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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
601
EP Wealth Advisors
California
$613K -$288K -1,091 -32%
UFF
602
USA Financial Formulas
Michigan
$605K +$512K +1,937 +629%
SP
603
Stablepoint Partners
Massachusetts
$601K -$529 -2 -0.1%
WAM
604
Weiss Asset Management
Massachusetts
$600K -$2.24M -8,485 -79%
BIM
605
Bridges Investment Management
Nebraska
$587K +$529 +2 +0.1%
BTD
606
BankPlus Trust Department
Mississippi
$586K – – –
KF
607
Krilogy Financial
Missouri
$586K -$36.2K -137 -6%
CSPIA
608
Cary Street Partners Investment Advisory
Virginia
$584K -$43.4K -164 -7%
EWM
609
Evercore Wealth Management
New York
$584K -$14.5K -55 -2%
FPAS
610
Focus Partners Advisor Solutions
Missouri
$576K -$621K -2,348 -52%
PP
611
PDS Planning
Ohio
$566K +$2.12K +8 +0.4%
BAAM
612
Baker Avenue Asset Management
California
$555K +$72.4K +274 +15%
CIC
613
Carnegie Investment Counsel
Ohio
$554K +$529 +2 +0.1%
WF
614
Welch & Forbes
Massachusetts
$553K +$9.52K +36 +2%
CA
615
Clearstead Advisors
Ohio
$552K +$37K +140 +7%
ONB
616
Old National Bancorp
Indiana
$548K -$9.78K -37 -2%
VCM
617
Versant Capital Management
Arizona
$547K +$36K +136 +7%
PCM
618
Polymer Capital Management
New York
$546K -$512K -1,935 -49%
ETC
619
Exchange Traded Concepts
Oklahoma
$545K +$132K +500 +33%
IC
620
Inscription Capital
Texas
$543K -$26.4K -100 -5%
B
621
Bailard
California
$542K – – –
TSS
622
Two Sigma Securities
New York
$540K +$530K +2,004 New
KI
623
KTF Investments
California
$539K – – –
NG
624
Norden Group
Utah
$537K -$90.7K -343 -15%
PGFC
625
Peapack-Gladstone Financial Corp
New Jersey
$533K +$85.7K +324 +20%