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Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
176
KeyBank National Association
Ohio
$366K +$63.5K +2,414 +21%
SGI
177
Summit Global Investments
Utah
$348K +$352K +13,399 New
GCM
178
Genus Capital Management
British Columbia, Canada
$345K -$21K -800 -6%
TSS
179
Two Sigma Securities
New York
$344K +$348K +13,253 New
SC
180
Savant Capital
Illinois
$342K -$2.73K -104 -0.8%
FFA
181
First Foundation Advisors
California
$340K
WANY
182
Wealthspire Advisors (New York)
New York
$340K
Brown Advisory
183
Brown Advisory
Maryland
$339K +$237 +9 +0.1%
ADEF
184
ABS Direct Equity Fund
Connecticut
$338K -$652K -24,800 -66%
FMB
185
Field & Main Bank
Kentucky
$338K
AIM
186
ABS Investment Management
Connecticut
$338K +$342K +13,000 New
GC
187
Guggenheim Capital
Illinois
$337K +$98.8K +3,760 +41%
Bessemer Group
188
Bessemer Group
New Jersey
$337K
MCA
189
Magnolia Capital Advisors
Mississippi
$337K
Pathstone Holdings
190
Pathstone Holdings
New Jersey
$336K -$8.99K -342 -3%
VA
191
Valmark Advisers
Ohio
$334K
HNB
192
Huntington National Bank
Ohio
$333K -$16.5K -627 -5%
VT
193
Vise Technologies
New York
$327K +$331K +12,584 New
GIA
194
Gateway Investment Advisers
Ohio
$325K +$6.15K +234 +2%
IPAM
195
Investment Partners Asset Management
New Jersey
$318K
IWA
196
IBEX Wealth Advisors
New Jersey
$317K
MHC
197
May Hill Capital
Massachusetts
$314K +$8.86K +337 +3%
BCI
198
Brinker Capital Investments
Pennsylvania
$314K -$13.5K -514 -4%
AWA
199
Arkadios Wealth Advisors
Georgia
$312K -$1.26K -48 -0.4%
LMFP
200
Larry Mathis Financial Planning
Arizona
$312K -$31.7K -1,206 -9%