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Name Holding Trade Value Shares
Change
Change in
Stake
PG
1051
Pendal Group
Australia
$371K +$97.8K +617 +35%
PM
1052
Parametrica Management
Hong Kong
$371K +$134K +847 +56%
SG
1053
Stonnington Group
California
$370K +$349K +2,200 New
MCWS
1054
McKinley Carter Wealth Services
West Virginia
$368K -$194K -1,225 -34%
CAG
1055
Csenge Advisory Group
Florida
$365K -$804K -5,075 -69%
AIM
1056
Axiom Investment Management
New York
$365K -$370K -2,334 -50%
RMC
1057
Resources Management Corp
Connecticut
$365K +$205K +1,295 +127%
TFM
1058
TFC Financial Management
Massachusetts
$364K
KPW
1059
Kore Private Wealth
New York
$363K -$217K -1,369 -37%
SBSB
1060
Sullivan, Bruyette, Speros & Blaney
Virginia
$363K
LSAG
1061
Lake Street Advisors Group
New Hampshire
$362K +$10.8K +68 +3%
IIM
1062
Ipswich Investment Management
Massachusetts
$360K -$7.92K -50 -2%
IPW
1063
Inlet Private Wealth
Florida
$360K
VFA
1064
Valeo Financial Advisors
Indiana
$360K +$30.3K +191 +9%
WIM
1065
Wittenberg Investment Management
Massachusetts
$359K
CAM
1066
Campion Asset Management
Virginia
$358K +$360K +2,274 New
OWP
1067
Obermeyer Wealth Partners
Colorado
$357K +$68.9K +435 +24%
DACG
1068
Donor Advised Charitable Giving
California
$355K
PHM
1069
Prospect Hill Management
New Jersey
$354K +$356K +2,250 New
ECM
1070
Evergreen Capital Management
Washington
$351K +$12.7K +80 +4%
CCM
1071
Chilton Capital Management
Texas
$351K +$25.5K +161 +8%
BFEC
1072
Benjamin F. Edwards & Company
Missouri
$349K -$7.76K -49 -2%
OAM
1073
Optimal Asset Management
California
$348K +$350K +2,211 New
WT
1074
Washington Trust
Rhode Island
$346K +$67.7K +427 +24%
MA
1075
Mutual Advisors
Nebraska
$345K -$116K -731 -25%