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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
551
Johnson Investment Counsel
Ohio
$521K -$10.3K -97 -2%
HSA
552
HBK Sorce Advisory
Pennsylvania
$519K +$26.2K +248 +6%
FAM
553
Fred Alger Management
New York
$518K -$123K -1,165 -20%
BSW
554
Buckingham Strategic Wealth
Missouri
$514K +$104K +980 +27%
NA
555
NewEdge Advisors
Louisiana
$508K -$48.9K -462 -9%
Grantham, Mayo, Van Otterloo & Co (GMO)
556
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$507K +$476K +4,504 New
RBC
557
Romano Brothers & Co
Illinois
$507K +$7.93K +75 +2%
LC
558
Lincoln Capital
Nebraska
$505K – – –
RRA
559
Round Rock Advisors
Connecticut
$504K +$1.06K +10 +0.2%
JSW
560
Journey Strategic Wealth
New Jersey
$503K -$20.3K -192 -4%
MM
561
MQS Management
New York
$500K +$168K +1,591 +56%
SWP
562
Stratos Wealth Partners
Ohio
$496K +$55.2K +522 +13%
TCM
563
Telos Capital Management
California
$495K -$4.87K -46 -1%
TCM
564
Teza Capital Management
Illinois
$494K -$338K -3,197 -42%
BC
565
Barrett & Company
Rhode Island
$494K +$740 +7 +0.2%
SAM
566
S.A. Mason
Michigan
$492K – – –
AG
567
AIA Group
Hong Kong
$491K +$461K +4,359 New
AWS
568
Atria Wealth Solutions
New York
$485K -$28.4K -269 -6%
AP
569
AtonRa Partners
Switzerland
$484K +$34.5K +326 +8%
CCA
570
Conestoga Capital Advisors
Pennsylvania
$482K -$47.4K -448 -9%
CTC
571
Central Trust Company
Missouri
$479K -$1.27K -12 -0.3%
NB
572
NBT Bank
New York
$476K -$317 -3 -0.1%
AU
573
Algebris (UK)
United Kingdom
$476K +$449K +4,242 New
GRP
574
Global Retirement Partners
California
$474K +$221K +2,090 +99%
PGAM
575
Princeton Global Asset Management
New Jersey
$470K -$180K -1,699 -29%