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Name Holding Trade Value Shares
Change
Change in
Stake
SS
101
Sunbelt Securities
Texas
$967K -$215K -1,610 -17%
AIM
102
Aigen Investment Management
New York
$955K +$999K +7,486 +1,573%
CCM
103
Cullen Capital Management
New York
$927K +$663K +4,970 +180%
CIP
104
Capital Insight Partners
Arizona
$907K +$147K +1,099 +17%
SFM
105
Systematic Financial Management
New Jersey
$900K -$174K -1,300 -15%
LSAG
106
Lake Street Advisors Group
New Hampshire
$895K +$443K +3,319 +80%
LP
107
LMR Partners
United Kingdom
$883K +$935K +7,007 New
AssetMark Inc
108
AssetMark Inc
California
$880K -$113K -843 -10%
S
109
SignatureFD
Georgia
$872K -$34K -255 -3%
JFL
110
Jarislowsky, Fraser Ltd
Quebec, Canada
$859K -$187K -1,400 -16%
AIA
111
Armor Investment Advisors
North Carolina
$859K -$46.7K -350 -5%
Sumitomo Mitsui Trust Group
112
Sumitomo Mitsui Trust Group
Japan
$859K +$956K +7,162 New
HighTower Advisors
113
HighTower Advisors
Illinois
$857K +$27K +202 +3%
BlackRock
114
BlackRock
New York
$848K -$941K -7,049 -50%
FIM
115
Freedom Investment Management
Connecticut
$829K +$110K +827 +17%
BF
116
BOK Financial
Oklahoma
$783K +$872K +6,529 New
GF
117
Gabelli Funds
New York
$780K +$26.7K +200 +3%
SIC
118
Schwartz Investment Counsel
Michigan
$780K +$200K +1,500 +30%
ACA
119
Atlas Capital Advisors
Wyoming
$780K -$10.4K -78 -1%
Jane Street
120
Jane Street
New York
$773K +$370K +2,771 +75%
DI
121
Diligent Investors
California
$750K -$115K -865 -12%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$741K +$400 +3 +0%
Vanguard Personalized Indexing Management
123
Vanguard Personalized Indexing Management
California
$725K +$807K +6,044 New
IWC
124
Integrated Wealth Concepts
Massachusetts
$723K +$130K +972 +19%
AAM
125
Advisors Asset Management
Colorado
$684K -$36K -270 -5%