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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
526
First Horizon Advisors
Tennessee
$216K +$23.8K +119 +14%
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$212K +$189K +943 New
ACM
528
Ashford Capital Management
Delaware
$210K +$187K +935 New
CS
529
Cannell & Spears
New York
$210K +$187K +935 New
RP
530
Rice Partnership
Hawaii
$210K +$187K +935 New
FWA
531
FSM Wealth Advisors
Ohio
$209K +$186K +932 New
MYAM
532
Meiji Yasuda Asset Management
Japan
$208K +$185K +925 New
IA
533
IFP Advisors
Florida
$207K +$400 +2 +0.2%
ECM
534
Evergreen Capital Management
Washington
$206K +$183K +914 New
AA
535
Ancora Advisors
Ohio
$196K
VSQM
536
V-Square Quantitative Management
Illinois
$170K +$151K +754 New
CLOS
537
Compagnie Lombard Odier SCmA
Switzerland
$169K
ST
538
Smithfield Trust
Pennsylvania
$157K
CFFP
539
Center for Financial Planning
Michigan
$152K
UB
540
UMB Bank
Missouri
$149K
SIM
541
Sentry Investment Management
Wisconsin
$147K
GRP
542
Global Retirement Partners
California
$142K +$1.4K +7 +1%
NIMI
543
Natixis Investment Managers International
France
$136K -$18K -90 -13%
TWI
544
Thomas White International
Illinois
$134K
SGC
545
Slocum, Gordon & Co
Rhode Island
$133K
AF
546
Allworth Financial
California
$127K +$1.6K +8 +1%
CFGS
547
Concourse Financial Group Securities
Alabama
$126K -$5K -25 -4%
SC
548
Steph & Co
Wisconsin
$115K +$102K +511 New
PI
549
PEAK6 Investments
Illinois
$114K -$196K -981 -66%
DGAM
550
Desjardins Global Asset Management
Quebec, Canada
$113K -$379K -1,895 -79%