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Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
226
D.B. Root & Company
Pennsylvania
$967K -$175K -2,465 -15%
RJFSA
227
Raymond James Financial Services Advisors
Florida
$962K +$112K +1,582 +13%
Bank Julius Baer & Co
228
Bank Julius Baer & Co
Switzerland
$922K +$200K +2,825 +27%
Creative Planning
229
Creative Planning
Kansas
$893K -$75K -1,060 -8%
PSC
230
Prentiss Smith & Co
Vermont
$891K -$24.6K -347 -3%
RFC
231
Regions Financial Corp
Alabama
$873K +$29K +410 +3%
IIM
232
Ipswich Investment Management
Massachusetts
$868K +$5.95K +84 +0.7%
CIBC World Market
233
CIBC World Market
Ontario, Canada
$831K -$30.1K -425 -3%
CCMINC
234
Cardinal Capital Management Inc (North Carolina)
North Carolina
$814K +$34.8K +492 +4%
FCH
235
Freestone Capital Holdings
Washington
$801K +$37.2K +525 +5%
BTWM
236
Baker Tilly Wealth Management
Wisconsin
$797K +$459K +6,485 +133%
MCM
237
Mengis Capital Management
Oregon
$793K -$5.17K -73 -0.6%
Nordea Investment Management
238
Nordea Investment Management
Sweden
$793K +$795K +11,230 New
RMCM
239
Reynders McVeigh Capital Management
Massachusetts
$781K -$258K -3,639 -25%
SI
240
Stephens Inc
Arkansas
$774K +$64.8K +915 +9%
CCP
241
Corient Capital Partners
California
$771K +$27K +382 +4%
RJT
242
Raymond James Trust
Florida
$768K +$189K +2,670 +32%
FMT
243
First Mercantile Trust
Tennessee
$758K -$41.1K -580 -5%
OQS
244
Occudo Quantitative Strategies
Florida
$741K +$748K +10,561 New
BHIA
245
Birch Hill Investment Advisors
Massachusetts
$679K +$381K +5,377 +125%
ARMT
246
Amica Retiree Medical Trust
Rhode Island
$678K – – –
CI
247
Cigna Investments
Connecticut
$674K -$7.22K -102 -1%
DTL
248
Dynamic Technology Lab
Singapore
$657K +$663K +9,362 New
Geode Capital Management
249
Geode Capital Management
Massachusetts
$656K +$270K +3,814 +69%
AP
250
Advisor Partners
California
$655K +$13.9K +197 +2%