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Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
651
V-Square Quantitative Management
Illinois
$579K +$68.6K +285 +12%
RWS
652
Resolute Wealth Strategies
Mississippi
$579K -$36.1K -150 -5%
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$573K +$606K +2,519 +5,598%
HFA
654
Harbert Fund Advisors
Alabama
$559K -$661K -2,744 -52%
WF
655
Welch & Forbes
Massachusetts
$557K +$6.26K +26 +1%
FFS
656
Founders Financial Securities
Maryland
$555K +$27.4K +114 +5%
FAIM
657
Financial Advocates Investment Management
Washington
$555K +$43.1K +179 +8%
FCBT
658
First Citizens Bank & Trust
North Carolina
$553K +$23.6K +98 +4%
FLPIM
659
F.L. Putnam Investment Management
Massachusetts
$552K -$116K -481 -16%
VFA
660
Voya Financial Advisors
Connecticut
$551K +$174K +724 +41%
DIM
661
DC Investments Management
Virginia
$550K
EWA
662
EP Wealth Advisors
California
$548K -$59.5K -247 -9%
HI
663
Horizon Investments
North Carolina
$542K +$28.9K +120 +5%
IAS
664
Insigneo Advisory Services
Florida
$537K +$204K +847 +49%
AWM
665
Apollon Wealth Management
South Carolina
$534K +$89.1K +370 +18%
PA
666
Parallel Advisors
California
$534K -$14.4K -60 -2%
WS
667
Wedbush Securities
California
$534K +$89.3K +371 +18%
BPCE
668
Bank Pictet & Cie (Europe)
Germany
$534K +$251K +1,041 +77%
OCBCO
669
Oversea-Chinese Banking Corp (OCBC)
Singapore
$533K -$1.42M -5,902 -71%
KPWS
670
Kestra Private Wealth Services
Texas
$532K +$241 +1 +0%
Bessemer Group
671
Bessemer Group
New Jersey
$531K -$4.33K -18 -0.8%
PS
672
Principal Securities
Iowa
$528K +$106K +440 +23%
OWMIAS
673
One Wealth Management Investment & Advisory Services
Florida
$527K +$12.5K +52 +2%
BMCM
674
Bryn Mawr Capital Management
Pennsylvania
$527K -$31.5K -131 -5%
WT
675
Whittier Trust
California
$525K +$38.8K +161 +7%