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Name Holding Trade Value Shares
Change
Change in
Stake
9WM
526
9258 Wealth Management
Ohio
$888K +$811K +15,286 New
NA
527
Navellier & Associates
Nevada
$885K +$808K +15,235 New
V
528
Veritable
Delaware
$880K -$29.9K -563 -4%
RHBC
529
R.H. Bluestein & Co
Michigan
$872K – – –
SAM
530
Silphium Asset Management
United Kingdom
$872K -$1.06M -20,000 -57%
VAM
531
Veritas Asset Management
United Kingdom
$871K +$796K +15,000 New
FSC
532
Full Sail Capital
Oklahoma
$867K +$11.5K +217 +2%
EHC
533
Everett Harris & Co
California
$865K +$50.9K +960 +7%
BHWM
534
Bar Harbor Wealth Management
New Hampshire
$862K -$210K -3,950 -21%
GT
535
Glenmede Trust
Pennsylvania
$862K +$105K +1,986 +15%
CAM
536
Cozad Asset Management
Illinois
$846K -$40.7K -768 -5%
AIM
537
Artemis Investment Management
United Kingdom
$835K +$763K +14,382 New
FP
538
Financial Perspectives
Minnesota
$824K +$753K +14,191 New
AIM
539
Anchor Investment Management
South Carolina
$824K -$12.5K -235 -2%
RG
540
Rikoon Group
New Mexico
$815K -$42.4K -800 -5%
NAM
541
NorthCoast Asset Management
Connecticut
$799K +$729K +13,752 New
TRCT
542
Tower Research Capital (TRC)
New York
$792K +$723K +13,626 New
RIM
543
Regent Investment Management
Kentucky
$782K – – –
QP
544
Quilter Plc
United Kingdom
$777K +$709K +13,366 New
BOTW
545
Bank of the West
California
$757K -$57.1K -1,076 -8%
DIA
546
Dana Investment Advisors
Wisconsin
$753K +$687K +12,952 New
CCM
547
Coldstream Capital Management
Washington
$738K -$1.06K -20 -0.2%
CFGS
548
Concourse Financial Group Securities
Alabama
$731K +$347K +6,537 +110%
OFS
549
OneAscent Financial Services
Alabama
$731K +$668K +12,586 New
PGDP
550
Pragma Gestao de Patrimonio
Brazil
$726K +$663K +12,500 New