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Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
626
Bank Julius Baer & Co
Switzerland
$399K +$169K +845 +92%
FIM
627
Fernwood Investment Management
Massachusetts
$396K -$33.1K -165 -8%
JAM
628
Jupiter Asset Management
United Kingdom
$393K +$349K +1,741 New
AFAS
629
Acorn Financial Advisory Services
Virginia
$391K +$1.6K +8 +0.5%
EP
630
Essential Planning
New Hampshire
$391K
HNB
631
Huntington National Bank
Ohio
$389K +$132K +660 +62%
LA
632
Legacy Advisors
Pennsylvania
$386K +$3.21K +16 +0.9%
GAM
633
Gemmer Asset Management
California
$386K
FAIM
634
Financial Advocates Investment Management
Washington
$384K +$8.61K +43 +3%
AWM
635
Apollon Wealth Management
South Carolina
$373K -$97.4K -486 -23%
CWM
636
Congress Wealth Management
Massachusetts
$362K +$320K +1,600 New
CGL
637
Clarius Group LLC
Washington
$361K +$1.4K +7 +0.4%
MYLI
638
Meiji Yasuda Life Insurance
Japan
$360K +$12K +60 +4%
SLI
639
Sumitomo Life Insurance
Japan
$360K +$319K +1,593 New
HFM
640
Hartford Funds Management
Pennsylvania
$359K +$41.9K +209 +15%
CGIM
641
Capital Group Investment Management
Singapore
$355K
AR
642
Advisory Research
Illinois
$354K +$314K +1,567 New
EAM
643
Evanson Asset Management
California
$353K -$104K -520 -25%
BP
644
Ballentine Partners
Massachusetts
$352K +$11.4K +57 +4%
FFS
645
Founders Financial Securities
Maryland
$351K +$20K +100 +7%
IFG
646
Independent Financial Group
California
$350K +$84.5K +422 +37%
AWA
647
Arete Wealth Advisors
Illinois
$349K +$310K +1,547 New
HI
648
Horizon Investments
North Carolina
$349K +$18K +90 +6%
EFM
649
E Fund Management
China
$348K -$55.7K -278 -15%
QI
650
Qtron Investments
Massachusetts
$344K +$305K +1,525 New