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Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
676
Laurie J. Hall Trustee
$924K
BHWM
677
Bar Harbor Wealth Management
New Hampshire
$908K -$290K -2,332 -25%
CFGS
678
Concourse Financial Group Securities
Alabama
$902K +$672K +5,405 +383%
MERSOM
679
Municipal Employees' Retirement System of Michigan
Michigan
$896K +$6.21K +50 +0.7%
GC
680
GFG Capital
Florida
$895K +$841K +6,766 New
ZB
681
Zions Bancorporation
Utah
$893K -$132K -1,065 -14%
SW
682
SVB Wealth
Massachusetts
$885K +$239K +1,927 +41%
PRWA
683
Platte River Wealth Advisors
Colorado
$882K +$816K +6,570 New
WANY
684
Wealthspire Advisors (New York)
New York
$870K +$26.5K +213 +3%
SP
685
Symmetry Partners
Connecticut
$841K +$49.1K +395 +7%
NAM
686
NorthCoast Asset Management
Connecticut
$840K +$462K +3,719 +142%
ACM
687
AlphaCrest Capital Management
New York
$838K +$786K +6,328 New
PGAM
688
Princeton Global Asset Management
New Jersey
$837K +$202K +1,624 +35%
CGL
689
Clarius Group LLC
Washington
$828K -$45.9K -369 -6%
PA
690
Perennial Advisors
New York
$822K -$12.4K -100 -2%
HI
691
Horizon Investments
North Carolina
$819K +$64.2K +517 +9%
FI
692
FormulaFolio Investments
Michigan
$819K +$769K +6,185 New
TC
693
Telemus Capital
Michigan
$818K -$23.2K -187 -3%
HCM
694
Highlander Capital Management
New Jersey
$818K +$37.3K +300 +5%
SRSA
695
S.R. Schill & Associates
Washington
$811K -$243K -1,954 -24%
PG
696
Pendal Group
Australia
$809K +$137K +1,099 +22%
BOM
697
Bank of Marin
California
$809K +$760K +6,114 New
Northwestern Mutual Wealth Management
698
Northwestern Mutual Wealth Management
Wisconsin
$808K -$38.9K -313 -5%
JCM
699
Jacobsen Capital Management
Utah
$807K +$2.48K +20 +0.3%
BFIM
700
Beese Fulmer Investment Management
Ohio
$797K