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Name Holding Trade Value Shares
Change
Change in
Stake
IAM
1301
Innovis Asset Management
Illinois
$493K +$116K +706 +31%
WMA
1302
Wealth Management Associates
New Jersey
$493K -$27.8K -169 -5%
FP
1303
Financial Perspectives
Minnesota
$487K – – –
Waldron Private Wealth
1304
Waldron Private Wealth
Pennsylvania
$487K +$13.5K +82 +3%
Salem Investment Counselors
1305
Salem Investment Counselors
North Carolina
$485K +$23.2K +141 +5%
PVH
1306
Psagot Value Holdings
Israel
$484K -$1.63M -9,923 -77%
BHA
1307
Beech Hill Advisors
New York
$481K – – –
CFO
1308
CVA Family Office
Colorado
$481K +$477K +2,903 New
AIM
1309
Alhambra Investment Management
Florida
$480K -$9.87K -60 -2%
BCM
1310
Brown Capital Management
Maryland
$478K – – –
RCAG
1311
Rehmann Capital Advisory Group
Michigan
$476K -$5.1K -31 -1%
SWM
1312
Stockman Wealth Management
Montana
$476K -$117K -711 -20%
MFG
1313
Magnus Financial Group
New York
$475K +$205K +1,246 +77%
VSQM
1314
V-Square Quantitative Management
Illinois
$475K +$471K +2,867 New
ACA
1315
Atlas Capital Advisors
Wyoming
$474K – – –
KC
1316
Kingfisher Capital
North Carolina
$473K +$2.96K +18 +0.6%
CHAM
1317
Clear Harbor Asset Management
Connecticut
$471K +$468K +2,845 New
TL
1318
Tradewinds LLC
North Carolina
$470K +$467K +2,840 New
PGIM
1319
Pacific Global Investment Management
California
$470K +$17.6K +107 +4%
Hantz Financial Services
1320
Hantz Financial Services
Michigan
$469K +$2.3K +14 +0.5%
HNWAG
1321
High Net Worth Advisory Group
Florida
$469K – – –
MWA
1322
Monograph Wealth Advisors
California
$467K -$33.4K -203 -7%
SWA
1323
SFMG Wealth Advisors
Texas
$467K +$73.3K +446 +19%
SL
1324
Sentry LLC
Tennessee
$467K +$464K +2,820 New
BAM
1325
Beaumont Asset Management
Texas
$467K – – –