Ausdal Financial Partners
Iowa
$454K +$229K +494 +86%
EAM
1391
Empirical Asset Management
Massachusetts
$453K +$494K +1,065 New
SWA
1392
Stratos Wealth Advisors
Ohio
$451K -$6.96K -15 -1%
HL
1393
HeadInvest LLC
Maine
$450K +$2.32K +5 +0.5%
MGIA
1394
Moneta Group Investment Advisors
Missouri
$450K -$36.7K -79 -7%
PFA
1395
Plotkin Financial Advisors
Maryland
$450K – – –
OF
1396
Optimize Financial
California
$447K +$93.8K +202 +24%
SAM
1397
S.A. Mason
Michigan
$447K +$488K +1,052 New
NRC
1398
New Republic Capital
North Carolina
$447K -$130K -279 -21%
LCWM
1399
Legacy Capital Wealth Management
Texas
$446K -$12.5K -27 -3%
ACP
1400
Argyle Capital Partners
California
$445K +$36.2K +78 +8%