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Name Holding Trade Value Shares
Change
Change in
Stake
RC
401
Roundview Capital
New Jersey
$223K
EWA
402
Exencial Wealth Advisors
Oklahoma
$222K +$291 +1 +0.1%
CAPTRUST Financial Advisors
403
CAPTRUST Financial Advisors
North Carolina
$221K +$37.9K +130 +17%
B
404
Barings
North Carolina
$220K +$261K +895 New
EF
405
Empirical Finance
Pennsylvania
$218K +$14.9K +51 +6%
MGP
406
Metis Global Partners
California
$212K +$35.3K +121 +16%
PFO
407
Pathstone Family Office
New Jersey
$212K +$252K +863 New
NFC
408
Northeast Financial Consultants
Connecticut
$209K
SWK
409
Stephen W. Kidder
$209K
MPCG
410
Matrix Private Capital Group
New York
$208K -$1.46K -5 -0.6%
ET
411
Equitable Trust
Tennessee
$205K -$336K -1,154 -58%
BFM
412
Boothbay Fund Management
New York
$201K +$239K +819 New
SPIA
413
Steward Partners Investment Advisory
New York
$178K -$55.4K -190 -21%
APA
414
American Portfolios Advisors
New York
$150K -$19.8K -68 -10%
ST
415
Smithfield Trust
Pennsylvania
$147K -$1.46K -5 -0.8%
First Manhattan
416
First Manhattan
New York
$133K
Cohen & Steers
417
Cohen & Steers
New York
$133K +$4.08K +14 +3%
WI
418
Wahed Invest
New York
$123K +$145K +499 New
HI
419
Harbour Investments
Wisconsin
$123K +$146K +500 New
HBT
420
Hills Bank & Trust
Iowa
$117K
TCOV
421
Trust Company of Vermont
Vermont
$111K +$131K +450 New
DCM
422
Dupont Capital Management
Delaware
$109K +$14K +48 +12%
NIM
423
NuWave Investment Management
New Jersey
$108K +$129K +441 New
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$101K -$19.5K -67 -14%
FPS
425
Fieldpoint Private Securities
Connecticut
$96K -$18.9K -65 -14%