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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1101
Perpetual Investment Management
Australia
$1.88M +$1.89M +87,438 New
CTA
1102
Chesley Taft & Associates
Illinois
$1.88M +$6.43K +298 +0.3%
SCM
1103
Southport Capital Management
Tennessee
$1.88M -$137K -6,334 -7%
AA
1104
Altman Advisors
Illinois
$1.88M +$25.1K +1,163 +1%
AWM
1105
Altium Wealth Management
New York
$1.87M +$47.4K +2,198 +3%
WPW
1106
Waldron Private Wealth
Pennsylvania
$1.87M -$67K -3,105 -3%
LOAME
1107
Lombard Odier Asset Management (Europe)
United Kingdom
$1.87M
PWA
1108
Providence Wealth Advisors
Illinois
$1.87M +$22.1K +1,024 +1%
IAN
1109
Integrated Advisors Network
Texas
$1.85M -$51.3K -2,377 -3%
AR
1110
Advisory Research
Illinois
$1.85M +$920K +42,646 +100%
PG
1111
Pendal Group
Australia
$1.85M +$1.84M +85,141 New
RCM
1112
Radnor Capital Management
Pennsylvania
$1.85M +$10K +464 +0.5%
PFGIA
1113
Patriot Financial Group Insurance Agency
Massachusetts
$1.84M +$304K +14,081 +20%
WB
1114
Webster Bank
Connecticut
$1.84M -$558K -25,874 -23%
RCAG
1115
Rehmann Capital Advisory Group
Michigan
$1.84M -$114K -5,309 -6%
RB
1116
Rodgers Brothers
Pennsylvania
$1.83M -$338K -15,685 -16%
CW
1117
CreativeOne Wealth
Kansas
$1.83M +$1.06M +49,260 +140%
PHIMC
1118
Private Harbour Investment Management & Counsel
Ohio
$1.83M -$15.1K -702 -0.8%
HVIA
1119
Hudson Valley Investment Advisors
New York
$1.83M -$13.5K -625 -0.7%
LBD
1120
Landsberg Bennett & Dubbaneh
Florida
$1.83M +$658K +30,519 +57%
CIA
1121
Cohen Investment Advisors
New Hampshire
$1.82M +$1.81M +83,894 New
LWANC
1122
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.82M -$71.9K -3,333 -4%
VNIM
1123
Vaughan Nelson Investment Management
Texas
$1.81M +$771K +35,748 +75%
NAS
1124
Nicolet Advisory Services
Wisconsin
$1.81M +$37.2K +1,726 +2%
KS
1125
Karpas Strategies
Connecticut
$1.8M +$2.63K +122 +0.1%