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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$291K +$224K +1,167 +268%
KIA
627
Knollwood Investment Advisory
Maryland
$290K
PA
628
Pinnacle Associates
New York
$290K -$5.56K -29 -2%
MCM
629
Marathon Capital Management
Maryland
$285K +$85.3K +445 +40%
PPWP
630
Premier Path Wealth Partners
New Jersey
$284K -$384 -2 -0.1%
CWS
631
Confluence Wealth Services
Pennsylvania
$280K -$384 -2 -0.1%
CIM
632
Cambria Investment Management
California
$275K +$290K +1,514 New
NB
633
NBT Bank
New York
$269K +$767 +4 +0.3%
PCM
634
Prelude Capital Management
New York
$266K -$193K -1,009 -41%
CIS
635
Continental Investors Services
Washington
$266K +$384 +2 +0.1%
SWM
636
SeaCrest Wealth Management
New York
$265K -$14.8K -77 -5%
RGC
637
Roberts, Glore & Co
Illinois
$265K -$22.4K -117 -7%
AF
638
Allworth Financial
California
$264K +$14.6K +76 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
639
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$261K -$991K -5,169 -78%
NIM
640
Northeast Investment Management
Massachusetts
$259K
CAM
641
Claret Asset Management
Quebec, Canada
$257K +$192 +1 +0.1%
BBHC
642
Brown Brothers Harriman & Co
New York
$256K +$4.99K +26 +2%
FIA
643
Foundations Investment Advisors
Arizona
$254K -$1.92K -10 -0.7%
CI
644
CX Institutional
Indiana
$252K +$32.8K +171 +14%
HPC
645
HM Payson & Co
Maine
$252K +$4.79K +25 +2%
DADC
646
D.A. Davidson & Co
Montana
$252K -$575 -3 -0.2%
NG
647
Norden Group
Utah
$250K -$4.6K -24 -2%
OR
648
Olympiad Research
Connecticut
$247K +$262K +1,364 New
LAM
649
Longboard Asset Management
Arizona
$241K
EWM
650
Empirical Wealth Management
Washington
$239K -$62.5K -326 -20%