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Name Holding Trade Value Shares
Change
Change in
Stake
UM
651
UniSuper Management
Australia
$313K
GRP
652
Global Retirement Partners
California
$313K +$28K +388 +9%
MAA
653
Mraz Amerine & Associates
California
$312K -$72 -1 -0%
HFM
654
Hartford Funds Management
Pennsylvania
$311K +$30.1K +418 +10%
WP
655
WealthSource Partners
California
$310K +$2.52K +35 +0.8%
WANY
656
Wealthspire Advisors (New York)
New York
$309K -$65.3K -906 -17%
Los Angeles Capital Management
657
Los Angeles Capital Management
California
$309K
MHIC
658
Marble Harbor Investment Counsel
Massachusetts
$306K
FWM
659
Fingerlakes Wealth Management
New York
$303K -$83.2K -1,154 -21%
PCA
660
Pallas Capital Advisors
Massachusetts
$303K +$314K +4,359 New
MHR
661
Matthew Hamilton Rosenberg
$302K +$14K +194 +5%
TAM
662
Tucker Asset Management
Colorado
$301K +$12.2K +169 +4%
TIAA Trust, National Association
663
TIAA Trust, National Association
North Carolina
$300K +$318K +4,406 New
AAIS
664
ABN AMRO Investment Solutions
$299K +$317K +4,391 New
AP
665
Appleton Partners
Massachusetts
$297K -$274K -3,800 -47%
DWP
666
Daymark Wealth Partners
Ohio
$296K -$9.23K -128 -3%
FFG
667
Frisch Financial Group
New York
$295K -$110K -1,524 -26%
AFCM
668
Applied Finance Capital Management
Puerto Rico
$293K +$19.9K +276 +7%
SS
669
Sunbelt Securities
Texas
$290K +$3.9K +54 +1%
PCM
670
Pointe Capital Management
Michigan
$290K
KWM
671
Kingsview Wealth Management
Oregon
$289K +$22.5K +312 +8%
RSWM
672
Robertson Stephens Wealth Management
California
$287K +$85.5K +1,186 +40%
NAS
673
NWF Advisory Services
California
$286K
MFG
674
Merit Financial Group
Georgia
$284K -$44.7K -620 -13%
MOS
675
MGO One Seven
Ohio
$282K +$14.6K +202 +5%