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Name Holding Trade Value Shares
Change
Change in
Stake
MOS
701
MGO One Seven
Ohio
$5.44M -$444K -2,924 -9%
BP
702
Ballentine Partners
Massachusetts
$5.42M -$525K -3,459 -10%
MYAM
703
Meiji Yasuda Asset Management
Japan
$5.38M +$1.17M +7,727 +33%
GAG
704
Goodman Advisory Group
Massachusetts
$5.38M +$493K +3,250 +12%
VAS
705
Vestmark Advisory Solutions
Massachusetts
$5.37M -$196K -1,294 -4%
1WA
706
180 Wealth Advisors
Washington
$5.36M -$93K -613 -2%
IDP
707
In-Depth Partners
Florida
$5.31M +$4.63M +30,541 New
MBA
708
Maple-Brown Abbott
Australia
$5.3M -$731K -4,821 -14%
IP
709
Interval Partners
New York
$5.29M +$4.62M +30,455 New
KI
710
Kapitalo Investimentos
Brazil
$5.29M -$4.55M -30,000 -50%
TCM
711
Tufton Capital Management
Maryland
$5.28M -$73.7K -486 -2%
RJT
712
Raymond James Trust
Florida
$5.24M +$572K +3,768 +14%
PRS
713
Pinkerton Retirement Specialists
Idaho
$5.24M +$175K +1,151 +4%
KM
714
KP Management
Minnesota
$5.21M +$1.52M +10,000 +50%
CWM
715
Calamos Wealth Management
Illinois
$5.21M +$595K +3,923 +15%
QC
716
Quaero Capital
Switzerland
$5.21M -$347K -2,290 -7%
LFS
717
Leibman Financial Services
Nebraska
$5.2M -$459K -3,028 -9%
JAM
718
JCIC Asset Management
Ontario, Canada
$5.19M +$882K +5,816 +24%
SIA
719
Schechter Investment Advisors
Michigan
$5.19M +$119K +783 +3%
TCOV
720
Trust Company of Vermont
Vermont
$5.17M +$253K +1,667 +6%
WC
721
Whitney & Co
New York
$5.17M -$3.64K -24 -0.1%
OCM
722
One Capital Management
California
$5.14M +$4.49M +29,575 New
AFG
723
Atomi Financial Group
New York
$5.14M +$261K +1,722 +6%
GAA
724
Green Alpha Advisors
Colorado
$5.14M -$559K -3,682 -11%
SGM
725
Skye Global Management
Florida
$5.13M +$4.47M +29,500 New