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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
AE Wealth Management
Kansas
$272K +$45.8K +799 +20%
DAS
302
Dynamic Advisor Solutions
Arizona
$272K +$275K +4,805 New
KBG
303
Kahn Brothers Group
New York
$269K -$6.87K -120 -2%
AWM
304
Argent Wealth Management
Massachusetts
$268K +$271K +4,729 New
FWCM
305
Ferguson Wellman Capital Management
Oregon
$265K -$458 -8 -0.2%
IAN
306
Integrated Advisors Network
Texas
$264K +$267K +4,659 New
BPCE
307
Bank Pictet & Cie (Europe)
Germany
$264K +$268K +4,673 New
Cerity Partners
308
Cerity Partners
New York
$263K +$62.6K +1,093 +31%
WAM
309
World Asset Management
Michigan
$262K -$71.9K -1,256 -21%
Chevy Chase Trust
310
Chevy Chase Trust
Maryland
$259K -$7.33K -128 -3%
KeyBank National Association
311
KeyBank National Association
Ohio
$258K +$2.69K +47 +1%
BF
312
BOK Financial
Oklahoma
$256K -$18.4K -321 -7%
NFGCM
313
Norman Fields Gottscho Capital Management
New York
$254K -$31.5K -550 -11%
AUB
314
Atlantic Union Bankshares
Virginia
$254K -$18K -314 -7%
ONB
315
Old National Bancorp
Indiana
$253K +$25.8K +450 +11%
CFGS
316
Concourse Financial Group Securities
Alabama
$251K +$157K +2,748 +163%
HTHT
317
Hemenway Trust Hemenway Trust
New Hampshire
$249K -$85.3K -1,489 -25%
RJT
318
Raymond James Trust
Florida
$249K -$41.5K -724 -14%
PAM
319
Palisade Asset Management
Minnesota
$247K +$630 +11 +0.3%
CPA
320
Court Place Advisors
Maryland
$240K -$20.1K -351 -8%
LWM
321
Lenox Wealth Management
Ohio
$236K -$22.2K -387 -8%
GT
322
Greenleaf Trust
Michigan
$235K -$47.9K -837 -17%
LJHT
323
Laurie J. Hall Trustee
$235K -$286 -5 -0.1%
V
324
Veritable
Delaware
$235K +$2.81K +49 +1%
AMG
325
Advisors Management Group
Wisconsin
$231K -$6.01K -105 -3%