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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
676
Bar Harbor Wealth Management
New Hampshire
$299K -$146K -4,051 -33%
NB
677
Nicolet Bankshares
Wisconsin
$297K -$1.63K -45 -0.5%
GP
678
Girard Partners
Pennsylvania
$292K -$76.2K -2,108 -21%
MSAM
679
Moloney Securities Asset Management
Missouri
$290K -$145K -4,000 -33%
CTA
680
Chesley Taft & Associates
Illinois
$288K
GSBTD
681
Glenview State Bank Trust Department
Illinois
$288K
RPC
682
Rossmore Private Capital
Connecticut
$288K
SBIA
683
Sheaff Brock Investment Advisors
Indiana
$287K +$72 +2 +0%
PFS
684
Physicians Financial Services
North Carolina
$285K -$48.1K -1,332 -14%
OIA
685
Optimum Investment Advisors
Illinois
$285K -$10.8K -300 -4%
TCWM
686
Total Clarity Wealth Management
Illinois
$283K
IAMOG
687
Investors Asset Management of Georgia
Georgia
$282K
NAS
688
Nicolet Advisory Services
Wisconsin
$281K +$282K +7,805 New
Bessemer Group
689
Bessemer Group
New Jersey
$278K -$78.7K -2,178 -22%
HB
690
Homrich & Berg
Georgia
$278K -$795 -22 -0.3%
FANJ
691
Financial Architects (New Jersey)
New Jersey
$278K
Vanguard Personalized Indexing Management
692
Vanguard Personalized Indexing Management
California
$275K -$244K -6,766 -47%
APP
693
Avantax Planning Partners
Iowa
$275K -$24K -665 -8%
HWMG
694
Hurlow Wealth Management Group
Indiana
$275K
FA
695
FDx Advisors
Illinois
$273K -$110K -3,039 -29%
WorldQuant Millennium Advisors
696
WorldQuant Millennium Advisors
New York
$273K +$274K +7,584 New
MIM
697
Montgomery Investment Management
Maryland
$267K -$210K -5,800 -44%
BIAS
698
Beacon Investment Advisory Services
New Jersey
$267K -$1.59K -44 -0.6%
ACM
699
Allred Capital Management
Texas
$267K +$1.92K +53 +0.7%
BB
700
Busey Bank
Illinois
$264K