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Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SkyOak Wealth
Michigan
$315K +$311K +4,100 New
OPCM
402
Osborne Partners Capital Management
California
$313K
VWA
403
V Wealth Advisors
Kansas
$306K
FMBTD
404
First Midwest Bank Trust Division
Illinois
$303K -$3.57K -47 -1%
SL
405
Signition LP
New York
$301K +$298K +3,918 New
BC
406
Burney Company
Virginia
$300K +$78.6K +1,034 +36%
CA
407
Commerzbank Aktiengesellschaft
Germany
$299K -$45.6K -600 -13%
EWM
408
Evercore Wealth Management
New York
$296K
Jones Financial Companies
409
Jones Financial Companies
Missouri
$283K +$57.3K +754 +26%
GCP
410
GSA Capital Partners
United Kingdom
$281K -$215K -2,825 -44%
SBH
411
Segall Bryant & Hamill
Illinois
$280K -$47.7K -628 -15%
PI
412
PineBridge Investments
New York
$280K +$277K +3,643 New
MAM
413
Meeder Asset Management
Ohio
$277K -$473K -6,228 -63%
OPS
414
Orion Portfolio Solutions
Nebraska
$277K +$274K +3,613 New
EM
415
ELCO Management
New York
$276K
IRF
416
IBM Retirement Fund
New York
$274K -$14.6K -192 -5%
RCAMU
417
Rothschild & Co Asset Management US
Connecticut
$271K -$19.6M -258,271 -99%
FCCM
418
First City Capital Management
Georgia
$269K
MSAM
419
Moloney Securities Asset Management
Missouri
$268K -$17.7K -233 -6%
PRC
420
Pearl River Capital
Michigan
$261K +$258K +3,402 New
PWA
421
Physician Wealth Advisors
Utah
$260K
Brown Advisory
422
Brown Advisory
Maryland
$259K +$1.44K +19 +0.6%
CIA
423
Capital Investment Advisors
Georgia
$258K +$152 +2 +0.1%
ARMT
424
Amica Retiree Medical Trust
Rhode Island
$256K +$171K +2,245 +207%
DA
425
Detalus Advisors
Missouri
$255K +$252K +3,317 New