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Name Holding Trade Value Shares
Change
Change in
Stake
OCG
351
Opus Capital Group
Ohio
$297K +$72.4K +1,605 +33%
WANY
352
Wealthspire Advisors (New York)
New York
$297K +$295K +6,530 New
FHB
353
First Hawaiian Bank
Hawaii
$293K -$22.6K -501 -7%
TCOT
354
Trust Company of Toledo
Ohio
$293K – – –
H
355
Hexavest
Quebec, Canada
$290K -$808K -17,896 -74%
SSWM
356
Sheets Smith Wealth Management
North Carolina
$290K +$76K +1,684 +36%
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$288K -$49.2K -1,090 -15%
MCM
358
Murphy Capital Management
New Jersey
$279K -$63.2K -1,400 -19%
Geode Capital Management
359
Geode Capital Management
Massachusetts
$276K -$10.6M -234,276 -97%
Lazard Asset Management
360
Lazard Asset Management
New York
$272K – – –
BOPW
361
Brandywine Oak Private Wealth
Pennsylvania
$258K -$16.4K -363 -6%
IWM
362
IHT Wealth Management
Illinois
$256K -$632 -14 -0.2%
MCIM
363
Meadow Creek Investment Management
Georgia
$250K +$26.5K +588 +11%
BBNA
364
Bremer Bank National Association
Minnesota
$249K -$97.1K -2,151 -28%
IB
365
Intrust Bank
Kansas
$247K -$2.53K -56 -1%
Cetera Investment Advisers
366
Cetera Investment Advisers
Illinois
$238K +$236K +5,218 New
SVWAG
367
Sound View Wealth Advisors Group
Georgia
$231K +$229K +5,080 New
T. Rowe Price Associates
368
T. Rowe Price Associates
Maryland
$228K – – –
Nordea Investment Management
369
Nordea Investment Management
Sweden
$227K -$63.7K -1,412 -22%
LWM
370
Lenox Wealth Management
Ohio
$225K +$9.16K +203 +4%
ACM
371
Allred Capital Management
Texas
$223K -$1.63K -36 -0.7%
BNP Paribas Financial Markets
372
BNP Paribas Financial Markets
France
$223K – – –
BG
373
Bahl & Gaynor
Ohio
$222K -$10.2K -225 -4%
PV
374
Private Vista
Illinois
$213K +$211K +4,667 New
BRWM
375
B. Riley Wealth Management
Tennessee
$210K +$5.1K +113 +3%