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Name Holding Trade Value Shares
Change
Change in
Stake
BPM
1126
Bowling Portfolio Management
Ohio
$576K +$590K +8,269 New
RWA
1127
River Wealth Advisors
Pennsylvania
$571K -$9.64K -135 -2%
CSMF
1128
Charles Stewart Mott Foundation
Michigan
$571K +$585K +8,193 New
PIM
1129
Progressive Investment Management
Oregon
$562K +$3.43K +48 +0.6%
TYCC
1130
Texas Yale Capital Corp
Florida
$561K
CDH
1131
Charles D. Hyman
$557K
BCM
1132
Brookstone Capital Management
Illinois
$554K -$303K -4,245 -35%
DWA
1133
Dorsey Wright & Associates
California
$552K +$14.2K +199 +3%
PCM
1134
Pointe Capital Management
Michigan
$550K +$21.6K +302 +4%
SGAM
1135
Steinberg Global Asset Management
Florida
$548K -$28.6K -400 -5%
FWM
1136
Frontier Wealth Management
Missouri
$545K +$57.1K +800 +11%
FMWA
1137
Forvis Mazars Wealth Advisors
Missouri
$539K +$6.07K +85 +1%
PPSG
1138
Princeton Portfolio Strategies Group
New Jersey
$536K +$67.7K +948 +14%
ASN
1139
Advisory Services Network
Georgia
$535K +$106K +1,482 +24%
AAS
1140
Annex Advisory Services
Wisconsin
$526K +$286 +4 +0.1%
FWIA
1141
Fort Washington Investment Advisors
Ohio
$525K +$25K +350 +5%
PP
1142
Paloma Partners
Connecticut
$523K -$4.56M -63,848 -89%
OWP
1143
Obermeyer Wealth Partners
Colorado
$518K
PGIM
1144
Pacific Global Investment Management
California
$516K +$54.1K +758 +11%
GW
1145
GW & Wade
Massachusetts
$505K +$289K +4,054 +127%
FHA
1146
First Horizon Advisors
Tennessee
$504K -$44.3K -620 -8%
Dodge & Cox
1147
Dodge & Cox
California
$504K
WIA
1148
Westbourne Investment Advisors
Maryland
$495K -$62.5K -875 -11%
HCM
1149
Harvey Capital Management
Florida
$494K
CWM
1150
Calamos Wealth Management
Illinois
$494K +$74.3K +1,041 +17%