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Name Holding Trade Value Shares
Change
Change in
Stake
OPCM
1076
Osborne Partners Capital Management
California
$585K -$67.8K -1,001 -10%
HSA
1077
HBK Sorce Advisory
Pennsylvania
$579K +$6.78K +100 +1%
AA
1078
ALPS Advisors
Colorado
$578K +$7.46K +110 +1%
PWM
1079
Perigon Wealth Management
California
$570K +$26.6K +392 +5%
GLI
1080
Guardian Life Insurance
New York
$569K -$949 -14 -0.2%
QSS
1081
Quantitative Systematic Strategies
Florida
$569K +$578K +8,526 New
MPI
1082
Mairs & Power Inc
Minnesota
$568K +$27.4K +405 +5%
RWA
1083
River Wealth Advisors
Pennsylvania
$559K -$72.4K -1,069 -11%
SGAM
1084
Steinberg Global Asset Management
Florida
$555K -$13.6K -200 -2%
MIM
1085
Marco Investment Management
Georgia
$549K +$217K +3,200 +64%
VanEck Associates
1086
VanEck Associates
New York
$546K +$74.3K +1,096 +16%
MBT
1087
Montecito Bank & Trust
California
$542K
MGAM
1088
McGowan Group Asset Management
Texas
$542K +$27.2K +401 +5%
TYCC
1089
Texas Yale Capital Corp
Florida
$541K
PIM
1090
Progressive Investment Management
Oregon
$539K -$255K -3,768 -32%
CDH
1091
Charles D. Hyman
$537K
WIA
1092
Westbourne Investment Advisors
Maryland
$536K +$541K +7,980 New
MFW
1093
Meristem Family Wealth
Minnesota
$533K -$23K -340 -4%
FHA
1094
First Horizon Advisors
Tennessee
$527K -$38.6K -569 -7%
DWA
1095
Dorsey Wright & Associates
California
$525K -$1.63M -24,106 -76%
NO
1096
Ninety One
South Africa
$521K +$526K +7,766 New
FMWA
1097
Forvis Mazars Wealth Advisors
Missouri
$514K +$124K +1,825 +31%
PCM
1098
Pointe Capital Management
Michigan
$510K +$67.3K +993 +15%
Boston Partners
1099
Boston Partners
Massachusetts
$508K -$1.35K -20 -0.3%
AAS
1100
Annex Advisory Services
Wisconsin
$507K +$7.73K +114 +2%