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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
326
Holt Capital Partners
Texas
$328K
Tudor Investment Corp
327
Tudor Investment Corp
Connecticut
$325K +$328K +4,611 New
WFMPM
328
Woodley Farra Manion Portfolio Management
Indiana
$324K +$327K +4,596 New
BC
329
Bridgefront Capital
Texas
$324K -$23.3K -328 -7%
AC
330
Avestar Capital
New York
$318K +$320K +4,490 New
CCM
331
Coldstream Capital Management
Washington
$315K -$996 -14 -0.3%
PFO
332
Pathstone Family Office
New Jersey
$310K -$702K -9,871 -69%
CC
333
Cipher Capital
New York
$310K -$1.37M -19,184 -81%
WT
334
Whittier Trust
California
$310K -$2.99K -42 -0.9%
CFGS
335
Concourse Financial Group Securities
Alabama
$307K +$14.7K +207 +5%
V
336
Veritable
Delaware
$305K -$112K -1,573 -27%
AO
337
Advisor OS
Illinois
$302K -$6.05K -85 -2%
Baird Financial Group
338
Baird Financial Group
Wisconsin
$298K +$85.2K +1,197 +40%
DI
339
DFPG Investments
Utah
$295K +$38.5K +541 +15%
CAL
340
Capital Analysts LLC
Pennsylvania
$295K -$13.2K -185 -4%
TPCW
341
TD Private Client Wealth
New York
$295K -$28.7K -403 -9%
VCM
342
Virtue Capital Management
Tennessee
$295K -$26.5K -372 -8%
PWPS
343
Pinnacle Wealth Planning Services
Ohio
$294K -$264K -3,715 -47%
BFO
344
Boston Family Office
Massachusetts
$292K
CWM
345
Calamos Wealth Management
Illinois
$289K +$356 +5 +0.1%
ONB
346
Old National Bancorp
Indiana
$286K +$289K +4,055 New
DBRC
347
D.B. Root & Company
Pennsylvania
$280K -$640 -9 -0.2%
GLR
348
Great Lakes Retirement
Ohio
$278K +$281K +3,943 New
OWA
349
One Wealth Advisors
California
$277K -$1.85K -26 -0.7%
GT
350
Greenleaf Trust
Michigan
$274K +$8.33K +117 +3%