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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
401
Uncommon Cents Investing
Wisconsin
$224K – – –
V
402
Veritable
Delaware
$224K +$31.8K +109 +14%
RC
403
Roundview Capital
New Jersey
$223K – – –
EWA
404
Exencial Wealth Advisors
Oklahoma
$222K +$291 +1 +0.1%
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$221K +$37.9K +130 +17%
B
406
Barings
North Carolina
$220K +$261K +895 New
EF
407
Empirical Finance
Pennsylvania
$218K +$14.9K +51 +6%
MGP
408
Metis Global Partners
California
$212K +$35.3K +121 +16%
PFO
409
Pathstone Family Office
New Jersey
$212K +$252K +863 New
NFC
410
Northeast Financial Consultants
Connecticut
$209K – – –
SWK
411
Stephen W. Kidder
$209K – – –
MPCG
412
Matrix Private Capital Group
New York
$208K -$1.46K -5 -0.6%
ET
413
Equitable Trust
Tennessee
$205K -$336K -1,154 -58%
BFM
414
Boothbay Fund Management
New York
$201K +$239K +819 New
SPIA
415
Steward Partners Investment Advisory
New York
$178K -$55.4K -190 -21%
APA
416
American Portfolios Advisors
New York
$150K -$19.8K -68 -10%
ST
417
Smithfield Trust
Pennsylvania
$147K -$1.46K -5 -0.8%
First Manhattan
418
First Manhattan
New York
$133K – – –
Cohen & Steers
419
Cohen & Steers
New York
$133K +$4.08K +14 +3%
WI
420
Wahed Invest
New York
$123K +$145K +499 New
HI
421
Harbour Investments
Wisconsin
$123K +$146K +500 New
HBT
422
Hills Bank & Trust
Iowa
$117K – – –
TCOV
423
Trust Company of Vermont
Vermont
$111K +$131K +450 New
DCM
424
Dupont Capital Management
Delaware
$109K +$14K +48 +12%
NIM
425
NuWave Investment Management
New Jersey
$108K +$129K +441 New